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About the Role
This role involves working closely with insurance clients, delivering a high-quality, responsive service while building strong, long-term partnerships. You will act as a trusted point of contact, providing technical support, coordinating solutions across the business, and contributing to positive client outcomes. The role also offers the opportunity to support and mentor colleagues, helping to drive collective success and continuous improvement.
Responsibilities
- Manage day-to-day relationships with insurance clients, delivering a high standard of service and support
- Coordinate and resolve client enquiries by working closely with teams across the business
- Provide technical insight on investment products, client strategies and market developments
- Attend client meetings and calls, supporting discussions and leading operational or audit meetings where required
- Develop a strong understanding of client objectives and identify potential risks and opportunities
- Collaborate with internal stakeholders to deliver client projects, data requests and change initiatives
- Produce and review client reporting, documentation and investment-related materials
- Embed Consumer Duty principles by delivering good client outcomes and responding to feedback effectively
Requirements
- Experience within investment management, with a focus on client service and relationship management
- Proven ability to build and maintain strong relationships with external clients, including senior stakeholders
- Strong investment knowledge, including institutional products such as credit, private markets and LDI
- Excellent communication skills, both written and verbal, with the ability to explain complex concepts clearly
- Commercial awareness and the ability to identify client needs, risks and opportunities
- Strong organisational skills with the ability to manage multiple priorities and deliver to deadlines
- Collaborative mindset with the confidence to work across teams and contribute to shared goals
Location
- London, One Coleman Street
Work Type
- Permanent
- Flexible working options including part-time and job shares
Education Level
- Degree educated (or equivalent)
- IMC or a relevant professional qualification desirable
Benefits
- Annual, performance-related bonus plan
- 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)
- Option to buy and sell holiday
- Competitive family leave
- Electric car scheme (permanent employees only)
- Discounts on own products and at a range of high street stores and online
About the Company
- 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.
- Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.
- We are one of Europe’s largest asset managers and a major global investor across public and private markets.
- Asset Management is a critical driver of our Group strategy.
- The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.
- Our investment philosophy and processes are focused on creating value over the long term.
- We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.
- 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.
Equal Opportunity
- 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.