Job Description
Cardiff
Full-time
Customer Service
Hybrid
5112_07039
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.
Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.
Who we are
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.
Job Description
Join Legal & General Asset Management in Cardiff as a Third Party Dealing Specialist, where you’ll play an important role at the centre of our Client Service Operations. You’ll help ensure the accurate and timely execution of client orders across our pooled investment fund range, working closely with colleagues and external partners to deliver a high‑quality, dependable service in a fast‑moving environment.
If you enjoy problem‑solving, collaborating with others, and making a positive impact for customers, this could be the ideal next step in your career.
What you’ll be doing:
Executing and peer‑reviewing client orders across LGIM’s pooled fund range
Monitoring inbound dashboards and managing scheduled order uploads
Facilitating repairs and reconciling outbound unit‑dealing workflows
Signing off order completion and releasing settlement proceeds to investors and fund managers
Coordinating fund administration activities including data management and reporting
Building and maintaining strong relationships with clients and service providers
Managing day‑to‑day queries to support accurate transactions and strong customer outcomes
Maintaining task lists, reviewing processes, and implementing procedural enhancements
Qualifications
Who we’re looking for:
Experience working in a back‑ or middle‑office financial services environment (unit dealing experience is a strong advantage)
Understanding of key investment management activities such as Transfer Agency, Fund Accounting, Cash Management, Settlements, and Custody
Ability to follow procedures, manage risk effectively, and uphold operational controls
Strong analytical skills with advanced Microsoft Excel capability
A collaborative approach with a focus on service quality and continuous improvement
Clear and confident communication skills, both written and verbal
Proven ability to build effective relationships with stakeholders
A proactive team player who maintains accuracy in a fast‑paced environment
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.
Full-time
Customer Service
Hybrid
5112_07039
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.
Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.
Who we are
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.
Job Description
Join Legal & General Asset Management in Cardiff as a Third Party Dealing Specialist, where you’ll play an important role at the centre of our Client Service Operations. You’ll help ensure the accurate and timely execution of client orders across our pooled investment fund range, working closely with colleagues and external partners to deliver a high‑quality, dependable service in a fast‑moving environment.
If you enjoy problem‑solving, collaborating with others, and making a positive impact for customers, this could be the ideal next step in your career.
What you’ll be doing:
Executing and peer‑reviewing client orders across LGIM’s pooled fund range
Monitoring inbound dashboards and managing scheduled order uploads
Facilitating repairs and reconciling outbound unit‑dealing workflows
Signing off order completion and releasing settlement proceeds to investors and fund managers
Coordinating fund administration activities including data management and reporting
Building and maintaining strong relationships with clients and service providers
Managing day‑to‑day queries to support accurate transactions and strong customer outcomes
Maintaining task lists, reviewing processes, and implementing procedural enhancements
Qualifications
Who we’re looking for:
Experience working in a back‑ or middle‑office financial services environment (unit dealing experience is a strong advantage)
Understanding of key investment management activities such as Transfer Agency, Fund Accounting, Cash Management, Settlements, and Custody
Ability to follow procedures, manage risk effectively, and uphold operational controls
Strong analytical skills with advanced Microsoft Excel capability
A collaborative approach with a focus on service quality and continuous improvement
Clear and confident communication skills, both written and verbal
Proven ability to build effective relationships with stakeholders
A proactive team player who maintains accuracy in a fast‑paced environment
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.
💡 Quick Summary
Seeking a career-building opportunity? The Third Party Dealing Specialist position is now open for candidates interested in the Back Office Jobs sector. This role in Cardiff offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
