Partner Relationship Assistant Manager - White Labels & Embark Pensions

Lloyds Banking Group; City of Edinburgh; Hybrid; GBP 39,000 - 45,000; Full time

Job summary

A leading banking institution in the UK is seeking a Partner Relationship Assistant Manager to support their Embark Pensions team. This role involves managing relationships, processing data, and collaborating with external partners to enhance customer outcomes. Ideal candidates will have experience with large datasets and improving customer service processes. The position offers a hybrid working model with a comprehensive benefits package and a commitment to diversity and inclusion.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Discounted shopping benefits

28 days’ holiday plus bank holidays

Wellbeing initiatives and generous parental leave

Qualifications

• Experience of managing large sets of data in Excel.
• Experience of clearer customer journeys and processes.
• Evidence of producing accurate insights from financial data.
• Experience in working with Suppliers in financial services.

Responsibilities

• Processing data using established procedures.
• Helping senior colleagues with relationship management.
• Conducting independent research for analysis.
• Solving problems and managing escalation processes.
• Preparing complex documents using multiple applications.

Skills

Managing large sets of data in Excel

Improving customer journeys and processes

Producing accurate financial insights

Working with Suppliers in financial services

Job description

End Date

Saturday 20 December 2025

Salary Range

£39,825 - £44,250

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

Flexible Working Options

Hybrid Working, Job Share

Job Description

JOB TITLE: Partner Relationship Assistant Manager - White Labels & Embark Pensions

SALARY: £39,825 to £44,250

LOCATIONS: Edinburgh, Bristol or Leeds

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 one of our office sites

About this Opportunity

We have a fantastic opportunity to join our Embark Pensions team that supports customers to meet a range of complex pension needs.

You’ll play a crucial role in supporting our customer teams, collaborating with our external partners to improve customer outcomes.

What You’ll Be Doing

The role involves:

• Processing data using established procedures and testing new procedures to see how we can improve on existing methods.
• Helping senior colleagues with ownership of 3rd party and adviser relationships.
• Conducting independent research using primary data sources and selecting relevant information to enable analysis of key themes and trends.
• Solving problems as they arise and managing escalation processes. Managing relationships impacts, finding the best technical and /or professional solutions, chasing to successful resolution and identifying key trends.
• Organising and preparing complex documents by using multiple computer applications such as Microsoft office whilst also gathering and summarising data for special reports.

Why Lloyds Banking Group

Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities – you’ll find them all here.

What You’ll Need

• Experience of managing large sets of data in Excel.
• Experience of making customer journeys and processes clearer and simpler, delivering better outcomes for customers.
• Evidence of taking financial data, working independently in a commercial setting to produce accurate insight and supporting commentary from multiple sources. Producing storyboard packs up to a senior level.
• Experience of working with Suppliers and 3rd parties in the financial services industry would be extremely useful.

About Working For Us

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

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you.

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.