Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Summary

The Canada Life Asset Management Distribution Team based in London has four sales channels it looks to generate new business sales from and this role exists to provide day to day support for the distribution team covering the UK advisory channel. The role supports the sale of Canada Life Asset Management funds across the advisory channel. Focussing on CL UK Wealth distribution, platforms, strategic distribution partners and ratings agencies. This role is outward facing and is essential as part of delivering the correct customer experience.

What You’ll Do *To help drive UK advisory sales channel BDM’s and risk/compliance activity through the production of sales materials, meeting clients’ service needs, proactively and reactive and hosting meetings where appropriate.
*To support the delivery of all activity with CL UK and strategic partners including: updating required due diligence material, organising event follow up activity and supporting events as required.
*To supply and develop all the data and information to support the Company’s Platform relationship: platform fund additions, advisory MI reporting & maintaining the advisory team monthly platform sales MI tool
*To work with the Institutional Discretionary and Group channels. Be aware of key activities in discretionary and group channels in order to provide cover for holiday periods.
Who You Are *Awareness of the investment industry and fund-related issues (both from a fund management & regulatory standpoint) is desirable
*Proficiency in excel, PowerPoint & CRM systems expected
Qualifications *Investment-related qualifications (Investment Management Certificate, CFA ESG etc) desirable
*Degree in finance, business, economics preferred
Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.

"At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.