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.
Joining us means helping to improve the lives of our customers and contributing to the success of the business every day.
Job Description
Our award‑winning Pensions Risk Transfer (PRT) Client Services team is recruiting apprentices across three teams. As the UK’s longest‑standing bulk annuity provider, this is an exciting opportunity. By the end of the level 2 Business Admin apprenticeship, you will have a clear understanding of the end‑to‑end journey of a Defined Benefit Pension Risk scheme.
You will be placed in one of the following teams for the duration of your apprenticeship:
- Loading Services – Responsible for loading deferred member and scheme benefit data onto the internal administration platform as part of the onboarding process for Defined Benefit pension schemes entering a de‑risking arrangement.
- Customer Services – Provides customer support by managing all customer claims efficiently and effectively. This includes reviewing customer records and communicating scheme benefits to members and intermediaries, ensuring customer needs are met and customers are treated fairly.
- Customer Communications – Produces and issues all policy documentation for Pension Risk Transfer business in line with scheme benefits and relevant legislation. The team also supports the development, improvement and auditability of communications across the business.
Some day to day responsibilities for each of the teams include;
Loading Services
- Analyse scheme data and build calculation models.
- Load scheme benefits onto the administration system and complete test calculations to ensure accurate payments in line with benefit specifications and agreed SLAs.
- Support the production and issue of member correspondence, liaising with external third parties where required and within agreed timescales.
Customer Services
- Accurately record workflow on relevant systems as part of daily processing, maintaining efficiency, effectiveness and quality.
- Support internal and external customers by resolving enquiries in line with agreed SLAs and keeping key stakeholders informed of information that impacts processing.
- Deliver an efficient claims service by understanding scheme rules, completing calculations and clearly communicating benefits to members, intermediaries and Trustees to achieve excellent customer outcomes.
- Provide clear, tailored information to help customers understand communications, required actions and when further support or advice may be needed.
- Manage and prioritise customer claims and complaints to ensure fair treatment and excellent customer outcomes, acting in good faith and supporting customers, including those with vulnerable characteristics.
Customer Communications
- Create and issue accurate member communications in line with literature requirements, legislation and agreed timescales, coordinating with third‑party print providers where required.
- Ensure documentation accuracy by working closely with senior subject matter experts.
- Support internal and external customers to resolve enquiries in line with agreed SLAs, ensuring customers are treated fairly.
Who we're looking for:
To be eligible for this programme you cannot have significant prior work experience but we’ll want to see that you have the tools to develop quickly. These include:
- Curiosity and a strong desire to learn
- An analytical mindset with problem-solving skills
- Excellent written and verbal communication skills, with great attention to detail
- Strong organisational skills and the ability to manage multiple priorities
- A flexible, collaborative team player
- Understanding of Microsoft tools including Excel and PowerPoint
To qualify for the programme, you will need:
- GCSE Maths and English grade C/4 or equivalent
- To not currently be on a government funded training course, e.g. on apprenticeship
- To not hold a similar qualification at the same level or above
- The right to work in the UK and have lived in the UK for the past 3 consecutive years.
Please note we only accept one application per recruitment cycle for our apprenticeship roles so please consider all placement positions before applying, as your first application will be considered your only application.
This role is due to start September 2026. We recruit on a rolling basis and expect this vacancy to close before the deadline. To be in with the best chance of securing a role, please submit your application ASAP.
#FutureTalent #FTApprenticeships
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, term-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.
