
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.
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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.
• Drive the growth of the Intermediary Wealth Platform by engaging with key strategic partners and C-Suite executives to secure long-term partnerships. • Build robust long-term partnerships for the benefits of all internal customers to support the growth of AUA, revenue, and broader ‘One Lloyds’ solutions. • Focus on profitability and quality of flows delivery as well as managing persistency and driving market share targets. • Build and maintain detailed account plans and contact matrices to establish senior relationships and strategic business plans. • Work collaboratively with Strategic Client Relationship Managers and Distribution teams to optimise performance with confirmed partner wins. • Ensure business-critical information is shared with internal customers and manage persistency risk, margin compression, and retention targets effectively.
• High level understanding of the intermediary marketplace including regulatory, technical and legislative issues. • An understanding of Scottish Widows’ key competitors, their current propositions and developments within the Wealth and Pensions markets. • Evidence of successfully winning Corporate Partnerships or panel positions. • Strong commercial focus and ability to direct attention on delivering agreed business targets, priorities and objectives. • Exceptional Networking Skills - builds rapport, trust and customer confidence presenting a professional image of Scottish Widows to the customer. • Can operate at board room level both internally & externally and has access to the broader C-Suite Wealth market. • Strong analytical skills demonstrated by the ability to review a range of information and metrics and identify and prioritise appropriate actions. • Has a thorough understanding of technology being used within the market and how it can be leveraged to support the sales process along with how we best leverage opportunity/influence points (best advice systems, risk rating tools). • Level 4 Qualification or commitment to obtain.
• Flexible Working Options • Health insurance • Pension scheme • Professional development opportunities
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