Investments Technical Solutions Adviser

Lloyds Banking Group; Greater London; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

30 days' holiday plus bank holidays

Wellbeing initiatives and parental leave policies

Job summary

A leading financial institution in London is seeking an Investments Technical Solutions Adviser to enhance client relationships and deliver customized investment solutions. This role requires an understanding of the UK investment landscape and involves collaboration with teams to improve service delivery. Ideal candidates have a strong analytical background and effective communication skills, with a commitment to continuous improvement and regulatory compliance. Flexible working arrangements are available.

Qualifications

• Proven experience in the UK investment industry with knowledge of the policy landscape.
• Strong analytical and problem-solving skills to interpret complex data.
• Experience leading stakeholder relationships in a financial services environment.

Responsibilities

• Build and manage relationships with key stakeholders.
• Deliver tailored investment solutions meeting client needs.
• Analyze data to identify trends, risks, and opportunities.

Skills

Analytical skills

Stakeholder relationship management

Communication skills

Compliance knowledge

Problem-solving skills

Proactive approach

Education

Experience in the UK investment industry

Job description

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Talent Acquisition Manager @ Lloyds Banking Group

Job Title: Investments Technical Solutions Adviser

Location: London

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 our London office.

About This Opportunity:

Join us at Lloyds Banking Group, where we're building the bank of the future and shaping the way Britain banks. As part of the Scottish Widows business, our Investment Operations team plays a vital role in delivering a robust and efficient investment environment that supports millions of customers in securing their financial futures. You'll be joining a collaborative and forward-thinking team that values precision, innovation and continuous improvement.

We're now looking for an Investments Technical Solutions Adviser to join our team. In this role, you'll be at the heart of leading key client relationships and delivering tailored investment solutions that meet complex and evolving needs. Collaborate with internal teams, contribute to planning and influence the direction of our investment services with data-driven insights and ongoing improvements.

What you'll be doing:

• Build and handle relationships with key internal and external stakeholders, acting as a trusted adviser.
• Deliver tailored investment solutions that meet client needs and stay in sync with regulatory standards.
• Contributing technical expertise to the design, development, and enhancement of investment propositions
• Analyse data from several sources to identify trends, risks and opportunities.
• Lead improvements to compliance processes and systems, ensuring alignment with policy.
• Support and mentor colleagues, fostering a culture of learning and development.
• Lead and deliver change initiatives that enhance operational efficiency and client outcomes.

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 you'll need:

• Proven experience of working within the UK investment industry with knowledge of policy landscape, and competitor & proposition environment
• Strong analytical and problem solving skills with the ability to interpret complex data and spot trends
• Experience leading stakeholder relationships in a financial services or investment environment
• A good understanding of compliance and regulatory frameworks related to the UK Pensions and Investments Industry
• Confidence in delivering change initiatives and improving business processes
• Excellent communication skills with the ability to influence at all levels
• A proactive approach with a focus on continuous improvement and collaboration

About working for us:

Our ambition is to be the top tier 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
• 30 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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