At a Glance
- Tasks: Lead a team to onboard intermediary firms and ensure compliance in financial services.
- Company: Join Legal & General, a leading UK financial services group with a global impact.
- Benefits: Enjoy competitive pay, generous holiday, healthcare, and electric car schemes.
- Other info: Flexible working options available to suit your lifestyle.
- Why this job: Make a meaningful impact while developing your career in a supportive environment.
- Qualifications: Experience in financial services and strong leadership skills required.
The predicted salary is between 55000 - 65000 £ per year.
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.
We’re looking for an Agency Appointments Manager to join our team. This is a key leadership role responsible for overseeing the onboarding of intermediary firms and advisers, ensuring robust risk assessment and compliance from the outset. You’ll lead a high‑performing team, strengthen control frameworks, and work closely with stakeholders across the business to drive efficient, compliant, and high‑quality onboarding processes. This role offers the opportunity to make a meaningful impact within a regulated environment while supporting strong customer and business outcomes.
What you’ll be doing:
- Leading, motivating and developing a team responsible for onboarding intermediary firms and advisers
- Managing onboarding risk processes and applying robust control frameworks to support decision making
- Assessing financial and business intelligence to recommend appropriate onboarding outcomes
- Reviewing and enhancing operational controls to ensure compliance with regulatory and internal standards
- Overseeing quality checks, complaint handling, breach reporting and issue resolution
- Analysing MI and performance data to improve service delivery, efficiency and customer outcomes
- Building strong relationships with internal stakeholders, external partners and key business areas
- Leading projects and continuous improvement initiatives to strengthen risk management and onboarding processes
Who we’re looking for:
- Proven experience within financial services, with a strong understanding of the UK market
- Strong knowledge of FCA regulations, compliance frameworks and risk management principles
- Experience managing or leading teams, with the ability to drive performance and development
- Understanding of onboarding governance, intermediary structures and contractual arrangements
- Ability to interpret financial and business data to support risk‑based decision making
- Experience improving processes, controls and operational efficiency
- Strong stakeholder management and communication skills across all levels
- Knowledge of systems and tools used in onboarding, due diligence and business intelligence
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, with 26 days after 2 years’ service. There is 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)
- Discounts on our 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
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.
Agency Appointments Manager in Cardiff employer: Legal & General
Legal & General (L&G) is an exceptional employer, offering a dynamic work environment where you can make a meaningful impact in the financial services sector. With a strong commitment to employee development, a culture of inclusivity, and a focus on sustainability, L&G provides generous benefits including performance-related bonuses, healthcare plans, and flexible working options. Join us in our modern offices designed for collaboration, and be part of a team that values your contributions while striving to build a better future for all.
StudySmarter Expert Advice🤫
We think this is how you could land Agency Appointments Manager in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Legal & General. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Agency Appointments Manager in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Legal & General.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Legal & General's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Legal & General
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Legal & General.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Legal & General will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Legal & General employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
