Product Investment Oversight Administrator

Legal And General Group; Cardiff; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading financial services group in Cardiff is seeking a detail-oriented individual to join their Workplace Savings team. The successful candidate will manage workplace pensions, ensuring compliance and excellent customer outcomes. Candidates should have strong data analysis skills and the ability to build relationships across teams. This position offers a collaborative work environment alongside a competitive benefits package.

Benefits

Performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan for permanent employees

At least 25 days holiday

Electric car scheme

Employee discounts

Qualifications

• Curiosity and a desire to develop knowledge of the Workplace pensions market.
• Good understanding of UK pensions and fund management regulations.
• Experience producing clear and insightful reports and MI.
• Ability to analyse data and identify risks or inconsistencies.
• Strong verbal and written communication skills.
• Passion for improving customer experience and outcomes.
• Confidence in building relationships across teams and seniority levels.
• Commitment to working inclusively and collaboratively.

Responsibilities

• Support ongoing management of Workplace Savings funds.
• Demonstrate knowledge of regulatory and legislative changes.
• Assist with data reporting activities including responsible investment disclosures.
• Analyse fund-related activity like pricing errors and corporate actions.
• Produce materials for investment governance forums.
• Follow the Risk Management Framework and review identified risks.
• Build strong relationships with key internal stakeholders.
• Review product performance to ensure good customer outcomes.

Skills

Curiosity

Understanding of UK pensions

Data analysis skills

Verbal and written communication

Customer experience improvement

Relationship building

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. 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.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Job Description

Are you detail-oriented, curious about investment data, and passionate about delivering great customer outcomes? Join our Workplace Savings team at Legal & General, where you’ll play a key role in maintaining market-leading, compliant fund propositions. This is a fantastic opportunity to work in a collaborative environment, supporting our mission to help customers achieve financial security through workplace pensions.

What you’ll be doing:

• Supporting the ongoing management of Workplace Savings funds
• Demonstrating up-to-date knowledge of regulatory and legislative changes
• Assisting with data reporting activities including responsible investment disclosures
• Analysing fund-related activity such as pricing errors and corporate actions
• Producing materials for internal and external investment governance forums
• Following the Risk Management Framework and reviewing identified risks
• Building strong relationships with key internal stakeholders
• Reviewing product performance to ensure good customer outcomes

Qualifications

Who we’re looking for:

• Curiosity and a desire to develop knowledge of the Workplace pensions market
• Good understanding of UK pensions and fund management regulations
• Experience producing clear and insightful reports and MI
• Ability to analyse data and identify risks or inconsistencies
• Strong verbal and written communication skills
• Passion for improving customer experience and outcomes
• Confidence in building relationships across teams and seniority levels
• Commitment to working inclusively and collaboratively

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
• 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

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.