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

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Unit Dealing, Order Execution, Peer-reviewing, Order Monitoring, Order Uploads, Workflow Management, Data Management, Reporting, Client Relationship Management, Query Management, Procedural Enhancements, Operational Risk Management, Analytical Capabilities, Microsoft Excel, Communication Skills, Stakeholder Management

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 (LGAM) as a Unit Dealing Speciliast where you’ll play a key role in delivering the accurate and timely execution of client orders across our pooled investment fund range. This is an exciting opportunity to work at the centre of Client Service Operations—collaborating with colleagues, clients, and external partners to support high-quality service in a dynamic and fast-paced environment. What you’ll be doing: Executing and peer‑reviewing client orders for 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 external fund managers Coordinating fund administration tasks including data management and reporting Building and maintaining strong relationships with clients and service providers Managing day‑to‑day queries to ensure accurate transactions and excellent customer service Maintaining task lists and supporting the implementation of procedural and control enhancements Who we’re looking for: Experience within a back or middle office environment in financial services (unit dealing or client order management experience desirable) Understanding of investment management activities, including Transfer Agency, Fund Accounting, Cash Management, Settlements and Custody Ability to follow procedures and manage operational risk effectively Strong analytical capabilities with advanced Microsoft Excel skills A collaborative, people‑centred approach to service delivery and continuous improvement Clear and confident communication skills, both written and verbal Ability to build effective relationships with stakeholders at all levels A team‑focused mindset with the ability to maintain 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 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 investment funds, monitor dashboards, manage scheduled uploads, and facilitate repairs and reconciliation of workflows. Key duties also involve signing off order completion, releasing settlement proceeds, coordinating fund administration tasks, and managing client queries.