Manager of Adviser Engagement and Support

3 weeks ago

Bristol, Bristol, United Kingdom Lloyds Banking Group Full time

Position Overview

JOB TITLE: Senior Manager for Adviser Experience and Enablement

SALARY: £73,262 + DOE

LOCATION: Flexible across various offices

HOURS: Full-time

WORKING PATTERN: Hybrid model requiring a minimum of two days per week in the office.

About the Role:

In alignment with our strategic vision for the Insurance, Pensions & Investments sector, we are committed to enhancing our customer-centric approach and embracing digital transformation. Following our recent acquisition, we are focused on refining our offerings and optimizing our technology to facilitate better outcomes for our clients. As we transition from a phase of transformation to one of growth, we are dedicated to bolstering our Distribution capabilities to expand our market presence.

This newly established role is crucial to our strategy, as you will lead a team dedicated to providing expert support to Independent Financial Advisers (IFAs) throughout their journey.

Your responsibilities will include ensuring that advisers receive comprehensive technical support during the sales cycle, from initial engagement to onboarding and ongoing relationship management. You will be accountable for the continuous enhancement of our service capabilities, ensuring that client satisfaction remains our top priority. This position directly influences the success of our strategic initiatives and our growth in targeted markets.

Collaboration with Operations and Change teams will be essential to guarantee that advisers have access to pertinent and timely information, thereby enhancing our Distribution Management. Additionally, you will work alongside the Adviser Lab and Change teams to realize our strategic vision for advisers, advocating for both adviser and client experiences.

Key Responsibilities:

  • Deliver technical insights and oversee the development and enhancement of adviser experiences, ensuring minimal disruption and a superior market experience.
  • Foster partnerships and collaborate with various departments, including CCO, the Adviser Lab, Operations, and Change.
  • Recognize the importance of technology in supporting individuals during their transition to digital solutions, while acknowledging that not all clients will prefer digital options.
  • Manage a team of 7 direct reports, with an extended team of approximately 28 FTE.

Why Join Lloyds Banking Group:

We are evolving to meet the needs of modern Britain, investing significantly in our workforce, data, and technology to adapt to the changing demands of our 26 million customers. Join us on this journey of purposeful growth.

What We Seek:

  • A strong understanding of adviser needs, market dynamics, and the intermediary sector.
  • Exceptional communication and presentation skills, capable of creating impactful experiences in all interactions.
  • Experience in operational roles within the intermediary or platform markets.
  • A commitment to accountability for personal and team commitments.
  • A customer-centric mindset that drives effective team guidance and results.

Our Commitment to Diversity:

We strive to create an inclusive environment that reflects the diversity of society. We encourage applications from under-represented groups and are committed to making reasonable adjustments in our recruitment processes.

Benefits:

  • Generous pension contributions of up to 15%
  • Annual performance-related bonuses
  • Share schemes, including free shares
  • Flexible benefits tailored to your lifestyle, such as discounts
  • 30 days of holiday, in addition to bank holidays
  • A variety of wellbeing initiatives and generous parental leave policies

If you are interested in contributing to our mission, we would be pleased to hear from you.

At Lloyds Banking Group, we are driven by a clear purpose: to help Britain prosper. Our colleagues are dedicated to making a positive impact on customers, businesses, and communities. Join us in shaping the future of financial services while benefiting from numerous opportunities for personal and professional growth.

Your data privacy is important to us. We will only request sensitive information once you have been formally invited for an interview or have accepted a verbal offer, at which point we will conduct background checks.

We are committed to fostering a values-driven culture and building a workforce that mirrors the diversity of our customers and communities. Together, we are creating an inclusive workplace where everyone has the opportunity to make a meaningful difference.

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