Corporate Investment Consultant
Legal & General
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Posted 6+ months ago
Do you have great communication skills? Do you enjoy giving the best Client experience? Our Corporate Accounts Team is hiring a Corporate Investment Consultant to join them in their team for 7 months on a Fixed Term Contract!You will be working Monday- Friday with weekends off to relax and enjoy!You will deliver outstanding service for all Corporate, Charity and Nominee clients and intermediaries across a range of processes that covers the full end-to-end client journey. To administer all aspects of client dealing and settlement across all transaction types for clients invested in Unit Trust range.
We love working at Legal and General and know you will too. Here are some of the amazing benefits our colleagues get:
- Your hard work is rewarded through our company bonus scheme. This is typically between 5-10% of your salary. As your skillset grows, it’s possible your earning potential will too.
- This team has an excellent internal progression scheme- we will support your career development.
- 25 days holiday, plus bank holidays, 26 days after 2 years’ service. You can also buy and sell holiday.
- We give colleagues a 5% company pension contribution, plus match up to a further 5% of your personal contribution.
- Life assurance x8 of your annual salary.
- Free individual private medical insurance. You can also add your dependants on for a small cost.
- Recommend L&G as a great place to work and earn £500-£3500 if someone you know joins us.
- A variety of company share schemes, discounts at a huge range of high street stores and on our own products.
- We strongly believe in supporting our employees’ chosen charities, so we'll match money that you raise up to £5000.
- We have announced that our Cardiff office will move to The InterChange Building in Cardiff Central in 2023. We are completing a £400m regeneration project, the largest privately funded development in Wales. This move will see our people placed at the beating heart of the incredible £400m investment we're making in the city, and its long-term future.
- Service provision: Providing an end-to-end service to Corporate, Nominee and Charity clients using professional communication style and content.
- Providing a live dealing one-stop service to clients, ensuring that regulatory and customer outcomes are met.
- Problem resolution: Identifying client issues that require escalation, recording client information as appropriate to maximise their experience.
- Knowledge maintenance: Maintaining a comprehensive knowledge of all corporate processes and products, in order to be able to offer continuous improvement to our clients.
- Ensuring compliance of Financial Crime protocols, and other regulatory requirements are met so that the client’s experience is optimised whilst still providing the required levels of client and business protection
- Understanding of Investment Management Strategy.
- Communicating effectively with a wide range of clients with varying degrees of sophistication. To help clarify the client’s needs and issues and to exceed their expectations.
- Demonstrating actions that show an appropriate balance of customer and commercial needs.
- Confidently making decisions based on evaluation of risks and using all available information
- Building and maintaining relationships, including proven ability to work effectively as part of a team
- Working under pressure, whilst maintaining quality standards and regulatory compliance
- Communicating to a high standard, both verbally and written.
This job is no longer accepting applications
See open jobs at Legal & General.See open jobs similar to "Corporate Investment Consultant" Black Women in Asset Management.