Finance Business Partner - Retail Annuities

LegalAndGeneral; Greater London; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Life assurance

27 days holiday

Holiday buy/sell option

Competitive family leave

Electric car salary sacrifice scheme

Employee discounts

Net-zero carbon workplaces

Job summary

Legal & General (L&G) is a leading UK financial services group with a strong Retail annuities focus. The Finance Business Partner will join the Retail Annuity Finance team in London, working hybrid between home and office.

The role combines actuarial insight with commercial finance to drive performance, challenge stakeholders, and influence strategic options. The ideal candidate is a Qualified Actuary with life insurance or annuities experience, demonstrates strong business partnering, and can

Qualifications

• Qualified Actuary with life insurance or pensions experience.
• Strong business partnering and stakeholder management.
• Excellent communication to diverse audiences.
• Commercial insight applied to decisions.
• Ability to balance priorities in fast-moving environments.
• Experience with planning cycles and insurance reporting.

Responsibilities

• Support senior finance leaders in understanding drivers of performance.
• Partner with stakeholders to support commercial decision-making.
• Build trusted relationships across L&G Retail and the wider organisation.
• Contribute to IFRS, Solvency II, cash, expenses and sales forecasts.
• Translate complex financial information into actionable insight.
• Assess the financial implications of strategic, commercial and operational decisions.
• Monitor regulatory, accounting and risk developments.
• Ensure fair treatment of customers in analysis and decisions.

Skills

Business partnering

Clear communication

Commercial awareness

Judgement & initiative

Forecasting knowledge

Insurance reporting

Education

Qualified Actuary

Job description

Finance Business Partner - Retail Annuities

• Full-time
• Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US)
• L&G Business Unit: Legal & General Retail
• L&G sub Business Unit: RETAIL - CENTRAL
• Primary Location: London, One Coleman Street
• Job Family: Actuary

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.

We're looking for a Qualified Actuary to join our Retail Annuity Finance team as a Finance Business Partner.
The role will work at the heart of a collaborative, commercially focused Finance function and will combine financial and actuarial understanding with clear communication and commercial judgement, to help colleagues understand performance, evaluate options and take well-informed action.
You don't need to be a Retail Annuity specialist to thrive in this role, what matters most is your ability to understand the wider context, work confidently with stakeholders and turn complex information into practical insight.
If you want to play a key part in supporting the strategic decision-making of one of the UK’s leading Retail Annuity providers we'd love to hear from you.
This role is a Hybrid working opportunity, which means you can split your time between your home and the office to find a work-life balance that works for you.

What you'll be doing:

• Supporting senior finance leaders in understanding the main drivers of financial performance
• Partnering with stakeholders to provide constructive challenge and support commercial decision-making
• Building trusted relationships across L&G Retail and the wider organisation
• Contributing to financial plans and forecasts across IFRS, new business, Solvency II, cash, expenses and sales
• Translating complex financial information into clear, relevant and actionable insight
• Assessing the financial implications of strategic, commercial and operational decisions
• Monitoring relevant regulatory, accounting and risk developments
• Ensuring all analysis, decisions made and activity undertaken consider the fair treatment of our customers

Who we're looking for:

• A Qualified Actuary, with relevant experience across life insurance, annuities, PRT, protection or savings
• Strong business-partnering skills and the confidence to build trusted stakeholder relationships
• The ability to understand complex issues and communicate them clearly to different audiences
• Commercial awareness and evidence of applying financial insight to decisions
• Sound judgement, initiative and the ability to think independently
• Experience balancing priorities and delivering effectively in a fast-moving environment
• Knowledge of financial planning, forecasting, risk management and relevant insurance reporting frameworks, with confidence to work independently and exercise sound judgement
• Understanding of the annual financial planning cycle, monthly/quarterly forecasting cycle, cost management and, where relevant, cost allocation methodologies and their impacts

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
• Life assurance
• 27 days holiday, plus public holidays. 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
• 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

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.

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