Financial Reporting & Planning Manager - 12 Month FTC

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 recruiting for a Financial Reporting & Planning Manager to join us on a 12 Month Fixed Term Contract basis. We’re offering a competitive base salary, great benefits and the opportunity to support on the delivery of a robust and proactive expense management and financial accounting service for the L&G Retail division. 

This will be achieved through the provision of relevant financial management information and key performance indicators that enable the business to meet its key strategic objectives of balancing scale, market share growth and profitability.

This a hybrid working opportunity that will allow you to split your working week flexibly between your home and the office; and whilst this role is advertised as being based from our Hove Offices we are open to the successful candidate being based from any of our Flagship Office Locations (Hove, Cardiff or London).

What you'll be doing:

• Managing the monthly consolidation of expense reporting and regular reforecast activities for the Retail division, ensuring the integrity, completeness, and consistency of all results before submission to Group. 
• Assisting with the monthly consolidation of IFRS, Solvency II and KPI reporting and regular reforecast activities for the Retail division, ensuring the integrity, completeness, and consistency of all results before submission to Group. 
• Supporting with the communication of divisional results (both verbal and written) to Group and maintaining a close liaison with Group Expense Management and Group Performance teams.
• Supporting the provision of relevant management information for the Retail division that enables senior management to understand business results, improve performance and continually grow value. This will require close liaison with the Finance Business Partners and Financial Reporting teams. 
• Supporting the development of innovative reports that show progress against divisional targets, KPI’s and OKRs, highlighting areas for improvement and recommending management actions where appropriate. 
• Co-ordinating the annual/ 5-year expense plan for Retail and ensuring the relationship with the 5-year strategic plan is clearly articulated.
• Working closely with all Finance Business Partners to ensure that they understand requirements and timescales and deliver consistent results.
• Helping to define, build and refine the reporting and MI capability to ensure robust, accurate and timely financial and performance data. This will be achieved by using relevant business tools (e.g. Anaplan, Power BI etc), including the development and implementation of new reporting requirements in response to changing business circumstances and strategic initiatives.

Who we're looking for:

• A Qualified Accountant or Actuary (Part Qualified candidates may be considered if significant relevant experience can be demonstrated)
• Financial Management Reporting background
• Knowledge of the key drivers of IFRS and SII results as well as internal KPIs
• Understanding of the Retail market, including products, distribution, operations and competitive environment (is highly desirable but not essential)
• Experience of large scale, complex financial planning/forecasting/reporting cycles 
• Experience of monthly expenditure reporting and analysis processes, i.e. MER, headcount analyses etc.
• Strong Excel and variance analysis skills (segmentation modelling and budgeting/forecasting techniques).
• Ability to work effectively to deadlines, by prioritising workload and using own initiative to ensure delivery.
• Ability to take ownership of tasks, and identify/resolve issues wherever possible and escalate accordingly when resolution is not possible.
• Strong communication skills (both written and verbal) with the ability to liaise effectively with employees at all levels within the organisation - including across functions.

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   
• 27 days holiday, plus public holidays.
• 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 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.