LegalAndGeneral
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5 Jobs
Role Description 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 basis, responding to ad hoc requests which may arise from clients and/or advisers and assisting the Client Directors. - 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. Qualifications - 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. Benefits - 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.
Role Description We are looking for dynamic and detail-oriented Bid Manager to join the DC Bid team. This key role involves managing proposals for new and existing clients, ensuring submissions are compelling, accurate, and timely. The candidate will handle follow-up questions, support pitches and site visits, and manage other new business processes. Along with the core accountabilities, Bid Managers are expected to contribute to projects for the continuous improvement of the Bid Management Team. This is a 14-month fixed term contract. - Managing the end‑to‑end development and execution of proposals for new and existing clients, including responding to follow‑up queries and completing EBC and publication surveys. - Reviewing and quality‑assuring team outputs to ensure key messages clearly articulate the value of the proposition. - Partnering with the Content Manager to maintain and enhance the central content repository and standard proposal materials, including conducting post‑RFP reviews and implementing updates. - Supporting pitch teams in preparing for client presentations and site visits to ensure consistent, high‑quality delivery. - Handling and implementing client pricing requests, including managing follow‑ups with non‑strategic accounts. - Overseeing the team mailbox and responding promptly to general enquiries while maintaining service standards. - Driving continuous improvement by contributing to process‑enhancement initiatives, developing new materials to address content gaps, strengthening internal and external relationships, deepening product knowledge, and tracking industry and technology developments to assess business impact. - Ensuring customers receive clear, appropriate information on all relevant products discussed, implementing the distribution strategy for the target market, monitoring sales alignment, and identifying and escalating any activity outside the defined target market. Qualifications - High levels of proficiency in Microsoft Office applications. - Excellent communication skills and the ability to create compelling communications. - Ability to build and maintain good working relationships across the business and external stakeholders. - Ability to critique and give constructive feedback on the work of colleagues. - A working knowledge of industry trends and market competitors. - Ability to work well and thrive under pressure with high level of resilience. - Experience of either pensions administration, investment management and or RFP/bid writing is preferable. Benefits - 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). - Discounts for our own products and at a range of high street stores and online. - 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.
Role Description We’re recruiting for a Strategic Account Manager - Scotland and the North to join us. We’re offering a competitive base salary and car allowance. Are you an experienced relationship manager looking to grow your career in a FTSE 100 organisation with market‑leading propositions? We’re looking for a Strategic Account Manager to join our high‑performing Group Protection Distribution team, working within our Strategic Partnerships function. This role offers real autonomy, visibility and the chance to make a genuine impact. You’ll take ownership of a portfolio of intermediary relationships, driving sustainable growth while working collaboratively with colleagues across the business. If you bring expertise in Group Protection – or strong experience in Individual Protection, Private Medical Insurance or DC Pensions – we’d love to hear from you. What you'll be doing: - Building and maintaining trusted one‑to‑one relationships with intermediary and key client contacts - Managing an allocated portfolio to deliver new business and retention targets for premium income and profitability - Demonstrating deep knowledge of Group Protection products and propositions and sharing this expertise with customers - Delivering compelling presentations in one‑to‑one meetings and competitive tender situations - Collaborating closely with internal teams to align business plans and service expectations - Gathering and sharing insightful feedback on competitor activity, pricing and market trends - Supporting customers to understand policies, including claims, product changes and provider switching - Ensuring all legislative, regulatory and internal standards are consistently met Qualifications - Strong knowledge of financial services products, ideally Group Protection or related protection markets - Proven sales or account management experience within financial services - Evidence of achieving or exceeding challenging targets and objectives - Confidence building long‑term, professional relationships with a range of stakeholders - Clear, adaptable communication skills across different audiences - High levels of resilience, motivation and self‑drive in a competitive environment - Ability to plan, prioritise and manage time effectively - A collaborative approach with a strong focus on customer outcomes Benefits - 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
Company 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. Job Description We’re recruiting for a Client Director to join our award winning DC business line. The role holder will lead the client relationship with a portfolio of DC clients (across own trust, Master Trust and contract based) and provide strategic support to Senior Client Directors across some of our largest DC clients. The balance between these elements may vary, with the role flexing to meet client and business priorities What you’ll be doing: - Building, developing and maintaining strong relationships with key client decision‑makers, gaining a deep understanding of tactical and strategic objectives and maintaining accurate CRM records. - Partnering with Senior Client Directors on strategic accounts, co‑ordinating regular meetings with clients, trustees and advisers, and providing updates on operational performance and scheme‑specific initiatives. - Ensuring robust monitoring and quality assurance of all scheduled and ad‑hoc client reporting, working closely with internal teams to resolve queries and deliver timely, high‑quality responses. - Taking ownership of client retention activity, proactively managing ‘at risk’ relationships and collaborating with senior stakeholders to strengthen long‑term client outcomes. - Identifying and progressing new business, restructuring and cross‑selling opportunities, supporting DC Distribution colleagues and representing the Client Relationship Team at pitches and site visits. - Contributing to portfolio growth targets set by senior leadership, supporting the ongoing success and expansion of the L&G DC & Workplace business. - Embedding best‑practice portfolio management to maximise client satisfaction and cost efficiency, piloting new initiatives and ensuring fair customer outcomes in line with Consumer Duty. - Building strong cross‑business relationships, maintaining detailed knowledge of the DC & Workplace Savings proposition, regulatory developments and market trends to deliver compliant, high‑quality client service. 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 other 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. - Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US) - L&G Business Unit: Legal & General Investment Management - L&G sub Business Unit: LGIM - Primary Location: Homebased England & Wales - Job Family: Sales
Company 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. Job Description As Safety & Compliance Officer, you will ensure that the end-to-end approach to asset management is robust and delivers the best commercial and quality outcomes to the business and its customers. This is a fantastic opportunity for you to make a difference in a dynamic environment, working with a passionate team, giving you the chance to contribute to the creation of real change in the affordable housing sector. What you’ll be doing: - Being responsible for organising, monitoring, and reviewing all CDM activity across the business, carrying out both desktop and on‑site audits where LGAH is the client - Conducting technical reviews of safety documentation (LGSR, EIC, FRA, L8, LOLER) to support practical completion of new homes and ongoing servicing and maintenance - Overseeing the operation and management of the TCW technical assurance platform to enable seamless technical reviews ahead of practical completion - Organising and reviewing Management Provider quarterly safety returns to ensure new homes are set up correctly, are being serviced, and that third‑party competency is being maintained - Engaging the wider business to understand safety concerns, identify trends, and provide ad‑hoc safety advice and guidance - Supporting the Safety & Compliance Manager in developing a third‑party competency framework to ensure contractors and suppliers undergo appropriate safety due diligence before engagement - Overseeing the management of key suppliers within safety and compliance, ensuring performance against agreed KPIs and SLAs while maintaining strong supplier relationships - Supporting the Safety & Compliance Manager and wider business during ISO 45001 audits through documentation preparation, folder administration, and guidance to key personnel Who we’re looking for: - Technical member of IOSH or have equivalent safety institution membership - NEBOSH general certificate or an equivalent qualification - Construction safety qualification desirable - Background in affordable housing compliance desirable - Experience conducting CDM audits and site inspections - Experience working with suppliers, contractors, third parties, managing agents and developers desirable - Personal CPD and ongoing review of new legislation and industry guidance - Experience reviewing and maintaining compliance documentation, particularly gas, electrical, water, lifts and fire - Experience of accident/incident reporting via relevant systems, including investigations - Proactive and creative approach to relationship-building and problem-solving, with a strong attention to detail 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 the 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. - Permanent/Regular or Fixed Term Contract/Temporary: Fixed Term Contract (UK and ROW) / Temporary (US) - L&G Business Unit: Legal & General Capital - L&G sub Business Unit: LGC – NON MAN (AFFORD) - Primary Location: Homebased England & Wales - Job Family: Affordable Homes - Compensation: GBP 0 - GBP 0 - yearly