Job Description
At Legal & General Financial Advice, we’re committed to helping people plan for a brighter, more confident retirement. Through our trusted brand, we support customers in understanding how their savings, equity and retirement provisions can work for them in later life.
As a Financial Adviser, you’ll play a key role in delivering high‑quality, holistic financial advice, building strong relationships and supporting customers to make informed, empowering decisions about their future.
What you'll be doing:
* Delivering customer‑focused financial advice in line with Legal & General policies and regulatory requirements
* Applying comprehensive market, product and process knowledge to optimise customer outcomes
* Operating within compliance, data protection and advice standards requirements
* Working within the performance management framework to meet KPI expectations and maintain professional development
* Supporting and guiding customers throughout the advice journey and nurturing long‑term relationships
* Maintaining up‑to‑date knowledge of products, regulations and industry developments through ongoing CPD
* Demonstrating a client‑centred approach that consistently meets and exceeds customer expectations
* Ensuring advice recommendations align with LGFA’s Advice Policy, customer needs and target market characteristics
Qualifications
Who we're looking for:
* Level 4 qualified Adviser with relevant financial planning diploma and evidence of maintained SPS
* Commercially minded Adviser skilled at identifying client needs, optimising outcomes, and contributing to business growth through high‑quality, suitable advice
* Strong pension and financial planning expertise
* Ability to interpret and apply compliance requirements, company standards and advice frameworks
* Confident in using company systems and applications, with strong digital capability
* Skilled at assessing information, prioritising effectively and managing complex customer needs
* Experience in managing client relationships end‑to‑end, nurturing leads, and maintaining a robust advice pipeline
* Confident in applying compliance requirements, advice standards and governance to deliver consistently high standards and protect customers
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 the many discounts we offer – both for our own products and at a range of high street stores and online
* In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
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.