Finance Business Partner

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. 

L&G Institutional Retirement looks after around 700,000 institutional customers who have their retirement benefits secured with us. Operating continuously in the UK market from our entrance in 1987, we are the UK’s longest-running insurer. 

Our Institutional Retirement business is the UK’s longest-serving active bulk annuity provider.

Who we are 

Institutional Retirement is the only insurer to have been operating continuously in the UK market from our entrance in 1987 to the present day. Our UK retirement annuity book stands at an estimated £86.1 billion at 31 December 2023. 

Across our retail and institutional retirement businesses, we look after more than 1 million customers, around c.700,000 of whom are institutional customers who have had their retirement benefits secured with us. 

We’re looking for a Finance Business Partner to join our Institutional Retirement Finance Business Partnering team. You’ll work closely with the Core Capital team, Private Markets Finance and Portfolio Management, providing high-quality financial insight, analysis and challenge to support effective planning, forecasting and reporting.

This is an excellent opportunity to build a detailed understanding of the Core Capital portfolio, develop trusted relationships across the business and help senior stakeholders understand financial performance, risks and opportunities. The role works alongside investment teams to ensure accurate financial representation and alignment but does not involve making investment decisions or managing portfolios.

What you'll be doing:

• Partnering with Core Capital, Private Markets Finance and Portfolio Management to support aligned business plans and forecasts
• Developing a detailed understanding of the Core Capital portfolio, including its performance and risk metrics
• Analysing financial performance and communicating key risks, opportunities and potential management actions
• Reviewing and challenging shareholder fund projections and management information to ensure they reflect business and portfolio views
• Producing Traded portfolio projections, commentary and management information to explain performance and variances
• Preparing monthly Core Capital liquidity projections and maintaining effective controls across Finance and asset liability management assumptions
• Coordinating inputs from relevant teams to support accurate and timely Institutional Retirement plans and forecasts
• Supporting performance reporting, Finance Transformation initiatives and wider project activity across the Business Partnering team

Who we're looking for:

• An ACCA, ACA or CIMA qualification, or significant relevant professional experience
• Strong accounting, financial planning and analysis knowledge, including a sound understanding of IFRS
• Experience of preparing robust financial information and translating analysis into clear, meaningful insight
• Strong analytical skills, attention to detail and the ability to identify and communicate risks and opportunities
• Experience of managing competing priorities and delivering high-quality work to tight deadlines
• Excellent written and verbal communication skills, including producing commentary for senior and Board-level audiences
• The ability to build effective relationships, influence constructively and align expectations across multiple teams
• Advanced Excel capability, with knowledge of private markets accounting, the shareholder fund portfolio, OneStream or Anaplan being advantageous

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
• 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 many discounts we offer – both for our own products and at a range of high street stores and online
• We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

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At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

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.