Interest and Claims Specialist

Legal & General; London; On-site; GBP 38,000 - 60,000; Full time

Job summary

Une entreprise financière de premier plan, Legal & General, recherche un spécialiste des demandes d'intérêt et de découvert pour rejoindre son équipe d'Asset Management. Ce poste engagé implique de gérer divers enjeux liés aux demandes d'intérêt, de respecter les normes de qualité et de contribuer à une culture d'amélioration continue au sein de l'organisation.

Benefits

Participation à un bonus de performance annuel

Contributions généreuses au régime de retraite

Assurance vie

Plan de santé pour employés permanents

Jusqu'à 26 jours de congé après 2 ans

Éléments de congé pour la famille

Plan de sacrifice salarial pour voitures électriques

Réductions sur les produits et dans les magasins

Bureaux modernes conçus pour la collaboration

Qualifications

• Connaissance technique des investissements et expérience pertinente.
• Capacité à analyser des problèmes et à développer des solutions innovantes.
• Excellentes compétences en communication verbale et écrite.

Responsibilities

• Gérer les demandes d'intérêt et les tâches de découvert quotidiennement.
• Surveiller les frais de pénalité CSDR et établir des résolutions.
• Assurer la conformité avec les directives pertinentes.

Skills

Analyse des problèmes

Relations avec les parties prenantes

Amélioration continue

Job description

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. 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.

L&G Asset Management is one of Europe’s largest asset managers, offering complex, responsible investment solutions across public and private markets. As a global investor, we operate where our clients 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 collaborates with our Institutional Retirement and Retail divisions to benefit clients and customers—including individual savers, pension scheme members, and global institutions—and to deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across all asset classes, committed to responsible investment and creating sustainable value for our clients and partners.

Job Description

We’re currently hiring an Interest and Claims Specialist to join L&G Asset Management.

As an Interest and Claims specialist, you’ll handle all Interest Claim and Overdraft duties, including CSDR penalty fees, ensuring high-quality and accurate work daily. You will support the wider team by addressing queries promptly.

What you’ll be doing:

• Completing Overdraft and Interest Claim tasks daily; monitoring overdrafts, charges, and interest claims from custodians and brokers; investigating root causes; managing proactively for timely resolution.
• Monitoring CSDR Penalty Fees related to failed trades to establish root cause and liability.
• Maintaining an interest claims database, ensuring records are accurate and comments are up-to-date.
• Ensuring compliance with relevant guidelines and regulations such as ISITC, CSDR, CASS.
• Producing MI and other reports as needed.
• Managing tasks end-to-end, investigating issues, resolving problems, and reporting inconsistencies.
• Reviewing processes for potential improvements to reduce errors and ensure control.
• Understanding how team tasks relate to overall processes, applying standard procedures consistently.
• Collaborating within the team to meet daily goals, adhering to deadlines, and delivering high standards. Demonstrating flexibility and adaptability, providing excellent client service, and covering for team members in reconciliation tasks.

Qualifications

Who we’re looking for:

• Relevant technical investment knowledge and experience.
• Familiarity with an Outsource provider Operating Model.
• Experience challenging working practices and adapting to change.
• Strong service commitment, delivery, and continuous improvement mindset.
• Proven ability to build effective stakeholder relationships.
• Ability to analyze issues and develop innovative solutions.
• Understanding of relevant guidelines and regulations.
• Excellent verbal and written communication skills, with strong analytical abilities.

Benefits include:

• Participation in annual performance bonus and share schemes.
• Generous pension contributions.
• Life assurance.
• Healthcare plan (permanent employees).
• At least 25 days holiday plus public holidays; 26 days after 2 years; options to buy/sell holiday.
• Family leave benefits.
• Electric car salary sacrifice scheme.
• Discounts on products and at high street stores.
• Modern office spaces designed for collaboration and wellbeing.

Additional Information

At L&G, we believe in generating positive returns while building a better future. We foster an inclusive culture that values diversity and collaboration, guided by leaders who care about your wellbeing. We support flexible working arrangements and focus on outcomes over attendance. If you don’t meet every criterion, consider your strengths and potential contributions.