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Financial Advisor

4 months ago

UK, UK, United Kingdom Legal & General Full time

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending, and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centred ambitions. 

Job Description

We’re recruiting for a Financial Advisor to join us. We’re offering a competitive base salary. Youwill be responsible for achieving all business objectives and key result areas by building and maintaining professional working relationships with our Customer Service Agents and to deliver the most appropriate later life advice and service to our clients.

What you'll be doing:

  • Ensuringthat in all dealings with clients and our partners, that the requirements of the Legal & General Employee Conduct, Advice and Vulnerable Customer policies are met
  • Through a comprehensive knowledge of the market, the needs of our clients and the agreed advice process, achieve all agreed objectives to optimise client outcomes and maximise growth
  • Operatingin accordance with the compliance requirements of Legal & General, including the DPA and to ensure the advice given and any associated documentation, meets the requirements detailed in the Advice Standards
  • Informing, nurturingand supporting clients throughout the advice process and ensure the ongoing management of client relationships
  • Ensuringthat advice and industry knowledge is maintained and kept up to date through a programme of ongoing learning and development in line with industry CPD requirements
  • Ensuringadvice recommendations align with Legal & General Financial Advisor’s Advice policy due to this being a regulated position

Qualifications

Who we're looking for:

  • To have passed the required industry appropriate Level 4 exams and hold the necessary qualifications, such as DipPFS or DipFA
  • Equity release qualifications, such as CeMAP and CeRER or Certs (MP&ER) is desirable
  • History of delivering high quality advice to clients
  • Expert pensions knowledge, plus strong knowledge of all aspects of financial planning is essential
  • Track record of building effective relationships in complex environments.
  • Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across various businesses and key support functions

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
  • Private medical insurance (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
  • 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

Legal & General is a leading financial services organisation, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future. 

We’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued. 

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 strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. 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.

If you’re open to find out more, we'd love to hear from you.