Client Reporting Analyst

Legalandgeneral; Cardiff; On-site; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Performance bonus

Generous pension contribution

Life assurance

Healthcare plan

At least 25 days holiday

Electric car scheme

Employee discounts

Sustainable offices in the UK

Job summary

Legalandgeneral is seeking a detail‑driven professional to oversee the collection and timely delivery of client and consultant data. You will apply investment management knowledge to support high‑quality client outcomes and coordinate ad hoc requests with SMEs across the business.

You will promote robust controls, document processes, and help develop the team by sharing knowledge and cross‑training while maintaining strong risk management and accuracy.

Qualifications

• Good academic background, preferably degree qualified.
• Understanding of the investment management industry.
• Significant attention to detail with high accuracy.
• Experience producing reports is preferable but not essential.
• Strong workflow management experience.
• Proficient IT skills, especially MS Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Proactive and able to work on your own initiative.

Responsibilities

• Overseeing the collation and timely delivery of client and consultant data.
• Applying investment management knowledge to support high-quality client outcomes.
• Coordinating ad hoc data requests with SMEs across the business.
• Promoting robust controls and documenting processes.
• Supporting team development by sharing knowledge and cross‑training.
• Reviewing and improving procedures, updating documentation and risk logs.

Skills

Detail-oriented

Investment management knowledge

Workflow management

Proactive / self-starter

Excellent communication

Education

Bachelor's degree (preferred)

Tools

MS Excel

PowerPoint

Job description

What you'll be doing

• Overseeing the collation and timely delivery of client and consultant data, ensuring services are delivered within agreed service levels and in line with relevant regulatory requirements and industry standards
• Applying investment management knowledge and maintaining an understanding of products, clients, competitors and the wider market to support high-quality client outcomes
• Collaborating with subject matter experts across the business to coordinate and deliver ad hoc queries and data requests, managing activities through to completion in line with client expectations
• Promoting a robust control environment by documenting processes and controls, ensuring the accuracy, quality and timeliness of client deliverables while mitigating operational risk
• Supporting team flexibility and capability development by sharing knowledge, cross‑training colleagues and enhancing skills to meet the needs of the wider Client Service Operations network
• Reviewing, maintaining and improving procedures, controls and processes, updating documentation and completing control and error logs as required, while prioritising clients' best interests and effective risk management

Who we're looking for:

• Good academic background, preferably degree qualified
• An understanding of the investment management industry
• Significant attention to detail and able to demonstrate high levels of accuracy and thoroughness
• Prior experience in the production of reports (not necessarily in the finance/investment industry) is preferrable but not essential
• Strong workflow management experience
• Proficient IT skills, primarily with MS Excel and PowerPoint
• Excellent written and verbal communication skills
• Proactive and proven to work on your own initiative

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

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 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.