Financial Performance Analyst

Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.

Joining us means helping create brighter financial futures for all our customers. 

We’re currently recruiting for a part/nearly qualified actuary to join our Retail Protection team as a Financial Performance Analyst on a 12 Month Fixed-Term basis.

This role would be ideal for someone who is making good progress through the IFoA Exams (or equivalent) and also has a couple of years of Industry Experience to draw upon. 

As a Financial Performance Analyst you will support the management and optimisation of the financial results (on an ongoing basis) across all financial measures, including IFRS17. This will include disseminating financial information in an effective and informative manner, ensuring its presentation and analysis meet the wide background and experience of the customer base. You will also ensure that the performance of the Retail Protection business is continuously monitored against key metrics, by providing relevant MI and ensuring robust financial controls and procedures are in place.

Whilst this role sits within our Retail Protection team, you do not need to have previous experience of RP to be successful and we are open to applications from various backgrounds.

This is a hybrid working opportunity based from our Coleman Street Offices in London, which will allow you to work from both your home and the office so you can find a work/life balance that suits you.

What you'll be doing:

• Supporting the development of the financial analytical capability within the RP Finance team to support understanding of the key drivers of financial performance.
• Working with the business to leverage financial insight and promote appropriate management actions.
• Supporting the development of financial engineering initiatives and business cases to support management of business performance.
• Working with the Financial Performance Actuary to define, build and refine the reporting and MI capability within the team to ensure the robust, accurate and timely communication of financial performance metrics.
• Liaising with other areas of the business to ensure robust and timely production and communication of financial metrics.
• Ensuring all analysis, decisions made, and activity undertaken in fulfilling of this role considers the fair treatment of our customers.

Who we're looking for:

• A part qualified actuary who has made significant progress through the actuarial exams.
• Strong IT skills, including demonstrable experience using Prophet, Excel and DCS - with Prophet development experience being highly advantageous
• The ability to produce technical calculations using Excel, containing a clear audit trail and controls.
• Experience working in a financial management/financial reporting environment (ideally within a Life office) and having a good understanding/experience of various reporting metrics such as Solvency II & IFRS17 – would be highly advantageous
• Strong communication and interpersonal skills, with the ability to influence key decision makers across the business.
• Some understanding of Protection products and the associated reporting metrics.
• A flexible approach to work, with the ability to multi-task effectively and meet tight deadlines.
• The ability to work effectively both within a small team and independently as required.

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: 

• Competitive Salary
• Study Support 
• Generous pension contribution - L&G match any personal contributions up to 5% and provide a further contribution of 6%, increasing by 1% each April until a further 10% is provided on top of any matching contributions
• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes  
• Life assurance   
• Income protection
• 25 days holiday, plus public holidays. There’s also the option to buy and sell holiday 
• Competitive family leave 
• 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 

Legal & General is a leading financial services group and major global investor, 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 aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming 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.

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