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🔥 5 minutes ago

🇬🇧 United Kingdom – Remote

💵 £37k - £41.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Lloyds Banking Group

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💳 Fintech

💸 Finance

Banking • Fintech • Finance

Lloyds Banking Group is a leading financial services group in the UK, with a history of over 325 years. The group encompasses several well-known brands, including Lloyds Bank, Bank of Scotland, and Halifax. Its core purpose is 'Helping Britain Prosper', focusing on providing banking services that support individuals, businesses, and communities towards achieving financial wellbeing and sustainability. Lloyds Banking Group is dedicated to fostering an inclusive future by offering a range of financial solutions and investing in initiatives that promote housing and corporate responsibility.

📋 Description

• Create clear, accurate and personalised financial planning reports for new and existing clients across the full range of products and advice areas • Assess client information and undertake research • Translate proposed advice into well-structured recommendations • Ensure reports meet internal standards, external regulatory requirements and individual client needs • Take responsibility for work quality and check reports for accuracy • Provide peer quality checks for colleagues when required • Ensure client and advice information is correctly recorded across systems • Respond promptly to enquiries, requests and instructions from internal and external clients • Contribute to projects and support colleagues remotely • Identify opportunities to improve processes, productivity and the overall client experience

🎯 Requirements

• Level 4 Diploma qualified; Chartered / Level 6 welcome but not essential • Experience producing clear, accurate and compliant financial planning reports • Strong technical knowledge and understanding of regulatory requirements • Excellent written communication and attention to detail • Ability to manage priorities independently in a busy environment • Proactive, collaborative approach to client service and continuous improvement

🏖️ Benefits

• Home-based working • Flexible working options, including flexibility in when hours are worked, hybrid working, job share and reduced hours • 30 days’ holiday • Private medical cover • Life insurance • Matched pension of up to 21% • Ongoing professional development and support for relevant qualifications • Reasonable workplace adjustments, including flexibility in office attendance, location and working patterns • Disability Confident Scheme interview guarantee for qualifying applicants • Reasonable adjustments throughout the recruitment process

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