At a Glance
- Tasks: Lead a finance team to drive commercial success and shape strategic decisions.
- Company: Dynamic financial services firm based in Edinburgh with a focus on innovation.
- Benefits: Generous pension, performance bonuses, share schemes, and 30 days holiday.
- Other info: Flexible working patterns and a commitment to well-being and inclusivity.
- Why this job: Make a real impact by partnering with leaders and driving financial insights.
- Qualifications: Fully qualified accountant or actuary with 5+ years of relevant experience.
The predicted salary is between 85493 - 100580 £ per year.
Salary: £85,493 – £100,580
Location: Edinburgh (Princes Exchange)
Hours: Full-time
Working Pattern: Hybrid – at least two days per week in the office (40% of time).
About this opportunity
As a Senior Finance Business Partner, you will lead a dedicated team supporting the Intermediary Wealth business, using data, insight and partnerships to shape strategic decisions and drive commercial success. You will partner with senior leaders and executives, providing trusted advice, challenging thinking, and translating ambition into results.
What you’ll be doing
- Lead the Intermediary Wealth business‑partnering team.
- Develop financial forecasts.
- Collaborate across platforms to ensure accountability and interlock.
- Assess operating model and unit costs.
- Communicate financial and key management results.
- Drive commercial value from key projects and partnerships.
- Identify and manage financial risks and opportunities.
- Continue development of business cases and track benefits.
What we’re looking for
- Fully qualified accountant or actuary.
- 5+ years driving commercial results from deep financial experience.
- 5+ years business‑partnering capability and constructive engagement with stakeholders.
- 5+ years leadership experience in a small team environment.
- Proven ability to engage in constructive challenge with the Business.
- Proven expertise in data analytics, visualisation and storytelling.
- Capacity to build insightful management information (MI) that feeds into digital operations and inspires action.
We recognise that relevant, transferable experience is valuable; if you have equivalent skills we encourage you to apply.
Benefits
- Generous pension contribution of up to 15%.
- Annual performance‑related bonus.
- Share schemes including free shares.
- Adaptable benefits such as discounted shopping and 30 days’ holiday plus bank holidays.
- Well‑being initiatives and generous parental leave policies.
- Reasonable workplace adjustments for disabilities, with flexibility in office attendance and working patterns.
- Disability confident interviews for qualifying applicants.
Senior Finance Business Partner – Intermediary Wealth employer: Lloyds Bank plc
As a Senior Finance Business Partner at our Edinburgh location, you will thrive in a dynamic and supportive work culture that prioritises employee well-being and professional growth. With generous benefits including a substantial pension contribution, performance-related bonuses, and flexible working arrangements, we empower our team to achieve their best while enjoying a healthy work-life balance. Join us to make a meaningful impact in the Intermediary Wealth sector, where your expertise will be valued and your career can flourish.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Finance Business Partner – Intermediary Wealth
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Senior Finance Business Partner – Intermediary Wealth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lloyds Bank plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Lloyds Bank plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Lloyds Bank plc
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lloyds Bank plc.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Lloyds Bank plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lloyds Bank plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
