Financial Adviser
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Job Summary
At Legal & General Financial Advice were 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 youll play a key role in delivering highquality holistic financial advice building strong relationships and supporting customers to make informed empowering decisions about their future.
What youll be doing:
- Delivering customerfocused 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 longterm relationships
- Maintaining uptodate knowledge of products regulations and industry developments through ongoing CPD
- Demonstrating a clientcentred approach that consistently meets and exceeds customer expectations
- Ensuring advice recommendations align with LGFAs Advice Policy customer needs and target market characteristics
Qualifications :
Who were 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 highquality 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 endtoend 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. Theres 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 its possible to generate positive returns today while helping to build a better future for all.
If you join us youll 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 doesnt matter if you dont 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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
About Company
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 th ... View more
