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For Companies At a Glance
- Tasks: Provide expert financial advice and support clients in planning for their future.
- Company: Join Legal & General, a leading UK financial services group with a strong commitment to customer care.
- Benefits: Enjoy competitive salary, performance bonuses, generous holiday, and healthcare plans.
- Why this job: Make a real difference in people's lives by helping them secure their financial futures.
- Qualifications: Level 4 qualified Adviser with strong financial planning and client relationship skills.
- Other info: Flexible working options available in an inclusive and supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
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
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.
Responsibilities
- 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
- 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 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
Benefits
- 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.
Financial Adviser employer: Legal And General Group
Contact Detail:
Legal And General Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Financial Adviser role.
✨Tip Number 2
Prepare for interviews by researching Legal & General thoroughly. Understand their values, products, and the specific needs of their customers. We want you to show them that you’re not just another candidate, but someone who genuinely cares about helping clients achieve better financial outcomes.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience align with the role of a Financial Adviser. We suggest you highlight your ability to build relationships and provide tailored advice, as these are key to success in this position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s make your dream job a reality!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Adviser role. Highlight your relevant experience and skills that align with what we’re looking for at Legal & General. This shows us you’re genuinely interested and have done your homework!
Showcase Your Expertise: Don’t hold back on demonstrating your financial planning knowledge! We want to see how you can apply your expertise to help our customers. Use specific examples from your past experiences to illustrate your skills and achievements.
Be Personable: As a Financial Adviser, building relationships is key. Let your personality shine through in your application. Share a bit about your approach to customer service and how you’ve successfully nurtured client relationships in the past.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Legal And General Group
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions and retirement solutions. Familiarise yourself with Legal & General's products and services so you can speak confidently about how they align with customer needs.
✨Showcase Your People Skills
As a Financial Adviser, building strong relationships is key. Prepare examples of how you've successfully nurtured client relationships in the past. Think about times when you’ve gone above and beyond to support customers and how that led to positive outcomes.
✨Understand Compliance Inside Out
Legal & General places a strong emphasis on compliance and regulatory requirements. Be ready to discuss how you interpret and apply these standards in your advice process. Highlight any experience you have in maintaining high compliance standards while delivering customer-focused advice.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to manage complex customer needs. Practice articulating your thought process and decision-making strategies in these situations, demonstrating your client-centred approach.
