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Lloyds Bank

Retail and commercial banking services

Business Support Consultant - Strategic Relationships

Sales OperationsPosted on Nov 10
Full-time£30.2k - £31.8k

About the Job

Requirements

  • Strong understanding of the intermediary market and adviser-firm structures.
  • Knowledge of platform, pension and investment products and associated operational processes.
  • Excel and data analysis capability.
  • Ability to interpret management information and communicate meaningful conclusions.
  • Strong stakeholder management, organisation and prioritisation skills.
  • Confidence coordinating activity involving multiple teams and owners.
  • Clear written and verbal communication.

Responsibilities

  • Build a detailed understanding of nominated Strategic Partners, including their organisational structures, firms, advisers and internal coverage.
  • Support Strategic Partnerships colleagues with preparation for adviser meetings, reviews and internal checkpoints.
  • Coordinate internal actions and requests arising from partner discussions and provide a consistent point of contact for aligned Strategic Partnership Directors, Business Development Managers, Business Support Consultants and Points of Contact.
  • Maintain visibility of partner priorities, dependencies, risks and outstanding actions.
  • Coordinate regular and ad-hoc reporting, including assets, flows, business activity, client and policy populations, adviser mappings, transfers, withdrawals and platform usage.
  • Maintain an agreed Strategic Partnerships management information calendar and ensure recurring outputs are produced consistently.
  • Support production of standardised business review packs.
  • Maintain oversight of agreed firm/partner transfer activity, migrations, bulk agency transfers (novations) and other strategic initiatives in collaboration with the Strategic Partner Support Manager.
  • Operate clear trackers covering activity, ownership, target dates, status, dependencies and escalation.
  • Support adviser and client population validation, segmentation and prioritisation for migration opportunities.
  • Help coordinate inputs from Distribution, Platform, Operations, Servicing and partner-facing teams.
  • Receive and assess adviser operational issues and requests.
  • Identify the appropriate process owner and coordinate activity through to an agreed outcome.
  • Maintain an issues and actions log, provide clear updates to relationship owners, and initiate escalation where appropriate.
  • Own the coordination and visibility of an issue while the relevant specialist team retains responsibility for its resolution.

Desired Qualifications

  • Power BI experience.

About the Company

Lloyds Bank

Retail and commercial banking services

Lloyds Bank is a major UK financial institution that provides a wide range of banking and financial services for personal and commercial customers. It serves individuals with current and savings accounts, mortgages, loans, credit cards, and investment products, and helps businesses with business loans, commercial mortgages, and other financial solutions. The bank earns most of its money from net interest income, the gap between interest on loans and deposits, and also collects fees for services such as overdrafts, international payments, and wealth management. Compared with competitors, it combines a large, established retail and commercial banking footprint in the UK with diversified income streams and a broad product set that supports both individuals and businesses. Its goal is to reliably deliver everyday banking, lending, and financial services to UK customers while maintaining profitability and supporting the needs of UK households and businesses.

Company size
5,001-10,000
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1765

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