Are you an expert in Pension and ISA administration? Do you know HMRC reporting inside out, able to analyse regulatory rules and provide advice to senior managers on how to implement them? We’re creating a new Technical operations team to handle our pension and ISA administration, overseeing regulatory reporting, tax processes, the administration of batch processes on our platform and being a point of referral for our customer services team. We need a manager who is an expert in all these things and happy to lead a small but highly effective technical team.

To lead the LGIM Customer and Client Operations Technical team through robust management and oversight; ensuring the pension, ISA and investment products administered on LGIM’s digital platform meet the requirements of the regulatory, legislative and legal frameworks in which they operate. This will include regulatory and tax reporting processes, the design and delivery of statutory customer disclosures and oversight of operational processes that present a higher risk of rule compliance failure. The team will also support Customer Services teams by being a point of referral for queries and complaints that require in depth product technical knowledge.

• Tax wrapper oversight- Responsible for ensuring that all Pension, ISA and other investment product and regulatory rules are effectively embedded in operational processes. Undertake regular reviews of key controls and attest to their levels of effectiveness, proactively addressing any areas of weakness identified
• Training and competency oversight- As line manager for individuals captured by the Training and Competency scheme, ensure all captured individuals have a robust T&C plan that is documented and ensures the level of competence and capability to meet the needs of the scheme
• Customer service support- Ensure that the Technical team proactively support customer support teams by providing a technical support capability, answering referrals and working with the Learning and Development team to devise product technical training where required.
• Regulatory and tax reporting- Lead, develop and oversee robust operational processes to meet all regulatory and tax reporting requirements. Ensure that all statutory customer disclosure requirements are met through high quality correspondence that is accessible and understandable to a broad customer base.
• Regulatory change and horizon scanning- Proactively engage in industry/regulatory change issues, remaining fully up to date with changes on the horizon and share key insights with the wider Operations leadership team. Support regulatory change initiatives by personally owning and overseeing operational activity required to deliver change projects and maintain ongoing product compliance. Maintain contact/relationship with trade bodies and represent Legal & General where applicable at meetings and conferences, ensuring we have an industry leading product technical function.
• Treating Customers Fairly (TCF)- we aspire to provide our customers with brilliant service experiences. You will be responsible for ensuring we meet our regulatory and legislative requirements, whilst still maintaining simple, intuitive customer journeys that help our customers make sense of their finances and decisions we ask them to make.
• Manage, motivate and develop employees at all levels, in a manner that is consistent with the Company’s policies and procedures the including Partnership Agreement, to maximise the performance of the area.

Proven experience working with Pension and Investment products, preferably in a technical department with an in-depth understanding of:

1. Pension tax rules
2. ISA tax rules
3. FCA handbook (COBS, DISP, T&C etc)

• Regulatory change, proposition delivery, tax and regulatory reporting.
• Direct people leadership experience is desirable, developing others and a thorough understanding of Training and Competency
• Level 3 qualifications from the Charted Insurance Institute, Chartered Institute for Securities and Investments or equivalent (to meet the needs for a Training and Competency scheme supervisor of overseers).

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, 27 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.

For any further information, please contact Christine.Mitchell@landg.com

Our working hours are typically 35 hrs per week, but we may be able to consider applicants on an agile working basis or who require a reduced working week ( subject to business requirements )