Job Description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Who we are

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns. 

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

We’re recruiting for a Client Relationship Executive to join our award winning DC team. You will be a point of contact for a shared portfolio of Contract, Own Trust & Master Trust DC clients on a reactive bases, responding to ad hoc requests which may arise from clients and/or advisers and assisting the Client Directors.

What you’ll be doing:

• Responding promptly and accurately to client and adviser queries, analysing and owning enquiries or escalations, and coordinating resolution by engaging relevant teams across the business
• Investigating and resolving issues end-to-end, ensuring high-quality and timely client responses while maintaining a strong understanding of service commitments to align delivery with client expectations
• Building strong, collaborative relationships across the DC business, developing a network of key contacts and deepening knowledge to deliver a high-quality service within risk, governance and compliance frameworks
• Supporting and coordinating annual and ad hoc scheme events, ensuring effective scheduling and management across all DC business areas
• Maintaining awareness of regulatory and legislative developments, assessing impacts on processes and scheme design, and implementing appropriate adaptations
• Partnering closely with the operational team in Cardiff to align delivery with client objectives and ensure seamless service
• Ensuring clients are provided with clear, sufficient information to make informed decisions in line with Consumer Duty principles

Who we’re looking for:

• Experience and knowledge of DC product solutions and marketplace is a requirement
• Corporate client relationship management experience in a product provider or EBC/significant intermediary
• Understanding of administration / operational matters in relation to DC pension plans
• Demonstrable communication/presentation skill – previous client facing meeting and presentational experience is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person
• Ability to listen to client issues, understanding their challenges and leveraging L&G DC to address/resolve these issues

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.