Assistant Finance Manager

Legal & General; Cardiff; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking an Assistant Finance Manager to join their dynamic Asset Management Finance function. This role involves key revenue activities, including preparing and calculating invoices and maintaining accurate financial records. You'll work closely with various stakeholders, contributing to the team's compliance and efficiency. The company offers a supportive environment with a commitment to responsible investment, making this an exciting opportunity for those looking to advance their finance careers. Join a team that values collaboration and innovation, and be part of a culture that prioritizes your development and well-being.

Benefits

Annual performance-related bonus plan

Life assurance

Private medical insurance

At least 25 days holiday

Competitive family leave

Electric car scheme

Discounts for products and stores

Qualifications

• The applicant should be studying ACA, ACCA or CIMA with accounting experience.
• Strong numeracy skills and comfort with financial data are essential.

Responsibilities

• Prepare monthly/quarterly revenue invoices ensuring accuracy.
• Maintain processes for month-end accrual calculations and assist with financial control issues.

Skills

Accountancy Knowledge

Numeracy

Team Player

Communication Skills

Education

Studying ACA, ACCA or CIMA

Job description

• Permanent or Fixed Term Contract: Permanent
• L&G Business Unit: Legal & General Investment Management
• L&G sub Business Unit: LGIM (EXC WPS)
• Primary Location: Cardiff, Four Central Square
• Job Family: Finance

Company Description

Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

Job Description

We’re currently looking to hire an Assistant Finance Manager to join L&G Asset Management Finance function.

The role holder is responsible for undertaking key revenue activities within the L&G Asset Management Finance function. Specific activities will include monthly income accounting for inclusion in the financial accounts and invoicing of clients.

What you'll be doing:

• Preparing and calculating monthly/quarterly revenue invoices for part of the Segregated client base in a timely manner in accordance with the IMA’s ensuring accuracy.
• Preparing and calculating monthly/quarterly revenue invoices for part of the Regulated Fund Structure client base in a timely manner in accordance with the IMA’s ensuring accuracy.
• Maintaining and developing processes to ensure that month end accrual calculations are undertaken accurately and efficiently.
• Preparing month end journals for entry into accounting system to facilitate production of the month end accounts within given timescales to ensure completeness of income.
• Assisting in the preparation of ad hoc work to investigate and address issues raised by Client Relationship Managers.
• Assisting in the preparation of ad hoc work to investigate and address identified financial control issues and emerging trends.
• Assisting in the development of automation procedures to improve efficiencies in the current processes and mitigate risks.
• Ensuring that appropriate processes and systems are maintained to enable the LGIM Finance team to contribute to the division’s ongoing compliance with L&G’s TCF and customer experience policies.

Qualifications

Who we're looking for:

• The applicant ideally should be studying ACA, ACCA or CIMA with significant “on the job” accounting experience.
• Accountancy Knowledge – The application of key accounting principles including double entry bookkeeping and the concept of accruals is key to the role. You’ll therefore either be working towards an appropriate accountancy qualification or have significant on-the-job experience with a Finance environment.
• Numeracy - Strong numeracy skills are a key requirement of this role, and the role holder should be comfortable with key financial concepts and able to accurately handle volumes of financial data, manipulate the data for use in other financial or operational processes.
• Team Player - The jobholder should show a willingness to openly share views and findings with other team members and a desire to take an active role in team meetings and discussions with management.
• Communication Skills - This role requires the jobholder to interact with stakeholders across L&G Asset Management and the wider L&G Group, and with external customers. The jobholder should therefore have strong written and verbal communication skills.

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.
• Life assurance.
• Private medical insurance (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.
• There are the many discounts we offer – both for our own products and at a range of high street stores and online.
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart.

Additional Information

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming 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 strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.