Business Support Consultant - Strategic Relationships

Lloyds Banking Group; Birmingham; Hybrid; GBP 30,000 - 32,000; Full time

Benefits offered by this job

Pension up to 15%

Annual bonus

Share schemes

Discounted shopping

24 days holiday

Wellbeing initiatives

Parental leave

Job summary

Lloyds Banking Group in the United Kingdom seeks a Business Support Consultant - Strategic Relationships. The role supports Strategic Partnerships and adviser firms, ensuring clear ownership and timely MI and actions.

It operates in a hybrid model across multiple locations including Birmingham, with a 35-hour week and a salary in the £30k region. You will coordinate internal teams, manage partner initiatives, and produce standardised MI packs while leveraging Excel and Power BI for insights and

Qualifications

• Knowledge of intermediary market structures and adviser-firm dynamics.
• Experience with platform, pension and investment product operations.
• Excel and data analysis capability; Power BI desirable.

Responsibilities

• Provide business, operational and MI support for Strategic Partnerships and Adviser firms.
• Coordinate with internal and external stakeholders to ensure ownership and follow-through on actions.
• Produce regular management information, reports and partner activity updates.
• Support transfer, migration and initiative tracking with clear ownership and timelines.
• Log and escalate adviser operational issues and ensure timely resolution.

Skills

Intermediary market knowledge

Platform knowledge

Pension and investment products

Excel

Power BI

Stakeholder management

Organisation

Prioritisation

Written and verbal communication

Tools

Power BI

Job description

End Date

Monday 23 November 2026

Salary Range

£30,201 - £31,790

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

.

Job Description

JOB TITLE: Business Support Consultant - Strategic Relationships

SALARY: From £30,201

LOCATION(S): Edinburgh, Bristol, Leeds or Birmingham

HOURS : Full time – 35 hours per week

WORKING PATTERN : Our work style is hybrid, which involves spending at least two days per week, or 40% of our time in the office. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.

What you’ll be doing:

The Strategic Partnerships BSC role provides dedicated business, operational and management information support for our aligned Strategic Partnerships and their Adviser firms within Scottish Widows Intermediary Distribution.

The role acts as a central point of coordination between Strategic Partnership relationship owners, externally facing distribution colleagues and internal operational teams. It ensures that key activity, management information, transfers, issues and partner initiatives are managed with clear ownership, visibility and follow-through.

Your responsibilities will include:

Strategic Partnership support

• Build a detailed understanding of nominated Strategic Partners, including their organisational structures, firms, advisers and internal coverage.
• Support Strategic Partnerships colleagues with preparation for adviser meetings, reviews and internal checkpoints.
• Coordinate internal actions and requests arising from partner discussions and provide a consistent point of contact for aligned SPDs, BDMs, BSCs, and POCs.
• Maintain visibility of partner priorities, dependencies, risks and outstanding actions.

Management information and insight

• Coordinate regular and ad-hoc reporting, including assets, flows, business activity, client and policy populations, adviser mappings, transfers, withdrawals and Platform usage.
• Maintain an agreed Strategic Partnerships MI calendar and ensure recurring outputs are produced consistently.
• Support production of standardised business review packs.

Transfer and project coordination

• Maintain oversight of agreed firm / partner transfer activity, migrations, bulk agency transfers (novations) and other strategic initiatives in collaboration with the Strategic Partner Support Manager.
• Operate clear trackers covering activity, ownership, target dates, status, dependencies and escalation.
• Support adviser and client population validation, segmentation and prioritisation for migration opportunities.
• Help coordinate inputs from Distribution, Platform, Operations, Servicing and partner-facing teams.

Operational issue management

• Receive and assess Adviser operational issues and requests.
• Identify the appropriate process owner and coordinate activity through to an agreed outcome.
• Maintain an issues and actions log, and provide clear updates to relationship owners and initiate escalation where appropriate.
• Own the coordination and visibility of an issue, while the relevant specialist team retains responsibility for its resolution.

Why join us?

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we’re looking for:

• Strong understanding of the intermediary market and adviser-firm structures.
• Knowledge of Platform, pension and investment products and associated operational processes.
• Excel and data analysis capability, with Power BI experience desirable.
• Ability to interpret MI and communicate meaningful conclusions.
• Strong stakeholder management, organisation and prioritisation skills.
• Confidence coordinating activity involving multiple teams and owners.
• Clear written and verbal communication.

We know that great talent comes from many backgrounds. 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:

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. 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 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
• 24 days holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

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.