Financial Adviser

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. 

Who we are 

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. 

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways. 

Job Description

We’re recruiting for a Financial Adviser to join our team, helping customers make informed financial decisions and achieve their long-term financial goals. This is a rewarding opportunity for a qualified financial adviser who is passionate about delivering high-quality advice and positive customer outcomes.

Working in a regulated environment, you'll build trusted relationships with customers, understand their individual needs and provide suitable financial planning recommendations. You'll play a key role in supporting business performance while ensuring the highest standards of conduct, compliance and customer care.

What you'll be doing:

• Providing suitable regulated financial advice based on a thorough understanding of customers’ needs, objectives and circumstances
• Assessing customer information and recommending appropriate financial planning solutions and products
• Delivering advice in line with Consumer Duty requirements, regulatory obligations and internal advice standards
• Building trusted customer relationships and supporting customers throughout their advice journey
• Managing individual performance against quality, activity and productivity objectives
• Maintaining and developing technical, regulatory and industry knowledge through ongoing learning and professional development
• Identifying, managing and escalating risks appropriately, including supporting vulnerable customers where required
• Contributing to a collaborative culture by sharing knowledge, supporting colleagues and driving continuous improvement

Who we're looking for:

• Level 4 Diploma in Financial Planning (or equivalent recognised qualification)
• Strong knowledge of pensions, investments, retirement planning and associated financial planning solutions
• Good understanding of regulated financial advice and the UK financial services market
• Understanding of Consumer Duty, FCA requirements, vulnerable customer obligations and regulatory expectations
• Ability to analyse customer information and assess customer needs, objectives and circumstances to support suitable recommendations
• Proven experience of delivering regulated financial advice and achieving positive customer outcomes
• Experience of working to quality, risk, compliance and productivity standards
• A track record of acting as a role model for organisational values, behaviours and conduct standards
• Strong collaborative skills, with the ability to work effectively with colleagues and support teams to achieve customer and business objectives
• A commitment to sharing knowledge and best practice to support continuous improvement and a high-performance culture

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 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 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.