Head of Liquidity and Planning Analysis

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, 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.  

Our Group Functions provide the services that all areas of the business need. This requires a talented and diverse team behind the scenes, who enable everyone at L&G to do what they do best.  

Joining us means helping to improve the lives of our customers and contributing to the success of the business every day. 

Job Description

We’re looking for a Head of Liquidity Planning and Analysis to join our Group Treasury function.

As Head of Liquidity Planning and Analysis you will have the rare opportunity to build and embed a Group-wide framework that improves how liquidity is forecast, understood and managed across the business. As well as taking on longer term responsibility for the ongoing operating model that is used.

You will leverage your expertise to support an evolving liquidity and cash position by combining strong technical judgement with practical delivery, stakeholder influence and team leadership.

This is a hybrid working opportunity which will allow you to work flexibly between your home and our London Office, so that you can find a work-life balance that works for you.

What you’ll be doing:

• Leading the design and implementation of a Group-wide liquidity planning and analysis framework
• Embedding a new cash metric across the organisation and driving consistent use across divisions
• Designing forecasting models, planning processes and governance controls that can move into BAU
• Improving Group-level cash visibility and strengthening liquidity reporting and analysis
• Challenging assumptions, interpreting performance and turning numbers into practical business insight
• Working with senior stakeholders across Group Treasury and the wider business to build buy-in and capability
• Supporting liquidity optimisation and helping ensure funding is allocated efficiently while internal and regulatory needs are met
• Leading and developing a small team while shaping a scalable long-term operating model

Who we’re looking for:

• Qualification as an actuary or accountant would be beneficial, but we are open to other backgrounds where relevant experience has been gained
• Demonstrable experience in liquidity or a closely related finance, FP&A, risk or actuarial role within Insurance
• Strong understanding of cash flow forecasting, reporting dynamics and balance sheet drivers
• Experience building frameworks, models, processes or controls in a changing environment
• Strong spreadsheet and modelling skills, with the ability to work hands-on and not just at a conceptual level
• A track record of working with and influencing senior stakeholders across multiple teams
• The judgement to challenge assumptions and explain the story behind the numbers clearly
• Knowledge of Solvency II, treasury instruments and insurance liquidity drivers

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 
• 30 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 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

Qualifications

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.