At a Glance
- Tasks: Support members through bereavement processes with empathy and professionalism.
- Company: Join a welcoming team at L&G, focused on positive outcomes.
- Benefits: Generous holiday, healthcare plan, and performance-related bonuses.
- Other info: Flexible working options available to suit your lifestyle.
- Why this job: Make a real difference in people's lives during challenging times.
- Qualifications: Pension knowledge is a plus; strong attention to detail required.
The predicted salary is between 28800 - 43200 £ per year.
We’re recruiting for a Pensions Customer Service Consultant to join us in our retirements team on a permanent basis. Supporting members and their families through bereavement-related processes with empathy, accuracy, and professionalism.
In this role, you’ll be the first point of contact for individuals navigating pension claims following a bereavement. You’ll handle inbound calls with care, provide clear guidance on death payments and quotes, and ensure all administrative tasks are completed with precision. Whether you’re processing bereavement claims or interpreting scheme benefits, your work will directly impact the lives of our members and help deliver meaningful outcomes.
What you’ll be doing:
- Ensure customers have sufficiently tailored information to enable them to understand what is being communicated, including any action they need to take or when advice or further support may be required.
- Organise and manage the provision of service to give sufficient priority and opportunity to customers wishing to submit a claim or make a complaint.
- Responsible for providing an efficient claims service to individual scheme members, intermediaries and Trustees by establishing how each pension scheme operates.
- Carrying out calculations, interpreting and communicating the scheme benefits in a way that ensures excellent customer outcomes are achieved at every step.
- Accurately record workflow on to the appropriate system maintaining effectiveness, efficiency and perform quality checking according to the prescribed QA framework for the role ensuring accurate management information.
- Act to deliver good outcomes for customers, ensure we avoid foreseeable harm to customers, enable and support customers, especially those with vulnerable characteristics.
- Ensure that all business processes and internal controls within your role are designed and performed in a way that delivers good customer outcomes and demonstrates effective management of conduct risk.
Qualifications:
- Pension knowledge desirable.
- Strong attention to detail.
- Positive attitude and willingness to learn.
Benefits:
- 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).
- We offer many discounts on 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 well-being 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.
Pensions Customer Service Consultant in London employer: Legal & General
At L&G, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work environment for our Pensions Customer Service Consultants. With generous benefits such as a competitive pension contribution, healthcare plans, and flexible working options, we prioritise employee wellbeing and career development. Our modern office spaces foster collaboration, while our commitment to diversity ensures that every voice is valued, making it a truly rewarding place to work.
StudySmarter Expert Advice🤫
We think this is how you could land Pensions Customer Service Consultant in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Legal & General. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pensions Customer Service Consultant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Legal & General.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Legal & General's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Legal & General
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Legal & General.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Legal & General will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Legal & General employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.