FINANCIAL PERFORMANCE MANAGER | Cardiff, UK

Legal & General; Cardiff; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an experienced Qualified Actuary to join their Retail Finance team as a Financial Performance Manager. This hybrid role involves optimizing financial results and ensuring compliance with IFRS17. You will engage with stakeholders at all levels, utilizing your expertise in financial management and reporting. The company promotes an inclusive culture and offers flexible working arrangements, making it an ideal opportunity for those looking to make a significant impact while enjoying work-life balance. Join a team committed to creating brighter financial futures for their customers.

Benefits

Performance bonus and share schemes

Generous pension contributions

Life assurance and healthcare plan

27 days holiday plus public holidays

Family leave benefits

Electric car salary sacrifice scheme

Employee discounts

Modern office spaces

Qualifications

• Fully Qualified Actuary with experience in financial management/reporting.
• Knowledge of Solvency II & IFRS17 is highly advantageous.

Responsibilities

• Monitor financial performance against key metrics.
• Produce and communicate financial results in compliance with standards.

Skills

Financial Management

Reporting

Stakeholder Management

Communication Skills

Excel Proficiency

Education

Qualified Actuary

Tools

Microsoft Excel

Prophet

DCS

Job description

Company Description

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, striving to build a better society while improving our customers' lives and creating shareholder value. We are one of the world's largest asset managers, offering robust asset origination capabilities that support our retirement and protection solutions. Our services include pension risk transfer, UK and US life insurance, and UK workplace pensions and retirement income.

L&G Retail serves approximately 14 million people through retail and workplace savings, protection, and retirement products. Our offerings include Lifetime Mortgages, Retirement Interest Only Mortgages, and financial advice on various lending products. We are the UK's leading individual life insurer and also provide Group Protection products for employers. Additionally, we support home buying via our Mortgage Club, the UK's largest, and our award-winning Surveying Services team. Our fintech initiatives support socially useful startups in workplace, home, insurance, and wealth sectors.

Joining us means contributing to creating brighter financial futures for our customers.

Job Description

We seek an experienced Qualified Actuary to join our Retail Finance team as a Financial Performance Manager for the Retail Protection business. This role involves supporting the business in managing and optimizing financial results, including IFRS17 compliance. Responsibilities include monitoring business performance against key metrics, ensuring robust financial controls, and providing relevant financial MI.

You will communicate complex financial information effectively to stakeholders up to Director level, ensuring clarity and relevance. While the role is within our Retail Protection team, prior experience in Retail Protection is not mandatory, and we welcome applicants from various backgrounds.

This is a hybrid role based from our UK offices in London, Cardiff, or Hove, allowing a flexible work-from-home arrangement.

Key Responsibilities

1. Monitoring financial performance against key metrics
2. Using financial data to inform management decisions and challenge stakeholders
3. Supporting development of financial analytical capabilities
4. Producing and communicating financial results timely and in compliance with standards
5. Reporting MI to the business
6. Observing financial controls and procedures
7. Ensuring analysis and decisions consider customer fair treatment

Qualifications

Who we're looking for:

• A Fully Qualified Actuary
• Experience in financial management/reporting, ideally in a Life insurance or consultancy setting, with knowledge of Solvency II & IFRS17
• Understanding of Protection products, risks, and regulatory frameworks (highly advantageous)
• Proficiency in Microsoft Excel, Prophet, and DCS
• Excellent communication skills for technical and non-technical audiences
• Strong stakeholder management and influencing skills
• Flexible, able to multi-task, and meet deadlines
• Capable of working independently and within a team

Benefits

• Performance bonus and share schemes
• Generous pension contributions
• Life assurance and healthcare plan
• 27 days holiday plus public holidays, with buy/sell options
• Family leave benefits
• Electric car salary sacrifice scheme
• Employee discounts and modern office spaces designed for collaboration and wellbeing

Additional Information

At L&G, we believe in generating positive returns while building a better future. We foster an inclusive culture that values diversity and integrity, with leadership committed to your growth and wellbeing. We support flexible working arrangements to accommodate different needs, including part-time and job sharing options.

Don't worry if you don't meet every criterion—consider your strengths and potential contributions to our purpose.