Intermediary Wealth Performance & Insight Manager

Lloyds Banking Group • Edinburgh, UK • 1d ago

JOB TITLE: Intermediary Wealth Performance & Insight Manager.

SALARY: £72,700pa to £88,800pa plus an extensive benefits package.

LOCATION:  Edinburgh.

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 our Edinburgh hub.

We’re on an exciting journey to transform our Group and the way we shape 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, including you! 

About this opportunity

Do you have a passion for data led decision making and crafting deep insights? If so, then you can play a lead role supporting the Scottish Widows Intermediary Wealth Platform and Distribution teams to deliver for our customers and colleagues.

We are looking for a dedicated and enthusiastic Performance & Insights Manager to deliver key strategic insights on our Scottish Widows Platform proposition and provide actionable information to our Intermediary Wealth Distribution teams. Our team sits at the heart of the Pensions & Retirement Platform which is part of Insurance, Pension and Investments (IP&I) at Lloyds Banking Group.

We're a growing business receiving significant investment from the Group to support its bold and exciting growth plans, so there has never been a better time to join us!

Your accountabilities will include:

Quickly and accurately delivering weekly reporting that provides the senior leadership team with visibility on the performance of the business.
Preparing specific pieces of insight that drive strategic decision making.
Using extracted Intermediary Wealth data from our Microsoft Dynamics (MSD) customer-relationship-management system and analyse this within Microsoft Power BI, Python and Excel.
Understanding and providing insight on the pipeline for new Intermediary Wealth sales including how long it is taking for enquiries to move through the sales funnel, where there is friction in the process, the reasons we're successful and the reasons we're losing.
Analysing how we're performing with growing our business from our already supporting advisers, including which products they are most interested in.
Building insight on any parts of our existing book that are at risk of moving to another adviser or wealth provider and providing practical information on the reasons for these risks.

About you

Advanced Data Analysis & Visualisation
Expertise in Power BI (including DAX), Excel, and creating insight‑driven visual analytics. Knowledge of Google Cloud Platform Data Products is also preferred.
Programming for Data Manipulation
Proven capability in using Python to clean, model and analyse complex datasets.
Industry Knowledge – Pensions & Investments
Strong understanding of products, competitors, intermediary types and relevant regulation.
Insight Communication & Stakeholder Storytelling
Experience producing high‑quality presentations and conveying complex insights to senior leadership.
Problem‑Solving with Commercial Awareness
Ability to interpret data trends, identify business risks/opportunities, and articulate commercial impact.

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.

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

We would love to hear from you!

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