Technical Manager (Bereavements) in Cardiff

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.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement. We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. We focus on helping the customers of today and tomorrow achieve better long‑term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Job Description

We’re recruiting for a Technical Manager to join our Bereavements Team. As a Bereavements Technical Specialist, you’ll play a key role in delivering exceptional service within Retail Annuities Bereavements. You’ll use your expertise in systems and processes to ensure technical accuracy and compliance, while driving improvements that enhance customer experience. You’ll proactively identify and mitigate technical and operational risks, ensuring adherence to processes and escalating issues to compliance teams when needed. A big part of your role will be finding smarter, safer alternatives to manual workarounds and applying continuous improvement principles to streamline processes and reduce end‑to‑end times. This position is central to delivering consistently excellent customer outcomes. You’ll provide technical advice, resolve complex queries, and collaborate with stakeholders to implement solutions that make a real difference.

What you’ll be doing

• Acting as a technical expert for bereavement and annuity processes, including GMPE and scheme‑specific benefits
• Providing guidance on complex queries and serving as an escalation point
• Supporting accurate tax treatment on annuity payments and ensuring compliance with regulatory requirements
• Championing continuous improvement initiatives to streamline processes and reduce end‑to‑end times
• Identifying and mitigating operational and technical risks across bereavement processing
• Coaching and mentoring colleagues to build technical capability within the team
• Engaging with internal and external stakeholders to resolve technical queries and align on scheme rules
• Analysing feedback to ensure good customer outcomes and escalating failings where necessary

Qualifications

Who we’re looking for

• Experience in a technical role within pensions, annuities, or bereavement services
• Strong understanding of GMPE and scheme‑specific technical rules
• Good knowledge of HMRC regulations related to bereavement annuities, including tax and reporting obligations
• Proven ability to identify and implement process improvements using continuous improvement principles
• Excellent analytical and problem‑solving skills with high attention to detail
• Strong stakeholder engagement and communication skills
• Ability to coach and mentor others, sharing technical knowledge effectively
• Familiarity with complex systems and end‑to‑end operational processes

Benefits

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.