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About the Role

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.

Responsibilities

• Lead the end-to-end development of new propositions, from concept through to launch and ongoing governance, ensuring alignment with business strategy and client needs.
• Identify opportunities for proposition enhancement and drive the delivery of innovative solutions that deliver good client outcomes and competitive advantage.
• Undertake product governance responsibilities, using data and analytics to evidence good client outcomes and support regulatory compliance across Lloyds Wealth’s proposition.
• Collaborate with marketing and communications teams to ensure effective proposition messaging and delivery.
• Manage relationships with third-party product providers to support proposition development and delivery.
• Establish and build relationships with stakeholders to provide quality and timely information and analysis to inform business decisions.
• Positively influence others by demonstrating core Lloyds Wealth values and behaviours.
• Oversee and support the development of junior team members, fostering a culture of continuous improvement and professional growth.

Requirements

• Experience in product or proposition management, ideally within wealth management or financial planning.
• Deep understanding of the wealth management industry and competitive environment.
• Proven track record of delivering successful propositions and driving innovation.
• Strong analytical skill set with the ability to shape and solve complex problems.
• Commercial mindset with a focus on delivering value for clients and the business.
• Strong verbal and written communication skills, with the ability to make the complex simple.
• Excellent interpersonal and leadership skills.
• Proactive and driven approach, with strong planning, organising, and prioritisation skills.
• Ability to adapt and reprioritise in a dynamic environment.

Skills

• Product management
• Proposition management
• Wealth management
• Financial planning
• Analytical skills
• Commercial mindset
• Verbal communication
• Written communication
• Interpersonal skills
• Leadership skills
• Planning
• Organising
• Prioritisation

Location

• National
• London

Work Type

• Fixed Term Contract
• Flexible working
• Informal flexible hours
• Reduced working hours
• Job-sharing arrangements
• Work from home
• Hybrid

Experience Level

• Fixed Term

Salary/Compensations

• National £56,060 - £61,666
• London £65,387 - £71,925

Benefits

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
• Access to free financial advice to help secure your financial future.

About the Company

• Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.
• We support flexible working: We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible.
• Ready to restart your career? We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
• You belong here: We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities.
• We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.

Equal Opportunity

• We ensure equal opportunities for all and transparently report on gender pay to promote fairness.