Strategic Finance Partner – Core Capital & Retirement

Legalandgeneral; England; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

Share schemes

Generous pension contribution

Life assurance

Healthcare plan

25 days holiday + public holidays (26/

Electric car salary sacrifice

Discounts across products and stores

Flexible working options

Job summary

L&G is seeking a Finance Business Partner to join the Institutional Retirement Finance Business Partnering team in the UK. You will provide high-quality financial insight, analysis and challenge to support planning, forecasting and reporting across Core Capital and Private Markets.

You will work with senior stakeholders to translate financial performance into clear narratives, support liquidity projections and ensure accurate representation while avoiding investment decisions.

Qualifications

• Strong analytical skills, attention to detail and the ability to identify and communicate risks and opportunities.
• Excellent written and verbal communication skills for senior and Board-level audiences.
• ACCA, ACA or CIMA qualification or significant relevant professional experience.

Responsibilities

• Partner with Core Capital, Private Markets Finance and Portfolio Management to support aligned business plans and forecasts.
• Develop understanding of the Core Capital portfolio, including performance and risk metrics.
• Analyse financial performance and communicate risks, opportunities and actions.
• Review shareholder fund projections and MI to reflect business views.
• Produce Traded portfolio projections, commentary and MI to explain performance and variances.
• Prepare monthly Core Capital liquidity projections and maintain controls across ALM assumptions.
• Coordinate inputs for accurate Institutional Retirement plans and forecasts.
• Support performance reporting and Finance Transformation initiatives.

Skills

Analytical skills

Attention to detail

Communication skills

Education

ACCA/ACA/CIMA qualification or equivalent

Tools

Excel

OneStream

Anaplan

Job description

L&G is seeking a Finance Business Partner to join the Institutional Retirement Finance Business Partnering team in the UK. You will provide high-quality financial insight, analysis and challenge to support planning, forecasting and reporting across Core Capital and Private Markets.

You will work with senior stakeholders to translate financial performance into clear narratives, support liquidity projections and ensure accurate representation while avoiding investment decisions.