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Impartial financial advice. LEBC Group: Recruitment 2015 Surbhi Gosain, HR Manager.

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Presentation on theme: "Impartial financial advice. LEBC Group: Recruitment 2015 Surbhi Gosain, HR Manager."— Presentation transcript:

1 Impartial financial advice. LEBC Group: Recruitment 2015 Surbhi Gosain, HR Manager

2 Mission Statement “LEBC Group offer independent, impartial financial advice and solutions to private individuals and corporate entities across the UK, where our integrated network supports every aspect of our clients’ lives. Our experience and wisdom ensures we provide appropriate and inspiring solutions. We communicate these with openness, clarity and accuracy, in order to promote confidence and create value”

3 Our Values Independence: A transparent and impartial advice and service proposition. Integrity: Our stakeholder relationships and business practices are founded on honesty and fair dealing. Intimacy: We build long-term relationships based upon an intimate understanding and empathy for our customers’ lifetime needs. Intimacy is married to complete confidentiality. Excellence: Comprehensive, innovative and clearly articulated advice that recognises customers’ lifetime needs and considers all possible solutions. Timely and accurate execution of business activities, to the benefit of all stakeholders. ‘Impartial Financial Solutions for individuals and organisations from an Inspiring, Caring and Trusted partner’

4 About Us National Company formed in May Offices nationwide Over 60 qualified advisers 3 divisions: - Longevity - Individual Savings & Investments - Group Savings & Investments Client relationships are of paramount Importance and LEBC firmly believes that, to be most effective, advice must be delivered in a long term relationship of mutual trust. The creation and maintenance of such relationships is the key to the success of LEBC.

5 Areas of Expertise Our areas of expertise include: Auto-enrolment Investment Portfolio Governance Corporate & individual pension options Later Life Planning Mortgage Advisers Trustee Investment review service Private client review service Employee Benefits Pensions On Divorce Team

6 Our Business Model Corporate Strategy LEBC founds its strategy on its people, harnessing intimate local relationships, empowered within a national capability. We seek to build long-term relationships with our customers, business partners and regulators, based upon honesty and transparency. Competitive Strategy - Research & Development Individual Savings Group Savings Longevity & Investments & Investments We strive to build relationships with business partners who share our core values. Our three Divisions each develop & maintain the competitive strategies for each area that we operate and deliver each proposition to our sales team. Our Clients We strive to provide our customers with the information they need to make the right financial decisions for themselves, their families and their businesses. We aim to build long term relationships and providing clear, transparent and financially sound advice that meets our customers’ evolving financial needs. Our sales team implement our competitive strategy, whilst providing feedback to Divisional Directors who then adapt each proposition in response to such feedback. Support Functions At a national level our Marketing Team promote our propositions, whilst managing our brand & supporting our sales force. Our HR, IT & Finance functions service our company whilst complying with all applicable laws and regulations, and actively promoting such compliance. We empower our local offices to advise our customers on their long-term financial needs and successfully deploy national capabilities in support of local relationships, via our Local Client Support Regulator & compliance We deal fairly and transparently with our regulators, ensuring timely and complete communication of all matters of concern to them.

7 Support Functions Local client support - Professional dedicated assistance National Systems support - Dedicated individuals ensuring our back office system works National IT support - Dedicated individuals making sure our systems are always working. National Marketing Team - Promoting our propositions & providing you with national marketing material to engage with clients Paraplanners - Enhancing cost effectiveness, efficiency, speed and accuracy.

8 LEBC Recruitment Requirements

9 Why work for LEBC Longevity/Career : An opportunity to grow SRA accredited - very few IFAs with this level of accreditation Strong national brand, transparency and integrity Encouraged to continue qualifications Consultant specialisation - able to tap into experienced qualified colleagues Longstanding clients, often multi-generational Build a holistic advice proposition Cross selling opportunities Retain/ enhance professional relationships

10 Staff Benefits We offer an attractive salary and wide range of benefits, including competitive pay, bonuses and employee benefits comprising: A minimum of 23 days' holiday and the opportunity to increase with service years Company pension and life assurance Health schemes Flexible working arrangements Child care voucher scheme Ride to work scheme PMI (after 6 months of service) Bonus scheme

11 Staff Testimonials "In my experience LEBC is a forward thinking company with excellent propositions, who are also open to new ideas. Since joining LEBC I have been impressed with the way senior management have taken the time to get to know me, listen to new ideas and involve me in helping develop propositions. Very importantly LEBC has a good level of professionalism, with a strong group of employees and a really nice friendly culture. I believe the very pleasant culture is reflected in the positive client focused approach. Typically as a new employee there is a period of seeing how things go before committing for the long term but I quickly decided I had long and bright future career with LEBC.“ LEBC new joiner, May 2014

12 Awards Tenet Adviser of the Year 2012 The Retirement Adviser: Annuity Adviser of the Year 2013 Money Marketing Best Annuity Planner 2011 Money Marketing Best Retirement Adviser 2013 Money Marketing Best Retirement Adviser 2014

13 Some of our Corporate Clients

14 Contact Us For more information on working for LEBC Group, please contact us at: Surbhi Gosain, HR Manager We look forward to hearing from you.


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