Client Projects Analyst
Legal & General
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
We are looking for a Clients Project Analyst to support the growth and retention of Legal & General’s DC business by providing a comprehensive service to the Client Projects Team, Business Development Team, Client Relationship Teams and agreed clients using effective project management methodology, organisation and communication approaches.
What you’ll be doing:
- Leading and managing small to medium-sized, low-complexity client projects, producing appropriate documentation that demonstrates active project management
- Coordinating relevant teams by arranging project meetings, preparing agendas, facilitating discussions, documenting actions, and taking the lead for agreed clients
- Supporting the transfer process by assisting clients in moving assets into Legal & General DC workplace products
- Assisting senior team members with new business opportunities during tender, beauty parade, and site visit stages by producing opportunity-specific project documentation
- Collaborating with senior members of the Client Projects team on larger, more complex client projects, contributing to project plans, meeting notes, and other documentation while using the experience for personal development
- Maintaining effective communication with all parties involved in the implementation, both external and internal to Legal & General, according to agreed roles and responsibilities, which may include supporting and updating internal and external project plans
- Reviewing and maintaining project plans, transition process maps, and other project management templates to enhance quality and efficiency, while keeping divisional MI for agreed projects up to date in real time via Salesforce
- Conducting Post Implementation Reviews with agreed clients, collecting and sharing feedback appropriately to improve future approaches and support testimonial use, and facilitating lessons learned sessions with all involved parties as needed
Qualifications
Who we’re looking for:
- Knowledge or understanding of workplace pension product solutions and marketplace
- Demonstrable communication skills, the ability to articulate and convey information in a clear and compelling manner in writing and in person
- Experience dealing with external clients
- Excellent Microsoft Office Skills
- Understanding of project management process, preferably with some project management experience
- Confident, willing to take initiative and be a team player
- Ability to build good working relationships with professionals across the business, internally and externally
- Highly organized. Able to deal with multiple tasks at the same time with an excellent attention to detail
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.