At a Glance
- Tasks: Manage client data delivery and ensure high-quality outcomes.
- Company: Join a forward-thinking investment management firm with a focus on sustainability.
- Benefits: Enjoy competitive pay, generous holiday, healthcare, and electric car schemes.
- Other info: Flexible working options available; we value outcomes over attendance.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Degree preferred; attention to detail and strong IT skills are key.
The predicted salary is between 31500 - 38500 £ per year.
- What you'll be doing
- Overseeing the collation and timely delivery of client and consultant data, ensuring services are delivered within agreed service levels and in line with relevant regulatory requirements and industry standards
- Applying investment management knowledge and maintaining an understanding of products, clients, competitors and the wider market to support high-quality client outcomes
- Collaborating with subject matter experts across the business to coordinate and deliver ad hoc queries and data requests, managing activities through to completion in line with client expectations
- Promoting a robust control environment by documenting processes and controls, ensuring the accuracy, quality and timeliness of client deliverables while mitigating operational risk
- Supporting team flexibility and capability development by sharing knowledge, cross‑training colleagues and enhancing skills to meet the needs of the wider Client Service Operations network
- Reviewing, maintaining and improving procedures, controls and processes, updating documentation and completing control and error logs as required, while prioritising clients' best interests and effective risk management
Who we're looking for
- Good academic background, preferably degree qualified
- An understanding of the investment management industry
- Significant attention to detail and able to demonstrate high levels of accuracy and thoroughness
- Prior experience in the production of reports (not necessarily in the finance/investment industry) is preferrable but not essential
- Strong workflow management experience
- Proficient IT skills, primarily with MS Excel and Power Point
- Excellent written and verbal communication skills
- Proactive and proven to work on your own initiative
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)
- There are many discounts we offer - both for our own products and at a range of high street stores and online
- We're creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
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 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.
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Client Reporting Analyst in Cardiff employer: LegalAndGeneral
Legal & General is an exceptional employer that prioritises employee growth and development within a dynamic work culture. As a Customer Communications Manager, you will have the opportunity to leverage behavioural insights to create impactful member communications, all while enjoying a supportive environment that encourages collaboration and innovation. With a focus on meaningful engagement and a commitment to employee well-being, working here means being part of a forward-thinking team dedicated to making a difference.
StudySmarter Expert Advice🤫
We think this is how you could land Client Reporting Analyst in Cardiff
✨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 LegalAndGeneral. 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 Client Reporting Analyst in Cardiff
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 LegalAndGeneral.
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 LegalAndGeneral'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 LegalAndGeneral
✨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 LegalAndGeneral.
✨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 LegalAndGeneral 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 LegalAndGeneral 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.
