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- Tasks: Lead client relationships and deliver tailored investment solutions in a collaborative team.
- Company: Join Lloyds Banking Group, an innovative bank shaping the future of finance.
- Benefits: Enjoy flexible working, generous pension contributions, 30 days holiday, and wellbeing initiatives.
- Why this job: Make a positive impact while learning and growing in a diverse and inclusive environment.
- Qualifications: Experience in the UK investment industry with strong analytical and communication skills required.
- Other info: We support reasonable adjustments for disabilities and promote a culture of continuous improvement.
The predicted salary is between 65000 - 75000 £ per year.
Investments Technical Solutions Adviser page is loaded
Investments Technical Solutions Adviser
Apply locations London time type Full time posted on Posted 3 Days Ago time left to apply End Date: August 22, 2025 (11 days left to apply) job requisition id 140807
End Date
Thursday 21 August 2025
Salary Range
£76,464 – £84,960
We support flexible working – click here for more information on flexible working options
Flexible Working Options
Hybrid Working, Job Share
Job Description Summary
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Job Description
Job Title:Investments Technical Solutions Adviser
Location:London
Salary:£76,464 – £84,960
Hours: Full time
Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of your time, at our London office.
About This Opportunity:
Join us at Lloyds Banking Group, where we’re building the bank of the future and shaping the way Britain banks. As part of the Scottish Widows business, our Investment Operations team plays a vital role in delivering a robust and efficient investment environment that supports millions of customers in securing their financial futures. You’ll be joining a collaborative and forward-thinking team that values precision, innovation and continuous improvement.
We’re now looking for an Investments Technical Solutions Adviser to join our team. In this role, you’ll be at the heart of leading key client relationships and delivering tailored investment solutions that meet complex and evolving needs. Collaborate with internal teams, contribute to planning and influence the direction of our investment services with data-driven insights and ongoing improvements.
What you’ll be doing:
- Build and handle relationships with key internal and external stakeholders, acting as a trusted adviser.
- Deliver tailored investment solutions that meet client needs and stay in sync with regulatory standards.
- Contributing technical expertise to the design, development, and enhancement of investment propositions
- Analyse data from several sources to identify trends, risks and opportunities.
- Lead improvements to compliance processes and systems, ensuring alignment with policy.
- Support and mentor colleagues, fostering a culture of learning and development.
- Lead and deliver change initiatives that enhance operational efficiency and client outcomes.
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 you’ll need:
- Proven experience of working within the UK investment industry with knowledge of policy landscape, and competitor & proposition environment
- Strong analytical and problem solving skills with the ability to interpret complex data and spot trends
- Experience leading stakeholder relationships in a financial services or investment environment
- A good understanding of compliance and regulatory frameworks related to the UK Pensions and Investments Industry
- Confidence in delivering change initiatives and improving business processes
- Excellent communication skills with the ability to influence at all levels
- A proactive approach with a focus on continuous improvement and collaboration
About working for us:
Our ambition is to be the top tier UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.
We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.
We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need
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
Ready for a career where you can have a positive impact as you learn, grow and thrive?Apply today and find out more.
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.
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Investments Technical Solutions Adviser employer: Lloyds Bank plc
Contact Detail:
Lloyds Bank plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investments Technical Solutions Adviser
✨Tip Number 1
Familiarise yourself with the latest trends in the UK investment industry. Understanding the current policy landscape and competitor offerings will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in investment operations. This can provide you with insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with compliance and regulatory frameworks. Being able to articulate how you've navigated these areas in past roles will demonstrate your suitability for the position.
✨Tip Number 4
Showcase your analytical skills by preparing examples of how you've used data to drive decisions or improvements in previous roles. This will highlight your problem-solving abilities and fit for the role.
We think you need these skills to ace Investments Technical Solutions Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the UK investment industry. Focus on your analytical skills, stakeholder management, and any experience with compliance and regulatory frameworks.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role of Investments Technical Solutions Adviser. Mention specific examples of how you've successfully delivered tailored investment solutions or led change initiatives in previous roles.
Showcase Your Analytical Skills: Provide examples in your application that demonstrate your ability to analyse complex data and identify trends. This could include specific projects where your insights led to improved outcomes.
Highlight Your Communication Skills: Since the role involves influencing stakeholders at all levels, emphasise your communication skills. Include instances where you've effectively communicated complex information or influenced decision-making processes.
How to prepare for a job interview at Lloyds Bank plc
✨Understand the Investment Landscape
Make sure you have a solid grasp of the UK investment industry, including current policies and competitor offerings. This knowledge will help you demonstrate your expertise and show that you're well-prepared to contribute to the team.
✨Showcase Your Analytical Skills
Be ready to discuss how you've used data analysis in previous roles. Prepare examples where you've identified trends or risks and how your insights led to improved outcomes. This will highlight your problem-solving abilities.
✨Prepare for Stakeholder Engagement
Think about your past experiences in managing stakeholder relationships. Be prepared to share specific examples of how you've built trust and delivered tailored solutions, as this role heavily relies on effective communication and collaboration.
✨Emphasise Continuous Improvement
Demonstrate your proactive approach by discussing any initiatives you've led that improved processes or compliance. Highlighting your commitment to ongoing development will resonate well with the company's focus on innovation and efficiency.
