Senior Unit Dealing Specialist at LegalAndGeneral

Cardiff, Wales, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Unit-dealing, Client Order-Management, Risk Management, Microsoft Excel, Analytical Capability, Investment Management, Transfer Agency, Fund Accounting, Cash Management, Settlements, Custody, Stakeholder Management, Service Delivery, Continuous Improvement, Verbal Communication, Written Communication

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. 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 as a Senior Unit Dealing Specialist, playing a key role in the delivery of an efficient, low‑risk unit‑dealing function across our pooled investment vehicle range. You’ll work closely with internal teams, clients, and third‑party administrators to ensure the accurate and timely execution of orders, contributing to an environment where strong governance, collaboration, and excellent service are at the heart of everything we do. What you’ll be doing: Carrying out tasks to ensure accurate and timely execution and peer review of client orders for LGIM’s pooled fund range Overseeing inbound dashboards, executing scheduled orders, and managing order uploads Monitoring and facilitating repairs for outbound unit‑dealing workflows Reconciling order instruction workflows and signing off order completion and settlement releases to investors and fund managers Coordinating fund administration tasks including data management, reporting, and periodic reviews of operational procedures Developing and maintaining strong relationships with clients and service providers to support team objectives and service quality Managing and directing the resolution of day‑to‑day queries to ensure accurate transactions and excellent customer service Reviewing controls, maintaining task lists, and supporting continuous enhancements to processes and ways of working Who we’re looking for: Strong technical experience across the unit‑dealing and client order‑management lifecycle Ability to follow policies and procedures effectively with strong risk‑management capability Intermediate to advanced Microsoft Excel skills and strong analytical capability Deep understanding of investment management activities, including Transfer Agency, Fund Accounting, Cash Management, Settlements and Custody Proven experience influencing and collaborating across teams, with strong stakeholder‑management skills A collaborative, people‑centred approach to service delivery and continuous improvement Ability to work flexibly and manage multiple priorities in a fast‑paced and changeable environment Strong verbal and written communication skills, with the ability to articulate issues clearly and logically 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 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 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. Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US) L&G Business Unit: Legal & General Investment Management L&G sub Business Unit: LGIM Primary Location: Cardiff, Four Central Square Job Family: Customer Service

Responsibilities

The specialist will execute and peer review client orders for pooled funds, oversee order execution workflows, and manage monitoring and repair processes for unit-dealing activities. This role also involves coordinating fund administration tasks, maintaining operational procedures, and building relationships with clients and service providers.