Intermediary Performance & Insights Assistant Manager

JOB TITLE: 138405 Intermediary Performance & Insights Assistant Manager

SALARY: £47,790-£53,100

LOCATION: Edinburgh

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 our office in Edinburgh

About This Opportunity

Do you have a passion for data led decision making and crafting deep insights? If so, then you can play a lead role supporting the Scottish Widows Intermediary Wealth Distribution teams to deliver for our customers and colleagues.

Our team sits at the heart of the Accumulation Platform which is part of Insurance, Pension and Investments (IP&I) at Lloyds Banking Group.

You'll have the opportunity to collaborate with a diverse range of teams and colleagues; from our engineering labs designing the digital experiences for our Intermediary Advisers, to our front-line sales teams working with advisers to win new business and retain existing clients.

We're a growing business receiving significant investment from the Group to support its bold and exciting growth plans, so there has never been a better time to join us!

Your accountabilities will include:

• Fast and accurately deliver weekly reporting that provides the senior leadership team with visibility on the performance of the business.

• Supporting on preparing specific pieces of insight that drive strategic decision making.

• Extracting Intermediary Wealth data from our Microsoft Dynamics (MSD) customer-relationship-management system and analyse this within Microsoft Power BI or Excel.

• Support the analysis of how we're performing with growing our business from our already supporting advisers, including which products they are most interested in.

• Support the build of insight on any parts of our existing book that are at risk of moving to another adviser or wealth provider and provide practical information on the reasons for these risks.

• Contribute to the continuous improvement of processes and systems to enhance efficiency and effectiveness.

Why Lloyds Banking Group

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

What we need from you?

• Proficient user of the Microsoft data suite including Excel and Power BI, or similar data manipulation and visualisation tools

• Strong capability in illustrating insight with PowerBI visuals supported by DAX formulae or similar data visualisation and logic based programming

• Experience of developing senior management level presentations with Microsoft Office applications e.g. PowerPoint

• Strong relationship management skills with the ability to build relationships across a number of teams.

• Capability to address and resolve challenges with high energy and at pace.

And any experience of these would be really useful:

• Knowledge of the Intermediary Wealth Industry, including products, competitors, key intermediary types and an understanding of the regulations

About Working For Us

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

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.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. As a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 28 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Ready to start growing with purpose? Apply today.