Technical Specialist

Lloyds Banking Group

Manchester

On-site

GBP 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Discounted shopping

30 days' holiday plus bank holidays

Wellbeing initiatives and generous parental leave policies

Job summary

A leading financial institution in the UK is seeking a Technical Specialist to enhance adviser relationships and deliver essential technical support. This field-based role involves producing technical content on pensions and tax, collaborating with various stakeholders, and contributing to the development of adviser tools. Applicants should hold a Level 6 qualification in Financial Planning and possess strong communication skills. Enjoy hybrid working arrangements and a variety of benefits including a generous pension contribution, performance-related bonuses, and extensive holiday.

Qualifications

Hold a Level 6 qualification in Financial Planning or relevant designation.
Confidently deliver engaging technical content to adviser audiences.
Ability to collaborate with internal stakeholders effectively.

Responsibilities

Produce and deliver technical content across pensions and tax.
Contribute to development of adviser tools and resources.
Provide reactive support to firms on complex cases.

Skills

Stakeholder management

Excellent communication skills

Market Awareness

Front-of-house capability

Adviser outcomes focus

Education

Level 6 qualification in Financial Planning

Job description

LOCATIONS: Edinburgh, Bristol, Leeds, Manchester

HOURS: Full-Time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week or 40% of your time with our clients or at our office sites

About this Opportunity

At Scottish Widows, we focus on building strong, lasting relationships with advisers and strategic partners. This role sits at the heart of our Distribution Enablement function, providing deep technical expertise to support adviser relationships and drive platform excellence.

As a Technical Specialist, you will be responsible for delivering thought leadership, complex case support, and technical enablement aligned to the Scottish Widows platform roadmap. You will act as a subject matter expert across pensions, tax, and intergenerational planning, helping advisers navigate the evolving financial landscape post-budget reform.

With a remit that spans both front‑of‑house engagement and internal capability building, you will produce high‑impact content, support onboarding and pitching for strategic partners, and contribute to continuous improvement across our distribution channels. This role is critical to maximising our technical capability and brand presence in the platform market.

This role is field based within the UK.

What You’ll Be Doing

Produce and deliver technical content across pensions, tax, and intergenerational planning in line with roadmap deliveries, supporting navigate post‑budget regulatory landscape.
Contribute to the development of adviser tools and resources that transform adviser experience and client outcomes.
Provide reactive support to firms on complex cases to resolve queries swiftly and professionally.
Enable technical capability across distribution teams through content creation and training.
Provide subject matter expertise in pitches for new partners, supporting the articulation of technical value and proposition strength.
Collaborate with internal stakeholders to ensure technical accuracy and consistency in adviser communications.

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

Professional Qualification: Hold a Level 6 qualification in Financial Planning or an equivalent designation relevant to your area of specialism (e.g. pensions, tax, estate planning).
Front‑of‑house capability: Confidently deliver engaging technical content to adviser audiences through presentations, webinars, and strategic partner meetings.
Stakeholder management: Ability to collaborate effectively with internal stakeholders - including Distribution, Proposition and Marketing - to shape proposition development and delivery.
Adviser outcomes focus: Show a strong commitment to delivering excellent adviser and customer outcomes, with a proactive approach to complex case support.
Excellent communication skills: Translate complex technical concepts into clear, accessible language for both internal teams and external audiences.
Market Awareness: Stay informed on legislative changes, budget reforms, and competitor activity to ensure our technical capability remains market‑leading.

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.

Benefits