Junior Onboarding Consultant

Posted 11 Hours Ago
Be an Early Applicant
2 Locations
Hybrid
27K-27K Annually
Entry level
Insurance • Financial Services
The Role
Provide first-line support for the Onboarding Consultant team by monitoring shared inboxes, triaging and routing incoming work, responding to routine enquiries, maintaining accurate records, updating trackers, preparing documents, and escalating time-sensitive issues. Ensure cases progress by extracting key information and requesting missing details.
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. 

L&G Institutional Retirement looks after around 700,000 institutional customers who have their retirement benefits secured with us. Operating continuously in the UK market from our entrance in 1987, we are the UK’s longest-running insurer. 

Our Institutional Retirement business is the UK’s longest-serving active bulk annuity provider.

Who we are 

Institutional Retirement is the only insurer to have been operating continuously in the UK market from our entrance in 1987 to the present day. Our UK retirement annuity book stands at an estimated £86.1 billion at 31 December 2023. 

Across our retail and institutional retirement businesses, we look after more than 1 million customers, around c.700,000 of whom are institutional customers who have had their retirement benefits secured with us.

Job Description

We’re looking for a Junior Onboarding Consultant to join our Institutional Retirement team and help keep work moving smoothly across the Onboarding Consultant Team function, offering a salary of £27,000. This is a great opportunity for someone who is organised, detail-focused and confident managing shared inboxes, incoming requests and administrative workflows.

You’ll be the first point of contact for new work coming into the team, helping to make sure tasks are triaged, prioritised, logged and routed correctly. It’s a role where accuracy, calm communication and a proactive approach really matter.

    What you'll be doing:

    • Monitoring shared mailboxes and reviewing incoming emails promptly
    • Categorising, logging and routing work into the right place
    • Responding to routine enquiries and redirecting messages to the correct teams
    • Maintaining accurate records of correspondence and case activity
    • Prioritising urgent or time-sensitive messages and escalating issues when needed
    • Extracting key information from emails and updating work trackers
    • Preparing documents, organising files and supporting day-to-day admin activity
    • Identifying missing information and requesting clarification to help cases progress

    Who we're looking for:

    • Strong organisational skills and confidence managing high-volume inboxes
    • Excellent written communication and a professional email style
    • Confidence using Microsoft Outlook, shared mailboxes and basic Excel
    • Good attention to detail and a methodical way of working
    • Ability to follow structured processes and stay accurate under pressure
    • A proactive approach and confidence working independently
    • Calm, patient and adaptable when priorities change
    • Previous admin or customer service experience would be beneficial

    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

    • Strong organisational skills and confidence managing high-volume inboxes
    • Excellent written communication and a professional email style
    • Confidence using Microsoft Outlook, shared mailboxes and basic Excel
    • Good attention to detail and a methodical way of working
    • Ability to follow structured processes and stay accurate under pressure
    • A proactive approach and confidence working independently
    • Calm, patient and adaptable when priorities change
    • Previous admin or customer service experience
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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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