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Junior Onboarding Consultant

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Legal & General
Full Time, Part Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Business
    Office Administrator/ Coordinator
Job Description & How to Apply Below

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 Junior Onboarding Consultants to join our Institutional Retirement team. In this role, you’ll play a key part in ensuring new work enters our Onboarding & Case Triage (OCT) function smoothly and efficiently. You’ll help keep our workflows running effectively, support colleagues, and contribute to the delivery of great outcomes for our customers, trustees, and internal stakeholders.

What you’ll be doing
  • Monitoring shared inboxes and reviewing, logging, and categorising incoming emails
  • Responding to routine enquiries or signposting messages to the correct teams
  • Maintaining accurate records by updating internal systems consistently
  • Prioritising urgent messages and escalating issues when needed
  • Supporting administrative workflows by extracting and entering key information into work trackers
  • Organising documents, files, and data to support daily operations
  • Triaging incoming work and identifying missing information to help cases progress efficiently
  • Keeping colleagues and relevant third parties informed to support excellent customer outcomes
Qualifications Who we’re looking for
  • Strong organisational skills and confidence managing high‑volume inboxes
  • Excellent written communication and a professional approach
  • Good working knowledge of Microsoft Outlook and basic Excel functions
  • A methodical, accurate working style with strong attention to detail
  • Ability to follow structured processes and work well under pressure
  • A proactive, reliable, and responsible approach to work
  • A calm and adaptable attitude when handling changing demands
  • Experience in administration or customer service (beneficial but not essential)
Benefits
  • 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
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.

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