Proposal Specialist at LegalAndGeneral

City of London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

0.0

Posted On

08 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Products, Client Solutions, Proposal Content, Stakeholder Management, Financial Markets, ETFs, MS Office, Written Communication, Collaboration, Intellectual Curiosity, Proactive Learning, Consumer Duty

Industry

Financial Services

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. Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets. Job Description Are you passionate about investment products and driven by delivering high-quality client solutions? We’re looking for a Proposal Specialist to join our dynamic team, focusing on Legal & General’s Index and ETF capabilities. This role offers the opportunity to collaborate across teams, shape compelling proposals, and contribute to our commercial success in a fast-paced, inclusive environment. What you’ll be doing: Coordinating and delivering responses to RFPs, DDQs and client-related requests Partnering with stakeholders across Investments, Distribution and Marketing Creating and maintaining best-in-class proposal content Managing a pipeline of proposals to meet commercial objectives Tracking and analysing proposal performance to drive continuous improvement Ensuring consistency and credibility of data used in client materials Supporting broader content needs across asset classes Upholding Consumer Duty standards in all client-facing materials Qualifications Who we’re looking for: Educated to degree level, with IMC or CFA (or willingness to work towards) Experience in investment management or a similar role Strong understanding of financial markets and investment products Knowledge of ETFs and proficiency in MS Office Excellent written communication and stakeholder management skills Ability to work collaboratively across teams and functions Intellectual curiosity and a proactive approach to learning Commitment to fairness, integrity and delivering good client outcomes 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.

Responsibilities

The Proposal Specialist will coordinate and deliver responses to RFPs, DDQs, and client-related requests while managing a pipeline of proposals to meet commercial objectives. They will also track and analyze proposal performance to drive continuous improvement and ensure the credibility of data used in client materials.