Technical Manager (Bereavements)

Legal & General; Cardiff; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Annual performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare plan

At least 25 days of holiday

Competitive family leave

Discounts on products

Flexible working options

Job summary

A leading financial services provider in the UK seeks a Technical Manager to join the Bereavements Team. In this role, you’ll act as a technical expert, resolving complex queries while ensuring compliance with regulations. You will champion process improvements and engage with stakeholders to enhance customer outcomes. Ideal candidates will have experience in pensions or bereavement services, strong analytical skills, and the ability to mentor others. A collaborative work culture with various benefits is offered, including a bonus plan and flexible working options.

Qualifications

• Experience in a technical role within pensions, annuities, or bereavement services.
• Good knowledge of HMRC regulations related to bereavement annuities.
• Proven ability to implement process improvements.

Responsibilities

• Act as a technical expert for bereavement and annuity processes.
• Support accurate tax treatment on annuity payments.
• Champion continuous improvement initiatives.

Skills

Experience in a technical role within pensions

Understanding of GMPE and scheme-specific rules

Knowledge of HMRC regulations

Analytical and problem-solving skills

Strong stakeholder engagement

Coaching and mentoring ability

Job description

Job Description

We’re recruiting for a Technical Manager to join our Bereavements Team.

As a Bereavements Technical Specialist, you’ll play a key role in delivering exceptional service within Retail Annuities Bereavements. You’ll use your expertise in systems and processes to ensure technical accuracy and compliance, while driving improvements that enhance customer experience.

You’ll proactively identify and mitigate technical and operational risks, ensuring adherence to processes and escalating issues to compliance teams when needed. A big part of your role will be finding smarter, safer alternatives to manual workarounds and applying continuous improvement principles to streamline processes and reduce end‑to‑end times.

This position is central to delivering consistently excellent customer outcomes. You’ll provide technical advice, resolve complex queries, and collaborate with stakeholders to implement solutions that make a real difference.

What you'll be doing

• Act as a technical expert for bereavement and annuity processes, including GMPE and scheme‑specific benefits.
• Provide guidance on complex queries and serve as an escalation point.
• Support accurate tax treatment on annuity payments and ensure compliance with regulatory requirements.
• Champion continuous improvement initiatives to streamline processes and reduce end‑to‑end times.
• Identify and mitigate operational and technical risks across bereavement processing.
• Coach and mentor colleagues to build technical capability within the team.
• Engage with internal and external stakeholders to resolve technical queries and align on scheme rules.
• Analyse feedback to ensure good customer outcomes and escalating failings where necessary.

Qualifications

• Experience in a technical role within pensions, annuities, or bereavement services.
• Strong understanding of GMPE and scheme‑specific technical rules.
• Good knowledge of HMRC regulations related to bereavement annuities, including tax and reporting obligations.
• Proven ability to identify and implement process improvements using continuous improvement principles.
• Excellent analytical and problem‑solving skills with high attention to detail.
• Strong stakeholder engagement and communication skills.
• Capability to coach and mentor others, sharing technical knowledge effectively.
• Familiarity with complex systems and end‑to‑end operational processes.

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, with the option to buy and sell holiday.
• Competitive family leave.
• Participation in our electric car scheme, offering employees the option to hire a brand‑new electric car through tax‑efficient salary sacrifice (permanent employees only).
• Discounts on our own products and a range of high‑street stores and online.
• Well‑designed workspaces that encourage collaboration and wellbeing.

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, and empowered through initiatives that support career development and excellence.

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.

Seniority level

Not applicable

Employment type

Full‑time

Job function

Finance