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Job description

    Company Info

    LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe's largest asset managers and a major global investor, with assets under management of £983.3bn* (as at 31 December 2017). Our success has been built by focusing on clients and providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

    LGIM is one of the world's leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.

    We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.

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Before you apply, we encourage you to learn more about Legal & General

Be unique. Be authentic. However you prefer to say it, we really mean it. Our culture embraces people’s diverse perspectives and creates a positive environment where everyone belongs. We’re determined to build a better, more connected world for everyone.

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In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.

*LGIM internal data as at 31 December 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.

Department Info

LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

Job Duties

  • Develop and maintain exceptional level of relationship and sales support to clients on behalf of Client Director's, acting as the first port of call for a client in their absence
  • Own and co-ordinate the successful resolution of client enquiries, liaising and utilising expertise from around the business
  • Provide high level technical support, demonstrating an understanding of a client's decision making process and long term objectives. Be able to answer complex queries as well as identify business opportunities and threats
  • Identify and follow up on leads and sales opportunities with the intention of maximising revenue
  • You will become a mentor for one or more of your team. You will assist with their training and development and also become an additional escalation point
  • You will be responsible for reviewing and signing off draft instructions for the team and your peers
  • Attending meetings and conference calls where required and take sole responsibility for audit and operational meetings when opportunities arise
  • Demonstrate a high level of technical knowledge in areas such as LGIM products, brand, services and competitors in the market. Develop and maintain knowledge of the current investment market, economic issues and LGIM's views, enabling you to discuss solutions with clients and consultants.
  • Prepare meeting packs for client meetings and new business pitches
  • Maintain excellent working relationships around key business areas at all times
  • Work with areas of expertise around the business to project manage ad-hoc queries, data requests and client change, through to completion in line with client expectations
  • Oversee and assist with the production of legal documentation, reports and client specific data relevant to the clients investment strategy

Skills Required

  • Technical / Professional Qualifications - IMC
  • Experience within the investment management industry including providing an exceptional level of client service and sales support
  • Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels
  • Institutional client experience
  • Strong overall Investment knowledge including an understanding of the different investment vehicle options
  • Good negotiation skills
  • Strong interpersonal skills
  • Excellent written communication skills
  • Knowledge of current investment market and economic issues

Competence / characterise
  • Must possess a good level of 'gravitas' and maturity
  • Highly team-orientated
  • Work to and share best practice
  • Exceptional communication skills
  • Resilient
  • Highly organised
  • Proactive and proven to work on your own initiative
  • Strong workflow management experience

  • Strong academic background, Degree qualified (preferably 2.1) or equivalent
  • Working within the pensions (or insurance) industry
  • Team Leader/people management experience
  • Detailed Institutional Investment product knowledge, LDI, Cashflow matching, Credit, Real Assets and Index funds knowledge
  • Report writing experience and project management skills


Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days' holiday, private medical insurance, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.

Job Sector
Customer Service
Job Position
Customer Services Manager
London, UK Show on map
Post date
Closing date

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