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- Tasks: Lead a team of financial advisers delivering top-notch advice on inheritance tax and tax planning.
- Company: Join a forward-thinking financial services company with a focus on inclusivity and collaboration.
- Benefits: Enjoy competitive pay, generous holidays, healthcare, and an electric car scheme.
- Why this job: Shape the future of financial advice while making a real difference for clients.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong leadership skills required.
- Other info: Flexible working options available to support your work-life balance.
The predicted salary is between 36000 - 60000 £ per year.
Are you passionate about delivering high-quality financial advice and leading teams to success? We’re looking for an experienced Advice Manager to join our Financial Advice team, specialising in Inheritance Tax (IHT) and Tax Planning. This is a leadership role that blends technical expertise with people management, offering the opportunity to shape advice delivery and drive positive client outcomes.
What you'll be doing:
- Leading a team of financial advisers to deliver compliant, high-quality advice
- Providing technical oversight on complex IHT and tax planning cases
- Overseeing advice suitability and ensuring regulatory compliance
- Optimising advice processes and client journeys for consistency and efficiency
- Collaborating with compliance, operations, and product teams
- Supporting adviser development through training and competence schemes
- Embedding Consumer Duty principles across advice delivery
- Managing people performance in line with company policies and values
Qualifications – Who we're looking for:
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
- Strong technical knowledge of IHT, trusts, estate planning, and personal taxation
- Proven experience leading and developing financial advisers
- Familiarity with FCA regulations including COBS, PROD, and Consumer Duty
- Confidence using financial planning tools and CRM systems
- Ability to work cross-functionally with compliance, product, and operations teams
- Commercial awareness with a focus on client outcomes
- Strong communication and stakeholder management skills
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
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.
Advice Manager employer: Legal & General
Contact Detail:
Legal & General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your technical knowledge of IHT and tax planning. Share specific examples of how you've led teams to success and improved client outcomes.
✨Tip Number 3
Practice makes perfect! Before any interview, do some mock sessions with friends or mentors. Focus on common questions related to leadership and compliance in financial advice. This will help you feel more confident and articulate when it’s your turn to shine.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which are key traits we look for in an Advice Manager. Don’t miss out on the opportunity!
We think you need these skills to ace Advice Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Advice Manager role. Highlight your leadership experience and technical knowledge in IHT and tax planning to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advice and how you can lead a team to success. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; share your achievements! Quantify your successes where possible, like how you improved client outcomes or streamlined advice processes. We love numbers!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Legal & General
✨Know Your Stuff
Make sure you brush up on your technical knowledge of Inheritance Tax, trusts, and estate planning. Be ready to discuss complex cases you've handled in the past and how you ensured compliance with FCA regulations. This will show that you’re not just a leader but also a knowledgeable expert.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams of financial advisers. Think about specific instances where you’ve developed their skills or improved performance. Highlighting your ability to manage people effectively will resonate well with the interviewers.
✨Understand the Company Culture
Familiarise yourself with the company’s values and culture, especially their focus on client outcomes and inclusivity. Be ready to discuss how your personal values align with theirs and how you can contribute to their mission of delivering high-quality financial advice.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their approach to embedding Consumer Duty principles or how they support adviser development. This shows that you’re engaged and serious about making a positive impact.
