At a Glance
- Tasks: Provide expert financial advice on retirement and investment products to clients.
- Company: Join LV=, a leading UK life and pensions mutual insurer with a rich history.
- Benefits: Enjoy 30 days' holiday, competitive pension scheme, and flexible benefits.
- Other info: Be part of an inclusive culture that values individuality and offers career growth.
- Why this job: Make a real impact by helping clients achieve financial confidence and security.
- Qualifications: Must have a diploma in Financial Planning and sales experience in investments.
The predicted salary is between 49500 - 60500 £ per year.
About The Role Are you an experienced finance professional, ready for the next step in your career?
If so, we have a wonderful opportunity for a skilled Financial Adviser here at LV=.
As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop.
Today, over one million members and customers trust us to look after their futures, families and finances.
Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do.
We’re committed to creating an inclusive culture where colleagues can thrive.
We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026.
We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.
This is a permanent role, in which you’ll join a talented and supportive team, to develop new and existing business by providing financial advice on retirement and investment products, both from LV= and across the market.
As a priority, you’ll advise clients who subscribe to our ‘ongoing advice service’ within agreed timeframes.
You’ll be expected to attend the Bournemouth office when needed, with the flexibility to work from home regularly.
Key Accountabilities Within the role, you will…Achieve individual financial contribution and client retention objectives, while contributing ideas to increase income and profitability.
Provide detailed, relevant advice on savings, retirement, pension switching and investment products, with constructive feedback on how processes could be improved where relevant.
Effectively promote the ongoing advice service and conduct reviews within agreed timeframes.
Complete fact-finds, formulate advice and prepare suitability reports.
Self-generate leads proactively, including internet-generated leads.
Follow up on enquiries, maintain accurate interaction logs, and consistently seek opportunities to expand client base by effective communication, relationship building and promotion of the LV= Friends & Family referral scheme.
Handle pre-qualified inbound call opportunities for savings, investments and retirement products.
Consistently meet required standards defined by the LV= Risk Management function and external regulatory bodies.
Maintain and develop your knowledge to ensure that changing needs of members are met (complete 35+ hours CPD each year, while holding a valid Statement of Professional Standing).
Share your knowledge and provide coaching to junior members of the team where required.
Analyse MI and use this to improve performance and conversion rates.
Support the Retirement Options Specialists and Retirement Admin Support Team to ensure positive customer journey lifecycle.
About You Our ideal candidate will…Demonstrate robust numerical and IT skills.
Be an expert salesperson, with strong communication, negotiation and listening skills.
Be self-motivated and adaptable, able to expand knowledge, manage time effectively, and achieve conflicting priorities efficiently.
Maintain accuracy and attention to detail within all work.
Establish and build positive working relationships, ensuring you are a trusted, safe pair of hands for colleagues and customers.
Have experience of working within a regulated, telephony-based environment.
Hold a diploma in Financial Planning or Regulated Financial Planning, with relevant CPD records and a valid statement of professional standing.
Showcase previous sales experience in pension funding and switching, investments and at-retirement solutions including investments, flexible and capped drawdown, fixed-term and enhanced annuities (desirable).
Rewards & Benefits At LV= Savings and Retirement, you’ll go above and beyond to do the right thing for our customers.
We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes:• 30 days' holiday, with the option to buy up to 5 additional days
- Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements)
- An annual bonus scheme based on personal performance
- Single-cover private medical insurance (with the option for you to upgrade to family cover)
- Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover and dental insurance
- Up to 20% discount on our life products for you and your immediate family
- A group life assurance policy with 4 x your basic pay to go to your dependents (you’ll have the option to increase to 8 x cover)
- Group Income Protection (if you become a member of the Pension scheme and reach 5 years of service)
- Access to our Employee Assistance Programme (EAP) for support when you need it
- A virtual GP service
- Shared parental leave
- Up to 20% discount on our life products for you and your immediate family.
Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i. e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold.
About You About Us We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process.
We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have.
Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen.
Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role.
Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered.
Go on, bring your true self to LV=.
Internal Advertising End Date01 Sep 2026All Locations Bournemouth All Locations is a required field All Departments A&D Advice Director All Departments is a required field Advertising Salary Not Specified Vacancy Type Perm Strategic Business Unit A&D
Financial Adviser in Bournemouth employer: LiverpoolVictoria
At LV=, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that empowers our Financial Advisers to thrive. With competitive salaries, generous benefits including a robust pension scheme and 30 days' holiday, as well as opportunities for professional growth and development, we ensure our team members feel valued and motivated. Located in Bournemouth, our office provides a collaborative environment where individuality is celebrated, making it a fantastic place to build a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Bournemouth
✨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
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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.
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Don’t shy away from reaching out directly to firms like LiverpoolVictoria. 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 Financial Adviser in Bournemouth
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 LiverpoolVictoria.
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Research and Reflect:Before hitting that 'apply' button on LiverpoolVictoria'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 LiverpoolVictoria
✨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 LiverpoolVictoria.
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✨Network with Industry Professionals
Before your interview, reach out to current or former LiverpoolVictoria 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.
