Advice Manager

Legal & General; Cardiff; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services company seeks an experienced Advice Manager in Cardiff. This leadership role involves guiding a team of financial advisers in delivering comprehensive Inheritance Tax and Tax Planning advice while ensuring regulatory compliance. The ideal candidate has proven leadership skills, technical expertise, and strong communication abilities. This role offers a competitive benefits package, including a performance-related bonus and generous pension contributions.

Benefits

Annual performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan for permanent employees

25+ days holiday

Electric car scheme

Qualifications

• Experience in leading financial advisers is essential.
• Strong knowledge of FCA regulations is required.
• Ability to work cross-functionally with compliance teams.

Responsibilities

• Lead a team to deliver high-quality financial advice.
• Provide oversight on complex IHT and tax planning cases.
• Support adviser development through training initiatives.

Skills

Leadership

Technical knowledge of Inheritance Tax

Communication skills

Stakeholder management

Commercial awareness

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning tools

CRM systems

Job description

Job Description

Are you passionate about delivering high-quality financial advice and leading teams to success? We’re looking for an experienced Advice Manager to join our Financial Advice team, specialising in Inheritance Tax (IHT) and Tax Planning. This is a leadership role that blends technical expertise with people management, offering the opportunity to shape advice delivery and drive positive client outcomes.

What you'll be doing :

• Leading a team of financial advisers to deliver compliant, high-quality advice
• Providing technical oversight on complex IHT and tax planning cases
• Overseeing advice suitability and ensuring regulatory compliance
• Optimising advice processes and client journeys for consistency and efficiency
• Collaborating with compliance, operations, and product teams
• Supporting adviser development through training and competence schemes
• Embedding Consumer Duty principles across advice delivery
• Managing people performance in line with company policies and values

Qualifications – Who we're looking for :

• Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
• Strong technical knowledge of IHT, trusts, estate planning, and personal taxation
• Proven experience leading and developing financial advisers
• Familiarity with FCA regulations including COBS, PROD, and Consumer Duty
• Confidence using financial planning tools and CRM systems
• Ability to work cross-functionally with compliance, product, and operations teams
• Commercial awareness with a focus on client outcomes
• Strong communication and stakeholder management skills

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 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

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, term-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. Share this article