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Head of Proposition

4 months ago


Edinburgh, United Kingdom Lloyds Banking Group Full time

End Date

Monday 13 May 2024

Salary Range

£101,932 - £119,920
- We support flexible working - click here for more information on flexible working options

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share

Job Description Summary


**Job Description**:
JOB TITLE: Head of Proposition (Investments)

LOCATION: Edinburgh

HOURS: Full Time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of your time in the office.

About this opportunity

We're currently have a great opportunity for a Head of Proposition (Investments) to join our Edinburgh based team.

You'll be the “voice of Scottish Widows” in respect of the customer fund range and provide a focal point for interactions between the investments team and all relevant distribution channels. You'll propose and agree the competitor set across all investment solutions, producing, and maintaining customer, intermediary and market research as required.

Your accountabilities will include:

- Production of all pre, at and post-sale content and literature in order to deliver good customer outcomes and maximise commercial interest in investment solutions.
- Leveraging data sets across the world, including propriety LBG data, to enhance existing solutions and develop new commercially successful investment solutions.
- Making recommendations on pricing of existing and new investment solutions, optimising customer outcomes and commercial success
- Working with Head of Investments to bring new propositions to market.
- Work with distribution channels to deliver agreed business plan objectives.
- Build & maintain a strategic plan for the Investment Proposition and pipeline of developments towards that plan.
- Specify & maintain requirements / constraints for fund solutions that meet market / customer need.
- Manage complex relationships with internal partners to ensure proposition to market and internal processes / governance are aligned.

Why Lloyds Banking Group?

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

What we need from you?
- Knowledge of the investment market.
- Experience and deep understanding of Pensions / Workplace Savings market.
- Technical investment knowledge - and ability to explain in a clear concise way.
- Strong commercial awareness, ideally with a background in the investment advisory business.
- SME in pensions regulations and market; ideally experience in Master Trust.

About working for us

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
- 30 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.