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.
Please note that this role is certified by SMCR.
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.
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=.
