Financial Adviser

Company Description

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.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

At Legal & General Financial Advice, we’re committed to helping people plan for a brighter, more confident retirement. Through our trusted brand, we support customers in understanding how their savings, equity and retirement provisions can work for them in later life.

As a Financial Adviser, you’ll play a key role in delivering high-quality, holistic financial advice, building strong relationships and supporting customers to make informed, empowering decisions about their future.

• Delivering customer-focused financial advice in line with Legal & General policies and regulatory requirements
• Applying comprehensive market, product and process knowledge to optimise customer outcomes
• Operating within compliance, data protection and advice standards requirements
• Working within the performance management framework to meet KPI expectations and maintain professional development
• Supporting and guiding customers throughout the advice journey and nurturing long‑term relationships
• Maintaining up-to-date knowledge of products, regulations and industry developments through ongoing CPD
• Demonstrating a client-centred approach that consistently meets and exceeds customer expectations
• Ensuring advice recommendations align with LGFA’s Advice Policy, customer needs and target market characteristics

• Level 4 qualified Adviser with relevant financial planning diploma and evidence of maintained SPS
• Commercially minded Adviser skilled at identifying client needs, optimising outcomes, and contributing to business growth through high-quality, suitable advice
• Strong pension and financial planning expertise
• Ability to interpret and apply compliance requirements, company standards and advice frameworks
• Confident in using company systems and applications, with strong digital capability
• Skilled at assessing information, prioritising effectively and managing complex customer needs
• Experience managing client relationships end-to-end, nurturing leads, and maintaining a robust advice pipeline
• Confident in applying compliance requirements, advice standards and governance to deliver consistently high standards and protect customers

• 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 work spaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

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