• Providing day-to-day support to Client Directors and Client Managers, working with charity and non-profit clients.
• Assisting with the preparation of client presentations, pitch documents, meeting packs, reports, and other supporting materials.
• Supporting the coordination and resolution of client enquiries, ensuring requests are tracked and progressed in a timely manner.
• Supporting client relationship management activities, including maintaining client records, coordinating reviews, and preparing follow-up communications.
• Coordinating logistics for client meetings, events, and conference calls, including scheduling, agenda preparation, and note-taking.
• Supporting new business and sales activity by helping to identify opportunities, preparing proposal materials, and ensuring opportunities are progressed effectively.
• Working closely with colleagues across investment, operations, marketing, and client service teams to gather information and deliver client requests.
• Maintaining accurate records of client interactions, business development activity, and key actions to support effective relationship management.

Who We're Looking For

• A strong client-service mindset with an interest in supporting charity and non-profit organisations.
• Excellent organisational skills and the ability to manage multiple tasks and priorities effectively.
• Comfortable preparing presentations, reports, and meeting materials with a high degree of accuracy and attention to detail.
• Strong written and verbal communication skills with confidence interacting with both internal and external stakeholders.
• Experience supporting client relationships or general sales support within a financial services environment.
• A proactive and collaborative approach with a willingness to learn and develop.
• Excellent Microsoft Office skills, particularly PowerPoint, Excel, and Word.
• An interest in investment management, financial services, or the charity sector.

Benefits

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 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.

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 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.