Unit Dealing Specialist

Cardiff, gb March 24, 2026 Full Time

Join Legal & General Asset Management (LGAM) as a Unit Dealing Speciliast where you’ll play a key role in delivering the accurate and timely execution of client orders across our pooled investment fund range. This is an exciting opportunity to work at the centre of Client Service Operations—collaborating with colleagues, clients, and external partners to support high-quality service in a dynamic and fast-paced environment.

What you’ll be doing:

  • 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

Who we’re looking for:

  • Experience within a back or middle office environment in financial services (unit dealing or client order management experience desirable)
  • 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

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
  • 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
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