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Product Manager - ESG (6-12 month FTC) at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Product Development, Esg Investment Strategies, Stakeholder Engagement, Project Management, Regulatory Compliance, Industry Trends Monitoring, Communication Skills, Strategic Thinking, Collaboration, Lifecycle Management
Specialization
Candidates should have proven experience in the investment management industry, ideally with over 5 years of experience. Strong knowledge of ESG investment strategies and excellent stakeholder engagement skills are essential.
Experience Required
Minimum 5 year(s)
Guideline Monitoring Analyst at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Key Relationship Support (12-Month FTC) at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Fintech Knowledge, Mortgage Market Knowledge, Sales Skills, Analytical Skills, Customer Planning, Service Skills, Communication Skills, Development Skills, Engagement Skills, Influencing Skills, Presentation Skills, Self Motivated, Numerate, Problem Solving, Relationship Building, Data Interpretation
Specialization
Candidates should have knowledge of the fintech and mortgage markets, along with strong sales and analytical skills. The role requires the ability to build relationships and effectively communicate with various stakeholders.
Experience Required
Minimum 2 year(s)
Product Investment Oversight Administrator at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Detail Oriented, Investment Data Analysis, Regulatory Knowledge, Data Reporting, Risk Management, Relationship Building, Product Performance Review, Customer Experience Improvement
Specialization
Candidates should have a good understanding of UK pensions and fund management regulations and the ability to analyze data. Strong communication skills and a passion for improving customer outcomes are essential.
Experience Required
Minimum 2 year(s)
Claims Assessor at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Medical Assessing Experience, Group Protection Knowledge, Income Protection Knowledge, Understanding Of Medical Conditions, Strong Communication Skills, Analytical Skills, Risk Management Skills, Creative Thinking, Strategic Thinking, Microsoft Office Proficiency, It Savvy, Claims Medical Assessment Skills
Specialization
Medical assessing experience and in-depth knowledge of Group Protection or Income Protection products are required. Strong written and verbal communication skills, along with analytical and risk management skills, are essential.
Experience Required
Minimum 2 year(s)
Customer Data Analyst at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Sql, Sas, Alteryx, Data Visualisation, Segmentation, Analytical Skills, Communication, Relationship Building, Commercial Awareness, Flexibility, Customer Understanding, Gdpr Compliance, Forecasting, Modeling Behaviour, Knowledge Sharing, Project Management
Specialization
Candidates should demonstrate strong SQL skills and experience with tools like SAS or Alteryx, along with the ability to communicate clearly with stakeholders. A degree in a relevant field or equivalent experience is desirable.
Experience Required
Minimum 2 year(s)
Technical & Regulatory Consultant at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Regulatory Change, Fca Regulations, Conduct Risk Principles, Annuity Products, Customer Journeys, Governance Frameworks, Technical Guidance, Project Delivery, Customer Communications, Relationship Building, Product Performance Reviews, Customer Outcome Monitoring
Specialization
Candidates should have proven experience in regulatory change within financial services and a strong understanding of FCA regulations and Conduct Risk principles. Knowledge of annuity products and the ability to provide clear technical guidance are also essential.
Experience Required
Minimum 5 year(s)
Data Analyst at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Sql, Sas, Alteryx, Data Visualisation, Segmentation, Analytical Techniques, Stakeholder Communication, Relationship Building, Commercial Awareness, Project Management, Gdpr Compliance, Customer Insight, Collaboration, Flexibility, Customer Needs Understanding
Specialization
Strong SQL skills and experience with tools like SAS or Alteryx are essential. A degree in a relevant field or equivalent experience is desirable.
Compliance Manager (12-month FTC) at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Compliance, Regulatory Knowledge, Financial Promotion, Marketing Rules, Product Development, Risk Analysis, Data Visualization, Presentation Skills, Relationship Building, Advisory Skills, Training, Project Participation, Conduct Risk, Customer Outcomes, Fca Rules, Fund Management
Specialization
Candidates should have a good understanding of rules applying to UCITS and AIF Product Providers in the UK, along with knowledge of UK financial promotion and marketing rules. Experience in interpreting regulatory rules and presenting reports to senior management is also essential.
Experience Required
Minimum 5 year(s)
IT Environment & Release Manager at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Ci/Cd Pipelines, Environment Management, Release Management, Configuration Management, Test Management, It Infrastructure, Sdlc, Devops, Agile Methodology, Servicenow, Jira, Plutora, Github, Github Actions, Source Control, Version Control, Branching Concepts
Specialization
Candidates should have knowledge of CI/CD pipelines and experience in IT Environment and Release Management. Familiarity with DevOps, Agile methodologies, and various release management tools is also required.
Experience Required
Minimum 5 year(s)
Senior Liability Data Analyst at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Defined Benefit Pension Schemes, Data Cleansing, Data Validation, Data Transformation, Data Integration, Stakeholder Consultation, Data Quality Improvement, Process Testing, Documentation, Audit Trails, Communication, Training, Project Management, Gdpr Knowledge, Customer Focus, Excel Skills
Specialization
Candidates should have experience with defined benefit pension schemes and strong technical aptitude, particularly in Excel. Familiarity with programming languages like Python, SAS, or SQL is beneficial, along with a degree in mathematics or statistics.
Experience Required
Minimum 5 year(s)
Pensions Customer Service Consultant at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Pension Knowledge, Attention To Detail, Empathy, Customer Service, Claims Processing, Communication, Problem Solving, Organizational Skills, Administrative Skills, Quality Assurance, Vulnerability Awareness, Conduct Risk Management, Team Collaboration, Adaptability, Learning Agility, Customer Outcome Focus
Specialization
Candidates should have desirable pension knowledge and a strong attention to detail. A positive attitude and willingness to learn are essential for this role.
Senior Analyst Investment Stewardship at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Investment Stewardship, Esg Topics, Corporate Governance, Proxy Voting, Responsible Investment, Engagement Strategies, Research Skills, Collaboration, Client Engagement, Sector Strategy, Voting Activities, C Suite Engagement, Stakeholder Management, Financial Analysis, Climate Risks, Nature Risks
Specialization
Candidates should have experience in the Industrial Sector, particularly with ESG topics and corporate governance. Previous experience in corporate engagements and proxy voting is strongly preferred.
Experience Required
Minimum 5 year(s)
Business Technology Risk Partner at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Technology Risk, Governance, Cyber Security, Regulatory Requirements, Risk Assessment, Control Oversight, Stakeholder Engagement, Itil, Nist, Iso27001, Audit Responses, Risk Frameworks, Control Effectiveness, Coaching, Training, Collaboration
Specialization
Candidates should have extensive experience in technology risk and governance within a regulated environment, with familiarity in security frameworks and regulatory requirements. Qualifications in technology risk and cyber security are desirable but not mandatory.
Experience Required
Minimum 5 year(s)
Strategic Planning Analyst at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Analytical Skills, Organisational Skills, Written Communication, Verbal Communication, Stakeholder Engagement, Strategy, Business Analysis, Project Support, Microsoft 365, Sharepoint, Excel, Powerpoint, Performance Tracking, Problem Solving, Continuous Improvement
Specialization
Candidates should possess strong analytical and organizational skills, along with excellent communication abilities. Experience in strategy, business analysis, or project support roles is preferred, along with proficiency in Microsoft 365 tools.
Experience Required
Minimum 2 year(s)
Payroll Controls and Governance Analyst at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Payroll Processes, Governance, Risk Management, Excel Skills, Stakeholder Communication, Pension Payments, Regulatory Knowledge, Reconciliation Processes, Control Frameworks, Operational Resilience, Conduct Risk, Customer Outcomes, Relationship Building, Accounting Reasoning, Fca Requirements, Retirement Income Knowledge
Specialization
Candidates should have experience or understanding of pension payments and knowledge of payroll processes. Familiarity with FCA Treating Customers Fairly and Consumer Duty requirements is essential.
Experience Required
Minimum 2 year(s)
Paraplanner at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Paraplanning, Pensions, Investments, Protection, Tax Planning, Fca Regulations, Client Data Interpretation, Financial Planning Tools, Crm Systems, Cashflow Modelling, Communication, Technical Input, Compliance, Governance Standards, Research, Collaboration
Specialization
Candidates should have experience in a paraplanning role with strong knowledge of pensions, investments, protection, and tax planning. A Level 4 Diploma in Regulated Financial Planning is desirable, along with the ability to communicate technical concepts clearly.
Experience Required
Minimum 2 year(s)
Senior Paraplanner at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Financial Planning, Mentoring, Regulatory Standards, Technical Research, Compliance, Team Performance, Pensions, Investments, Protection, Tax Planning, Fca Regulations, Suitability Reports, Process Improvement, Client Journey Design, Coaching, Collaboration
Specialization
Candidates should possess a Level 4 Diploma in Regulated Financial Planning and have in-depth knowledge of pensions, investments, protection, and tax planning. Proven experience in producing compliant suitability reports and supporting advisers with complex planning scenarios is essential.
Experience Required
Minimum 5 year(s)
Senior Paraplanner at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Financial Planning, Mentoring, Technical Research, Compliance, Pensions, Investments, Protection, Tax Planning, Fca Regulations, Suitability Reports, Process Improvement, Client Journey Design, Team Management, Coaching, Collaboration, Communication
Specialization
Candidates should have a Level 4 Diploma in Regulated Financial Planning and in-depth knowledge of pensions, investments, protection, and tax planning. Proven experience in producing compliant suitability reports and supporting advisers with complex planning scenarios is also required.
Experience Required
Minimum 5 year(s)
Paraplanner at LegalAndGeneral
Metropolitan Borough of Solihull, England, United Kingdom - Full Time
Skills Needed
Paraplanning, Financial Planning, Pensions, Investments, Protection, Tax Planning, Fca Regulations, Client Data Interpretation, Communication, Financial Planning Tools, Crm Systems, Cashflow Modelling, Report Writing, Compliance, Technical Support, Collaboration
Specialization
Candidates should have experience in a paraplanning role and strong knowledge of pensions, investments, protection, and tax planning. A Level 4 Diploma in Regulated Financial Planning is desirable, along with the ability to communicate technical concepts clearly.
Experience Required
Minimum 2 year(s)
Product Manager - ESG (6-12 month FTC) at LegalAndGeneral
City of London, England, United Kingdom -
Full Time

Start Date

Immediate

Expiry Date

06 Jan, 26

Salary

0.0

Posted On

08 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Product Development, ESG Investment Strategies, Stakeholder Engagement, Project Management, Regulatory Compliance, Industry Trends Monitoring, Communication Skills, Strategic Thinking, Collaboration, Lifecycle 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. L&G Asset Management is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs. Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns. Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners. Job Description At Legal & General Investment Management, we’re committed to building a better society through responsible investing. We’re looking for a passionate and experienced individual to join our Strategic Product Projects team as a Senior Product Strategy & Development Manager – ESG. This is a fantastic opportunity to shape the future of ESG product strategy and development in one of the UK’s leading asset managers. What you’ll be doing: Leading the development and design of ESG products and propositions across a diverse fund range Acting as a senior ESG subject matter expert, providing technical guidance across the business Coordinating cross-functional teams to deliver product initiatives using effective project management tools Supporting product governance processes and ensuring compliance with regulatory standards Engaging with internal and external stakeholders to align ESG product strategy with client needs Monitoring industry trends and competitor activity to inform product innovation Collaborating with operational teams to ensure smooth implementation of ESG features Presenting at internal committees and fund boards to communicate product strategy and updates Qualifications Who we’re looking for: Proven experience in the investment management industry, ideally 5+ years Strong knowledge of ESG investment strategies, fund structures and regulatory environments Demonstrated ability to lead product development and lifecycle management Excellent stakeholder engagement and communication skills Experience managing complex projects with multiple stakeholders A collaborative mindset with the ability to influence across teams A strategic thinker with a passion for responsible investing Educated to degree level or equivalent professional experience 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
Lead the development and design of ESG products and propositions while acting as a senior ESG subject matter expert. Coordinate cross-functional teams to deliver product initiatives and engage with stakeholders to align ESG product strategy with client needs.
Product Manager - ESG (6-12 month FTC) at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Product Development, Esg Investment Strategies, Stakeholder Engagement, Project Management, Regulatory Compliance, Industry Trends Monitoring, Communication Skills, Strategic Thinking, Collaboration, Lifecycle Management
Specialization
Candidates should have proven experience in the investment management industry, ideally with over 5 years of experience. Strong knowledge of ESG investment strategies and excellent stakeholder engagement skills are essential.
Experience Required
Minimum 5 year(s)
Guideline Monitoring Analyst at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Key Relationship Support (12-Month FTC) at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Fintech Knowledge, Mortgage Market Knowledge, Sales Skills, Analytical Skills, Customer Planning, Service Skills, Communication Skills, Development Skills, Engagement Skills, Influencing Skills, Presentation Skills, Self Motivated, Numerate, Problem Solving, Relationship Building, Data Interpretation
Specialization
Candidates should have knowledge of the fintech and mortgage markets, along with strong sales and analytical skills. The role requires the ability to build relationships and effectively communicate with various stakeholders.
Experience Required
Minimum 2 year(s)
Product Investment Oversight Administrator at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Detail Oriented, Investment Data Analysis, Regulatory Knowledge, Data Reporting, Risk Management, Relationship Building, Product Performance Review, Customer Experience Improvement
Specialization
Candidates should have a good understanding of UK pensions and fund management regulations and the ability to analyze data. Strong communication skills and a passion for improving customer outcomes are essential.
Experience Required
Minimum 2 year(s)
Claims Assessor at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Medical Assessing Experience, Group Protection Knowledge, Income Protection Knowledge, Understanding Of Medical Conditions, Strong Communication Skills, Analytical Skills, Risk Management Skills, Creative Thinking, Strategic Thinking, Microsoft Office Proficiency, It Savvy, Claims Medical Assessment Skills
Specialization
Medical assessing experience and in-depth knowledge of Group Protection or Income Protection products are required. Strong written and verbal communication skills, along with analytical and risk management skills, are essential.
Experience Required
Minimum 2 year(s)
Customer Data Analyst at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Sql, Sas, Alteryx, Data Visualisation, Segmentation, Analytical Skills, Communication, Relationship Building, Commercial Awareness, Flexibility, Customer Understanding, Gdpr Compliance, Forecasting, Modeling Behaviour, Knowledge Sharing, Project Management
Specialization
Candidates should demonstrate strong SQL skills and experience with tools like SAS or Alteryx, along with the ability to communicate clearly with stakeholders. A degree in a relevant field or equivalent experience is desirable.
Experience Required
Minimum 2 year(s)
Technical & Regulatory Consultant at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Regulatory Change, Fca Regulations, Conduct Risk Principles, Annuity Products, Customer Journeys, Governance Frameworks, Technical Guidance, Project Delivery, Customer Communications, Relationship Building, Product Performance Reviews, Customer Outcome Monitoring
Specialization
Candidates should have proven experience in regulatory change within financial services and a strong understanding of FCA regulations and Conduct Risk principles. Knowledge of annuity products and the ability to provide clear technical guidance are also essential.
Experience Required
Minimum 5 year(s)
Data Analyst at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Sql, Sas, Alteryx, Data Visualisation, Segmentation, Analytical Techniques, Stakeholder Communication, Relationship Building, Commercial Awareness, Project Management, Gdpr Compliance, Customer Insight, Collaboration, Flexibility, Customer Needs Understanding
Specialization
Strong SQL skills and experience with tools like SAS or Alteryx are essential. A degree in a relevant field or equivalent experience is desirable.
Compliance Manager (12-month FTC) at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Compliance, Regulatory Knowledge, Financial Promotion, Marketing Rules, Product Development, Risk Analysis, Data Visualization, Presentation Skills, Relationship Building, Advisory Skills, Training, Project Participation, Conduct Risk, Customer Outcomes, Fca Rules, Fund Management
Specialization
Candidates should have a good understanding of rules applying to UCITS and AIF Product Providers in the UK, along with knowledge of UK financial promotion and marketing rules. Experience in interpreting regulatory rules and presenting reports to senior management is also essential.
Experience Required
Minimum 5 year(s)
IT Environment & Release Manager at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Ci/Cd Pipelines, Environment Management, Release Management, Configuration Management, Test Management, It Infrastructure, Sdlc, Devops, Agile Methodology, Servicenow, Jira, Plutora, Github, Github Actions, Source Control, Version Control, Branching Concepts
Specialization
Candidates should have knowledge of CI/CD pipelines and experience in IT Environment and Release Management. Familiarity with DevOps, Agile methodologies, and various release management tools is also required.
Experience Required
Minimum 5 year(s)
Senior Liability Data Analyst at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Defined Benefit Pension Schemes, Data Cleansing, Data Validation, Data Transformation, Data Integration, Stakeholder Consultation, Data Quality Improvement, Process Testing, Documentation, Audit Trails, Communication, Training, Project Management, Gdpr Knowledge, Customer Focus, Excel Skills
Specialization
Candidates should have experience with defined benefit pension schemes and strong technical aptitude, particularly in Excel. Familiarity with programming languages like Python, SAS, or SQL is beneficial, along with a degree in mathematics or statistics.
Experience Required
Minimum 5 year(s)
Pensions Customer Service Consultant at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Pension Knowledge, Attention To Detail, Empathy, Customer Service, Claims Processing, Communication, Problem Solving, Organizational Skills, Administrative Skills, Quality Assurance, Vulnerability Awareness, Conduct Risk Management, Team Collaboration, Adaptability, Learning Agility, Customer Outcome Focus
Specialization
Candidates should have desirable pension knowledge and a strong attention to detail. A positive attitude and willingness to learn are essential for this role.
Senior Analyst Investment Stewardship at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Investment Stewardship, Esg Topics, Corporate Governance, Proxy Voting, Responsible Investment, Engagement Strategies, Research Skills, Collaboration, Client Engagement, Sector Strategy, Voting Activities, C Suite Engagement, Stakeholder Management, Financial Analysis, Climate Risks, Nature Risks
Specialization
Candidates should have experience in the Industrial Sector, particularly with ESG topics and corporate governance. Previous experience in corporate engagements and proxy voting is strongly preferred.
Experience Required
Minimum 5 year(s)
Business Technology Risk Partner at LegalAndGeneral
Hove, England, United Kingdom - Full Time
Skills Needed
Technology Risk, Governance, Cyber Security, Regulatory Requirements, Risk Assessment, Control Oversight, Stakeholder Engagement, Itil, Nist, Iso27001, Audit Responses, Risk Frameworks, Control Effectiveness, Coaching, Training, Collaboration
Specialization
Candidates should have extensive experience in technology risk and governance within a regulated environment, with familiarity in security frameworks and regulatory requirements. Qualifications in technology risk and cyber security are desirable but not mandatory.
Experience Required
Minimum 5 year(s)
Strategic Planning Analyst at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Analytical Skills, Organisational Skills, Written Communication, Verbal Communication, Stakeholder Engagement, Strategy, Business Analysis, Project Support, Microsoft 365, Sharepoint, Excel, Powerpoint, Performance Tracking, Problem Solving, Continuous Improvement
Specialization
Candidates should possess strong analytical and organizational skills, along with excellent communication abilities. Experience in strategy, business analysis, or project support roles is preferred, along with proficiency in Microsoft 365 tools.
Experience Required
Minimum 2 year(s)
Payroll Controls and Governance Analyst at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Payroll Processes, Governance, Risk Management, Excel Skills, Stakeholder Communication, Pension Payments, Regulatory Knowledge, Reconciliation Processes, Control Frameworks, Operational Resilience, Conduct Risk, Customer Outcomes, Relationship Building, Accounting Reasoning, Fca Requirements, Retirement Income Knowledge
Specialization
Candidates should have experience or understanding of pension payments and knowledge of payroll processes. Familiarity with FCA Treating Customers Fairly and Consumer Duty requirements is essential.
Experience Required
Minimum 2 year(s)
Paraplanner at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Paraplanning, Pensions, Investments, Protection, Tax Planning, Fca Regulations, Client Data Interpretation, Financial Planning Tools, Crm Systems, Cashflow Modelling, Communication, Technical Input, Compliance, Governance Standards, Research, Collaboration
Specialization
Candidates should have experience in a paraplanning role with strong knowledge of pensions, investments, protection, and tax planning. A Level 4 Diploma in Regulated Financial Planning is desirable, along with the ability to communicate technical concepts clearly.
Experience Required
Minimum 2 year(s)
Senior Paraplanner at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Financial Planning, Mentoring, Regulatory Standards, Technical Research, Compliance, Team Performance, Pensions, Investments, Protection, Tax Planning, Fca Regulations, Suitability Reports, Process Improvement, Client Journey Design, Coaching, Collaboration
Specialization
Candidates should possess a Level 4 Diploma in Regulated Financial Planning and have in-depth knowledge of pensions, investments, protection, and tax planning. Proven experience in producing compliant suitability reports and supporting advisers with complex planning scenarios is essential.
Experience Required
Minimum 5 year(s)
Senior Paraplanner at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Financial Planning, Mentoring, Technical Research, Compliance, Pensions, Investments, Protection, Tax Planning, Fca Regulations, Suitability Reports, Process Improvement, Client Journey Design, Team Management, Coaching, Collaboration, Communication
Specialization
Candidates should have a Level 4 Diploma in Regulated Financial Planning and in-depth knowledge of pensions, investments, protection, and tax planning. Proven experience in producing compliant suitability reports and supporting advisers with complex planning scenarios is also required.
Experience Required
Minimum 5 year(s)
Paraplanner at LegalAndGeneral
Metropolitan Borough of Solihull, England, United Kingdom - Full Time
Skills Needed
Paraplanning, Financial Planning, Pensions, Investments, Protection, Tax Planning, Fca Regulations, Client Data Interpretation, Communication, Financial Planning Tools, Crm Systems, Cashflow Modelling, Report Writing, Compliance, Technical Support, Collaboration
Specialization
Candidates should have experience in a paraplanning role and strong knowledge of pensions, investments, protection, and tax planning. A Level 4 Diploma in Regulated Financial Planning is desirable, along with the ability to communicate technical concepts clearly.
Experience Required
Minimum 2 year(s)