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, underpinning our retirement and protection solutions in pension risk transfer, UK and US life insurance, and UK workplace pensions.
Job Description
Join Legal & General Asset Management (LGAM) in Cardiff as a Third Party Dealing Specialist, where you’ll play a key role in ensuring the accurate and timely execution of client orders across our pooled investment fund range. This is a dynamic opportunity to work at the heart of our Client Service Operations, collaborating with internal teams and external partners to deliver high‑quality service in a fast‑paced environment.
What you’ll be doing
* Executing and peer‑reviewing client orders for LGIM’s pooled fund range
* Monitoring inbound dashboards and managing scheduled order uploads
* Facilitating repairs and reconciliation of outbound unit dealing workflows
* Signing off order completion and releasing settlement proceeds to investors and external fund managers
* Coordinating fund administration tasks including data management and reporting
* Developing and maintaining strong relationships with clients and service providers
* Managing day‑to‑day queries to ensure accurate transactions and excellent customer service
* Maintaining task lists and ensuring procedural enhancements are implemented and communicated to team members. Continuously review controls to ensure alignment with current business processes
Qualifications
* Strong technical experience in unit dealing and client order management
* In‑depth understanding of key investment management activities, including fund management and investment operations processes and instruments such as transfer agency, fund accounting, cash management, settlements and custody
* Ability to follow procedures and manage risk effectively
* Advanced Microsoft Excel skills and strong analytical capabilities
* Collaborative and personalised approach to service commitment, delivery, and continuous improvement
* Self‑assured networking across front‑office, distribution & operations environments
* Clear and confident communicator with excellent written and verbal skills
* Evidence of effective working relationships with stakeholders
Benefits
* 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. Option to buy and sell holiday
* Competitive family leave
* Electric car scheme for permanent employees
* Various discounts on our own products and at a range of high‑street stores and online
* Workplace well‑being initiatives and redesigned office spaces
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.
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