At a Glance
- Tasks: Lead complex client onboarding and implementation in the pensions sector.
- Company: Join Lloyds Banking Group, a leader in financial services with a focus on diversity and inclusion.
- Benefits: Enjoy a competitive salary, generous pension contributions, and 30 days holiday.
- Other info: Flexible working options and a commitment to supporting colleagues with disabilities.
- Why this job: Shape the future of finance while making a real impact on clients and communities.
- Qualifications: Experience in client onboarding and strong stakeholder management skills required.
The predicted salary is between 63000 - 77000 £ per year.
We support flexible working – click here for more information on flexible working options.
Flexible Working Options: Hybrid Working, Job Share
JOB DESCRIPTION SUMMARY:
This is a senior leadership role within our Workplace Strategic Relationships team. This role will support strong growth in the DC Workplace market which will be expected to influence and drive solutions across business units. The role will work in partnership with the Implementation Senior Manager, supporting the successful onboarding and implementation of large complex workplace pension clients, co-owning the transition, taking the lead externally from prospect through to operational and relationship handover. Accountable for delivering a consistently high-quality client experience at scale, ensuring onboarding is a competitive strength that supports new business conversion, client advocacy, and long-term retention.
Your key accountabilities will also include:
- Early identification of client pain points and inefficiencies with their existing pension arrangement and develop solutions in line with LBG risk and commercial appetite.
- Support onboarding delivery from early external prospect discussion through to live operational handover.
- Act as the single point of accountability for complex or high-value implementations.
- Partner with Pursuit, Sales, and Relationship teams to shape onboarding approach in bids and support client conversion.
- Lead delivery of onboarding with broad stakeholder management to encompass change delivery as well as supporting activity through implementation such as strong governance, risk management, and financial control.
- Ensure seamless collaboration across internal teams including operations, proposition, legal, and client servicing.
- Act as senior sponsor for onboarding clients, ensuring a market-leading client experience.
- Drive continuous improvement in onboarding processes, reducing risk, cost, and delivery timelines.
- Exceptional stakeholder management across the DC market including trustees, advisers (EBCs), corporate clients, and internal specialists.
Why join us:
We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone!
What we’re looking for:
- Significant experience leading complex client onboarding, implementation or transition programmes within pensions, financial services or a related industry.
- Strong knowledge of the DC Workplace Pensions market and the wider stakeholder landscape including trustees and advisers.
- Exceptional stakeholder management and influencing skills with the confidence to challenge senior leaders and clients when required.
- Proven ability to lead through ambiguity, balance competing priorities and deliver successful outcomes in a fast-paced environment.
- Experience managing governance, risk, financial controls and operational delivery across complex programmes.
- A track record of driving client-centric improvements that enhance service quality, business performance and client retention.
This is a place for you:
Our ambition is to be the leading 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 offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. 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
Like what you hear? Join us!
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.
Onboarding Director in Edinburgh employer: Lloyds Bank
At Lloyds Banking Group, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work environment in Fort William. With a strong focus on employee growth through our Skill Progression Framework, we provide ample opportunities for career advancement while ensuring a healthy work-life balance with flexible working options. Our comprehensive benefits package, including generous pension contributions and wellbeing initiatives, reflects our commitment to the well-being of our colleagues, making us a great place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Onboarding Director in Edinburgh
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Lloyds Bank. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Lloyds Bank.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Lloyds Bank. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Onboarding Director in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Lloyds Bank and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Lloyds Bank how you can be a team player!
How to prepare for a job interview at Lloyds Bank
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Lloyds Bank.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Lloyds Bank's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
