Senior Finance Business Partner – Lloyds Wealth

JOB TITLE: Senior Finance Business Partner – Lloyds Wealth

SALARY: As per range

LOCATION(S): Leeds, Wellington Place

HOURS: Full-time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

About this opportunity

We have an exciting opportunity for an experienced finance professional to join our Wealth Management business within Insurance, Pensions & Investments.

As a Senior Finance Business Partner, you’ll play a key role in helping the business achieve its strategic goals. Working closely with senior leaders and commercial colleagues, you’ll provide financial insight, support decision-making, and help shape the future direction of the business. This is a highly visible role where you’ll combine financial expertise with commercial thinking to influence outcomes, drive performance and bring value for customers and the organisation.

You’ll lead business partnering activity for the Wealth business, ensuring leaders have the information, insight and challenge needed to make informed decisions in a dynamic and evolving environment!

What you’ll be doing:

• Business partnering the Client Office, supporting with proposition and commercial decisions.

• Leading Lloyds Wealth business partnering team.

• Development of financial forecasts.

• Assessment of operating model and unit costs.

• Communication of financial and key management results.

• Identification and management of financial risks & opportunities.

• Continued development of the business cases and tracking of benefits.

Why join us?

If you think all banks are the same, you’re wrong. We’re a pioneering, fast-changing business that’s shaping finance as a force for good. If you’re after a role where you can have an impact and do the best work of your career, you’ve just found it!

What we’re looking for:

• Fully qualified accountant.

• 5 plus years developing strong finance skills including cost management, business case development and financial reporting. A numerate problem solver with a commercial approach (able to understand the economic impact of decisions).

• 5 plus years gaining strong business partnering capability, with the ability to work constructively with a range of colleagues across divisions and teams. The willingness to embrace challenge, learn and drive pace at change is critical.

• 5 plus years leadership experience demonstrating a collaborative approach building excellent relationships with multiple partners and able to operate in a matrix team structure.

• Proven ability to engage in constructive challenge and influence the right outcomes, balancing business needs and customer experience.

• Expert communication techniques through storytelling and can simplify complex messages into a succinct, high-quality stories for leadership.

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, 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 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 want to ensure all our candidates have the opportunity to shine. Please let us know if there is anything we can do to make the sure the assessment process works for you.

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 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

• 30 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Ready to do the best work of your career? Apply today.