Client Presentation Manager (Manchester/Sheffield/Leeds area)

Posted 7 Days Ago
Be an Early Applicant
Hiring Remotely in Home of the Gilders, Gildersome, Leeds, England, GBR
In-Office or Remote
Entry level
Insurance • Financial Services
The Role
Create and deliver clear, engaging presentations, webinars, benefit fair materials, and member communications about pensions and financial wellbeing. The role involves working with clients, client directors, and internal creative and content teams; coordinating logistics, timelines, and follow-up; simplifying complex information; and ensuring materials meet brand, Consumer Duty, and tone-of-voice standards. Regular UK travel is required for client and member events.
Summary Generated by Built In
Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor. 

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. 

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. 

Who we are 

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. 

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways. 

Job Description

At Legal & General, we’re helping workplace scheme members better understand their savings, benefits and financial wellbeing. This role is all about taking information that can feel complex and turning it into clear, engaging and practical presentations that help people make more informed decisions.

We’re looking for Client Presentation Managers to join our Workplace Savings team. You’ll be creating and delivering member-facing webinars, presentations and benefit fair materials, working closely with clients, client directors and internal teams to make sure every session is well planned, easy to understand and delivered with confidence.

This role will involve regular UK travel for in-person presentations and client/member events, likely around once a week on average.

    What you'll be doing:

    • Creating clear and engaging presentation materials for workplace scheme members
    • Delivering webinars, benefit fairs and employee engagement presentations
    • Speaking with clients and client directors to understand requirements and agree content needs
    • Coordinating webinar planning, logistics, content preparation and follow-up activity
    • Managing timelines, stakeholder updates and delivery expectations across multiple sessions
    • Turning pensions and financial wellbeing information into simple, member-friendly content
    • Working with Customer Engagement, content, copy and creative teams to produce high-quality materials
    • Ensuring all materials follow brand guidelines, Consumer Duty principles and tone of voice expectations

    Who we're looking for:

    • Experience presenting to a range of audiences, ideally through webinars, events or client/member-facing sessions
    • Strong PowerPoint and presentation-building skills, with the ability to create clear and visually engaging decks
    • Confidence working with clients, senior stakeholders or internal partners to understand needs and manage expectations
    • Strong organisation skills, with experience managing timelines, logistics and multiple deliverables
    • Ability to explain complex information in a simple, practical and audience-friendly way
    • Familiarity with pensions, financial wellbeing or workplace savings would be helpful
    • Experience in financial services, professional services, employee benefits or a similar client-facing environment would be beneficial
    • Willingness to travel across the UK for face-to-face member and client activity
    • UK driving license 

    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. 

    Skills Required

    • Experience presenting to a range of audiences through webinars, events, or client/member-facing sessions
    • Strong Microsoft PowerPoint and presentation-building skills
    • Ability to create clear and visually engaging presentation decks
    • Confidence working with clients, senior stakeholders, or internal partners
    • Experience managing expectations, timelines, logistics, and multiple deliverables
    • Ability to explain complex information in a simple, practical, audience-friendly way
    • Familiarity with pensions, financial wellbeing, or workplace savings
    • Experience in financial services, professional services, employee benefits, or a similar client-facing environment
    • Willingness to travel across the UK for face-to-face member and client activity
    • UK driving license
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    The Company
    HQ: London
    8,417 Employees

    What We Do

    Established in 1836, Legal & General is one of the UK’s leading financial services groups and a major global investor, with £1.2 trillion in total assets under management (as at FY23) of which c40% (circa £0.5 trillion) is international. We have a highly synergistic business model, which continues to drive strong returns. We are a leading international player in Institutional Retirement, in Retail Savings and Protection, and in both public and private markets through our Asset Management division. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society. As at 7 June 2024, we estimate the Group’s Solvency II coverage ratio to be 224%. As at 11 June 2024, Legal & General has a market capitalisation of £14.6 billion.

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