Strategic Planning & Insights Manager

Lloyds Banking Group; Chester; Hybrid; GBP 59,000 - 67,000; Full time

Job summary

A leading company in financial services is seeking a Strategic Planning & Insights Manager. This role focuses on integrating customer insights with business goals to create actionable marketing strategies. Candidates should have analytical skills, a strategic mindset, and experience in a customer insight or marketing planning role. With opportunities for flexible working and an inclusive environment, this role plays a key part in driving commercial value for the organization.

Qualifications

• Proven experience in a customer insight, marketing planning, or strategy role in financial services.
• Commercial acumen with understanding of market dynamics.
• Strong analytical and storytelling skills.

Responsibilities

• Contribute to annual and quarterly planning processes for BMX.
• Understand customer needs to shape the Strategic BMX plan.
• Support marketing investments aligning with business goals.

Skills

Analytical skills

Strategic mindset

Customer insight

Storytelling

Data synthesis

Collaboration

Tools

Microsoft 365

Job description

End Date

Thursday 10 July 2025

Salary Range

£59,850 - £66,500

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

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

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Job Description

JOB TITLE: Strategic Planning & Insights Manager.

SALARY: £59,850pa to £73,150pa plus an extensive benefits package.

LOCATION: Bristol. Edinburgh, Leeds , Halifax or Chester.

HOURS: 35 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 the above the listed hub s .

Why Lloyds Banking Group?

Like the modern Britain we serve, we're evolving. Investing billions in our people, data and tech to transform the way we meet the everchanging needs of our 26 million customers. We're embracing collaborative, agile ways of working, to help us deliver the best outcomes for our colleagues, customers and businesses. We're growing with purpose. Join us on our journey and you will too!

Want to hear more?

As a Strategic Planning & Insights Manager you’ll play a pivotal role in connecting customer insights, business goals (both customer and product) and marketing planning into actionable strategies that drive commercial value. You’ll work with stakeholders across IP&E and wider BMX teams to design, set, and optimise the marketing plan for BMX.

You’ll be part of a collaborative team that values curiosity, creativity, and clarity. Your ability to triangulate data from multiple sources and translate it into strategic recommendations will be key to your success.

Key responsibilities

• Contribute to the annual and quarterly planning process for BMX, including coordination of needs met contribution, value target setting, and reforecasting.

• Understand evolving customer and product requirements and uncover commercial opportunities that should shape the strategic BMX plan.

• Support BMX teams to ensure marketing investments align with customer priorities, product objectives , and overarching business goals.

• Maintain a comprehensive view of marketing investment activities, identifying areas of underspend and opportunities for budget redeployment to maximize ROI.

• Work closely with Insights, Planning & Effectiveness (IP&E) teams to leverage data, customer insights and customer opportunities to inform the BMX plan.

• Translate complex data into clear, compelling stories that resonate with senior stakeholders.

• Champion a culture of customer-centric thinking across the organization.

About you

• Proven experience in a customer insight, marketing planning or strategy role within a marketing environment in financial services or another data-rich sector.

• Commercially astute with a strategic mindset, understanding market dynamics and ideally understanding of the range and commercial drivers of products and services LBG provides to its Personal Customers.

• Strong analytical and storytelling skills, with the ability to synthesize data from multiple sources and communicate insights clearly.

• Curious, proactive, and adaptable—comfortable working in fast-paced, agile environments with multiple stakeholders.

• Proficient in Microsoft 365 tools (Excel, PowerPoint, Word, Teams) to create and present insight-driven content effectively.

About working for us

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

If you are excited by the thought of becoming part of our team, get in touch.

We would 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.