Client Relationship Executive - Charities

Location: London, United Kingdom

Company

Legal & General is a UK financial services group and global investor providing retirement, protection, pension, insurance, and investment management solutions across public and private markets.

What you will do

• Support Client Directors and Client Managers serving charity and non-profit clients.
• Prepare client presentations, pitch documents, meeting packs, reports, and other materials.
• Coordinate and track client enquiries, requests, reviews, follow-up communications, and related administration.
• Organize client meetings, events, and conference calls, including scheduling, agendas, and note-taking.
• Support new business and sales activity by identifying opportunities and preparing proposal materials.
• Collaborate with investment, operations, marketing, and client service teams while maintaining accurate client and business development records.

Requirements

• Client-service mindset and interest in supporting charity and non-profit organizations.
• Strong organization skills with the ability to manage multiple priorities.
• Experience preparing presentations, reports, and meeting materials with strong attention to detail.
• Strong written and verbal communication skills for internal and external stakeholder interaction.
• Experience supporting client relationships or sales support in a financial services environment.
• Excellent Microsoft Office skills, particularly PowerPoint, Excel, and Word.

Culture & Benefits

• 12-month fixed-term contract.
• Performance-related bonus plan, share schemes, pension contribution, and life assurance.
• At least 25 days of holiday plus public holidays, with the option to buy and sell holiday.
• Healthcare and electric car scheme benefits are available to permanent employees only.
• Inclusive, collaborative culture with career development and flexible working options, including part-time work and job shares where possible.
• Modern UK offices designed to support in-person collaboration.