Client Order Management

1 week ago


Cardiff, United Kingdom Legal & General Investment Management Full time

Your role at a glance
To deliver outstanding client service for LGIM’s institutional clients within Client Order Management & Third Party Dealing (TPD). To administer all aspects of TPD processes across client instructions, administration, and settlement. Ensure both regulatory and service level adherence at all times whilst supporting the organisational goals and growth.

What you'll be doing
- To carry out all tasks as necessary to ensure the accurate and timely execution of TPD client orders for LGIM’s Institutional business. Maintaining outstanding service levels to key stakeholders, including TCF principles. Ensure an end-to-end understanding of team’s tasks and how they relate and impact to all processes, ensuring standard ways of working are applied consistently.
- Accurately trade on all TPD related accounts and Products including Investment Only platform, ReAssure and external products including Unit Trust, ICAVs and SICAVs. Trade instructions can be received from Fund Managers and Directly from Clients.
- Process weekly trade requests in relation to QIAIFs including Cash Flow notifications to FM. Rebalancing, trading confirmations, cash & trade journals and True up processes.
- Represent the team, department in a professional manner, understanding and anticipating the business needs, developing good working relationships with all internal and external parties.
- To take ownership to design and enhance operational processes & procedures in conjunction with appropriate systems to support functional processing. Participation in change initiatives representing the needs of the department.
- Maintain detailed knowledge of COM & TPD platform operation processes and systems. Be able to produce management information to highlight trends, risks, issues and to analyse errors.
- Work collaboratively with managers & peers to share best practise, creating an awareness of issues throughout the department. Foster credibility and influence towards developing a reputation of operational and service excellent across the firm.
- Maintain technical capability & knowledge for the role, keeping abreast of market and industry developments. Evidence development and learning through continuous professional development.

What we're looking for
- Communicating effectively with a wide range of clients with varying degrees of investment sophistication. To help clarify the client’s needs and issues and to exceed their expectations.
- Demonstrating actions that show an appropriate balance of client and commercial needs.
- Confidently making decisions based on evaluation of risks and using all available information
- Building and maintain relationships, including proven ability to work effectively as part of a team
- Working under pressure, whilst maintaining quality standards and regulatory compliance
- Communicating to a high standard, both verbally and written

**Benefits**:
When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave.

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of - both for our own products and at a range of high street stores and online offerings.

About L&G
The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands.

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

About the business area
The world of investment is changing. Our vision at **Legal & General Investment Management** is to create a better, more sustainable future thr



  • Cardiff, United Kingdom Legal & General Investment Management Full time

    Your role at a glance Delivering outstanding client service for LGIM’s institutional clients within Client Order Management (COM). Administering all aspects of COM processes across client instructions, administration, and settlement. Adhering to both regulatory and service level agreements at all times whilst supporting the organisational goals and...

  • Order Processor

    2 days ago


    Cardiff, United Kingdom Vibe Recruit Full time

    **Customer Account Manager** **Nantgawr, permanent role** **Monday - Friday office hours, hybrid model** Are you an experienced **Customer Account Manager** looking for your next exciting role? Would you like to work convenient Monday - Friday hours for a company that likes to promote people from within and offers growth opportunities? If yes, we would...

  • Order Processor

    3 days ago


    Cardiff, United Kingdom Vibe Recruit Ltd Full time

    **Order Processor** **Nantgawr, permanent role** **Monday - Friday office hours, hybrid model** Are you an experienced **Order Processor** looking for your next exciting role? Would you like to work convenient Monday - Friday hours for a company that likes to promote people from within and offers growth opportunities? If yes, we would love to hear from...

  • Client Manager

    2 weeks ago


    Cardiff, Cardiff, United Kingdom Xeinadin Group Full time

    Company DescriptionXeinadin Group was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy.Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships...


  • Cardiff, United Kingdom Jonothan Bosworth Full time

    **Client Services Manager | Account Manager | Cardiff | £30,000 to £40,000** **Do you like interacting with new people, and being responsible for great customer & client service? Is Digital Media Marketing something that interests you? Are you looking for a vibrant, forward-thinking place to work, where you are given the autonomyto make decisions? Do you...


  • Cardiff, United Kingdom Platform Resourcing Full time

    **Platform Resourcing** are working in Partnership with a client based in **Cardiff**, who are looking to employ a **Sales Order Administrator** join their growing team on a **full-time permanent basis**. This business has a great portfolio of blue-chip businesses that they work with and have seen a period of sustained growth. The business has a close-knit...


  • Cardiff, United Kingdom Brook Street Full time

    Our client based on the outskirts of Cardiff centre due to growth of business is looking for their next Sales Order Administrator to join a very busy upbeat team. This is a very busy key role which requires excellent communication and multi-tasking skills. You must be highly organised and accurate, have a high degree of self-motivation and be articulate and...

  • Client Managers

    1 week ago


    Cardiff, United Kingdom Accountancy Recruitment Wales Limited Full time

    Our client is an established and successful Practice based in Cardiff established over 20 years. They partner with various business to ensure their tax, accounting and business management is looked after. Due to continued growth, they are now looking to recruit Client Managers to join their team. You will have prior Accountancy Practice experience and...

  • Property Manager

    2 weeks ago


    Cardiff, United Kingdom Remus Management Full time

    **Your New Job Title**:Property Manager **Company**: Remus Management **Location**: Cardiff **Hours**:37.5 (hybrid working) Are you a qualified Property Manager looking for a new and exciting opportunity to work for a forward thinking and progressive company? Then look no further! **We do things a bit differently!** There is no corporate nonsense, and...

  • Client Manager

    1 week ago


    Cardiff, Cardiff, United Kingdom Hays Senior Finance Full time

    Your new companyA successful independent Accountancy & Advisory firm looking to add a Client Manager to the team. This business provides Audit, Taxation, Corporate Finance and Accountancy solutions to their clients. They are a five director firm with around 20 staff underneath.Your new roleManage a Portfolio of clients for Year End Accounts, VAT, Corporation...


  • Cardiff, United Kingdom Platform Resourcing Limited Full time

    You must have strong communication skills with excellent customer service abilities, being able to liaise comfortably with customers whilst taking details efficiently in order to process orders. **Sales Order Administrator** **Benefits**: - Salary of £24,000 with yearly salary reviews and 10% annual bonus (£2400) so full salary £26,400 - Hours are...

  • Client Manager

    3 days ago


    Cardiff, United Kingdom Hays Specialist Recruitment Limited Full time

    New Client Manager role: Cardiff - Up to £70,000 Your New Company I am currently recruiting for an excellent Practice Accountancy Firm based in South Wales who possess a "first class" reputation. Due to company growth, this organisation are looking to expand their team and on board an additional Client Manager into theircompany. You will be joining a...

  • Client Manager

    1 week ago


    Cardiff, Cardiff, United Kingdom Hays Accountancy and Finance Full time

    Your new companyA successful independent Accountancy & Advisory firm looking to add a Client Manager to the team. This business provides Audit, Taxation, Corporate Finance and Accountancy solutions to their clients. They are a five director firm with around 20 staff underneath.Your new roleManage a Portfolio of clients for Year End Accounts, VAT, Corporation...

  • Client Manager

    3 weeks ago


    Cardiff, Cardiff, United Kingdom Hays Accountancy and Finance Full time

    Your new company A successful independent Accountancy & Advisory firm looking to add a Client Manager to the team. This business provides Audit, Taxation, Corporate Finance and Accountancy solutions to their clients. They are a five director firm with around 20 staff underneath.Your new role Manage a Portfolio of clients for Year End Accounts, VAT,...


  • Cardiff, United Kingdom ERM: Environmental Resources Management Full time

    ERM, the worlds largest pure play sustainability consultancy, is looking for a talented Stakeholder Manager in Capital Project Delivery. You’d sit at our Managing Consultant career level which is in between Senior and Principal Consultant. Hybrid working is available from any of our 16 UK offices, although you’ll be best connected with your team if based...


  • Cardiff, United Kingdom Brook Street Full time

    Brook Street has an exciting opportunity to join an international business in the Cardiff area as an Order Processing Administrator within their Customer Service team. **This isn't a typical customer service role and isn't based in a call centre.** You'll be working as part of a small team with international offices to support your workload. If you enjoy...


  • Cardiff, United Kingdom Yolk Recruitment Ltd Full time

    **Client Support Coordinator ** **£25,000 - £30,000 p/a + up to 12.5 % of your salary as an additional bonus** **Cardiff** Do you have a background within procurement, specifically working with tenders and client support? Knowledge of the contract life-cycle? Are you confident when using Microsoft Excel, particularly for Data Management/manipulation?If so...


  • Cardiff, United Kingdom Cardiff Gap Trade Full time

    **Job Title**: Picker / FLT driver **Location**: Llanishen, Cardiff **Pay Rate**: days £10.54, nights £12.23 **Contract**: Temporary to Permanent ARE YOU AN EXPERIENCED PICKER AND FLT DRIVER? LOOKING FOR A LONG TERM CAREER? gap personnel Cardiff, are currently recruiting for 2 Pickers / FLT drivers You will be joining a well-known distribution...

  • Client Manager

    24 hours ago


    Cardiff, United Kingdom Accountancy Recruitment Wales Limited Full time

    **Client Manager - Practice (with equity potential)** **c35k + bonus + equity potential within 1-2 years** Our client is looking to expand their team due to exponential growth. Offering the opportunity to earn bonuses with equity potential to be realised within 1 - 2 years. Supporting the Practice owner, you would be involved in managing clients and HMRC...


  • Cardiff, United Kingdom The Recruitment Bureau (Kent) Ltd Full time

    Client Services Executive £21-27,000 DOE Cardiff My client is one of Europe’s largest large format print manufacturers in the UK. They are dedicated to pushing the boundaries of print technology and providing their customers with the best opportunities to deliver their print campaigns, from creative conception,right through to installations and...