Strategic Planning & Insights Manager 

JOB TITLE:  Strategic Planning & Insights Manager.

SALARY: £59,850pa to £73,150pa plus an extensive benefits package. 

LOCATION: Bristol. Edinburgh, Leeds, Halifax or Chester. 

HOURS: 35 hours, full time. 

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of your time, at one of the above the listed hubs. 

Why Lloyds Banking Group? 

Like the modern Britain we serve, we're evolving. Investing billions in our people, data and tech to transform the way we meet the everchanging needs of our 26 million customers. We're embracing collaborative, agile ways of working, to help us deliver the best outcomes for our colleagues, customers and businesses. We're growing with purpose. Join us on our journey and you will too! 

Want to hear more? 

As a Strategic Planning & Insights Manager you’ll play a pivotal role in connecting customer insights, business goals (both customer and product) and marketing planning into actionable strategies that drive commercial value. You’ll work with stakeholders across IP&E and wider BMX teams to design, set, and optimise the marketing plan for BMX. 

You’ll be part of a collaborative team that values curiosity, creativity, and clarity. Your ability to triangulate data from multiple sources and translate it into strategic recommendations will be key to your success. 

Key responsibilities 

• Contribute to the annual and quarterly planning process for BMX, including coordination of needs met contribution, value target setting, and reforecasting. 

• Understand evolving customer and product requirements and uncover commercial opportunities that should shape the strategic BMX plan. 

• Support BMX teams to ensure marketing investments align with customer priorities, product objectives, and overarching business goals. 

• Maintain a comprehensive view of marketing investment activities, identifying areas of underspend and opportunities for budget redeployment to maximize ROI. 

• Work closely with Insights, Planning & Effectiveness (IP&E) teams to leverage data, customer insights and customer opportunities to inform the BMX plan.

• Translate complex data into clear, compelling stories that resonate with senior stakeholders. 

• Champion a culture of customer-centric thinking across the organization. 

About you 

• Proven experience in a customer insight, marketing planning or strategy role within a marketing environment in financial services or another data-rich sector.

• Commercially astute with a strategic mindset, understanding market dynamics and ideally understanding of the range and commercial drivers of products and services LBG provides to its Personal Customers.

• Strong analytical and storytelling skills, with the ability to synthesize data from multiple sources and communicate insights clearly.

• Curious, proactive, and adaptable—comfortable working in fast-paced, agile environments with multiple stakeholders.

• Proficient in Microsoft 365 tools (Excel, PowerPoint, Word, Teams) to create and present insight-driven content effectively.

About working for us  

Our focus is to ensure we are inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity, or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it is why we especially welcome applications from under-represented groups. We are disability confident. So, if you would like reasonable adjustments to be made to our recruitment processes, just let us know. 

If you are excited by the thought of becoming part of our team, get in touch.  

We would love to hear from you!