Intermediary Wealth - Performance & Insights Manager (12 months Fixed Term Contract)

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Job Description Summary

Job Description

JOB TITLE: Intermediary Wealth - Performance & Insights Manager (12 months Fixed Term Contract)

SALARY: £68,202 to £83,358

LOCATION(S): Edinburgh - Port Hamilton

HOURS: Full Time

WORKING PATTERN: This is an Edinburgh based role. You'll need to spend at least 40% of your working time with our team in our office in the city centre of Edinburgh.

Why should you keep reading and consider applying?

Imagine joining a super hard-working, enthusiastic, fun team in a growing and dynamic business that thrives on providing equal opportunities and deeply values diversity on all levels.  In addition to this, imagine working in an environment where both your personal and professional development is not only strongly encouraged, but prioritised.

If this sounds like the right culture for you, then read on!

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!

What does it mean to be part of Lloyds Banking Group?

Being a colleague of, and therefore a part of Lloyds Banking Group, provides an understanding that through our brands, our Group has a relationship with just about every household and community in the UK. We underpin the lives of millions of individuals and businesses and play a key role in helping to build a growing UK economy.

Your accountabilities will include:

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

• Preparing specific pieces of insight that drive strategic decision making.

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

• Understand and provide insight on the pipeline for new wealth sales including, how long it is taking for enquiries to move through the sales funnel, where there is friction in the process, reasons we're successful and reasons we're losing.

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

• Build 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.

What we need from you?

• Proficient user of the Microsoft data suite including Excel and Power BI, or similar data manipulation and visualisation tools (1.5 years minimum).

• Expert in Illustrating insight with PowerBI visuals supported by DAX formulae or similar data visualisation and logic based programming.

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

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

• Outstanding problem-solving and analysis skills with experience sharing the commercial consequences of past, present and future business activities.

• Great relationship management skills with the ability to build relationships at all levels of seniority.

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

• Develop and deliver recommendations and proposals that convey a clear understanding of the subject matter and are appropriately tailored for different audiences.

About working for us!

Our focus is to ensure we're 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’s why we especially welcome applications from under-represented groups. We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

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

This is a once in a career opportunity to help shape your future as well as ours.

Join us and grow with purpose!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.