Unit Dealing Specialist

• Executing and peer‑reviewing client orders for LGIM’s pooled fund range
• Monitoring inbound dashboards and managing scheduled order uploads
• Facilitating repairs and reconciling outbound unit‑dealing workflows
• Signing off order completion and releasing settlement proceeds to investors and external fund managers
• Coordinating fund administration tasks including data management and reporting
• Building and maintaining strong relationships with clients and service providers
• Managing day‑to‑day queries to ensure accurate transactions and excellent customer service
• Maintaining task lists and supporting the implementation of procedural and control enhancements

• Experience within a back or middle office environment in financial services
• Understanding of investment management activities, including Transfer Agency, Fund Accounting, Cash Management, Settlements and Custody
• Ability to follow procedures and manage operational risk effectively
• Strong analytical capabilities with advanced Microsoft Excel skills
• A collaborative, people‑centred approach to service delivery and continuous improvement
• Clear and confident communication skills, both written and verbal
• Ability to build effective relationships with stakeholders at all levels
• A team‑focused mindset with the ability to maintain accuracy in a fast‑paced environment

Unit dealing or client order management experience desirable

• 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