At a Glance
- Tasks: Provide expert financial advice on retirement and investment products while building client relationships.
- 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 working options.
- Other info: Be part of a supportive team in a workplace recognised as one of the UK's Best Employers.
- Why this job: Make a real difference in people's financial lives while growing your career.
- Qualifications: Hold a diploma in Financial Planning and have relevant sales experience.
The predicted salary is between 49500 - 60500 £ per year.
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. 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. You'll be expected to attend the Bournemouth office when needed, with the flexibility to work from home regularly.
- 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.
- 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.
- 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.
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).
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. Talk to us about flexible working as part of your application.
Financial Advisor (Investments / Pensions) in Bournemouth employer: LiverpoolVictoria
At LV=, we pride ourselves on being a leading mutual insurer that prioritises the well-being of our employees and customers alike. Our inclusive culture fosters personal and professional growth, offering extensive benefits such as a competitive salary, generous holiday allowance, and a robust pension scheme. Located in Bournemouth, our hybrid working model allows for flexibility while ensuring that our team members feel valued and supported in their roles.
