At a Glance
- Tasks: Lead complex investment projects and manage key client relationships.
- Company: Join Lloyds Banking Group, a leader in financial services with a purpose.
- Benefits: Flexible working options, career development, and a supportive culture.
- Other info: Opportunity for personal growth in a diverse and inclusive environment.
- Why this job: Shape the future of finance while making a real impact in communities.
- Qualifications: Experience in investment management and strong stakeholder engagement skills.
The predicted salary is between 59576 - 70089 £ per year.
We support flexible working – click here for more information on flexible working options.
- Hybrid Working, Job Share
Prime responsibility for and management of highly complex new business investments, refinances and exits for high value specific funds including on-going portfolio management. Influence key senior stakeholders, deputise for senior colleagues and contribute to broader business development, planning and decision-making. Providing investment action recommendation, investment research and insight capability, portfolio management, and risk control including due diligence completed, across designated area.
Manages key client and customer relationships, typically by using account teams to ensure their ongoing satisfaction and loyalty toward the organisation. Manage relationships with key internal customers and act as their business partner, while typically using support teams to ensure client satisfaction.
Roles at this level are implementing business plans to achieve results within a given area or department. Meets the needs of significant customers related to complex, often customised products and services and/or manages a customer advisor department over a significant area.
Takes responsibility for implementing a team's formal development framework with guidance from senior colleagues, while informally coaching others throughout the organisation in area of expertise and pursuing and investing in opportunities for own personal development.
Manages a range of investment portfolios through in-depth market and sector analysis, maintains a wide range of external relationships and participates in the formulation and evolution of general investment policy.
Sets medium term objectives and takes responsibility for implementing a team's performance management systems with guidance from senior colleagues. Identifies and evaluates complex expertise-led solutions against a range of criteria to find the ones that best meet business needs.
Develops and/or delivers elements of a strategic planning system with guidance from senior colleagues. This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing ‘significant harm’ to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks.
As a certified colleague your details will be published on the FCA’s Financial Services Register. This role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook.
The Person performs the client-dealing FCA certification function for a firm if:
- P is carrying out any of the activities in the table in SYSC 27.8.19R; and
- those activities will involve P dealing with:
- a person with or for whom those activities are carried out; or
- the property of any such person; in a manner substantially connected with the carrying on of regulated activities by the firm.
If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook.
- The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function.
- A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that firm.
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.
Head of Tax - LDC (Fixed Term Contract) in London employer: Lloyds Bank
At Lloyds Banking Group, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to flexible working options, alongside robust employee development programmes, ensures that you can thrive both personally and professionally in your role as Head of Tax. With a focus on diversity and inclusion, you'll be part of a team dedicated to making a meaningful impact in the financial services sector while enjoying the benefits of a supportive and engaging workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Tax - LDC (Fixed Term Contract) in London
✨Tap into Professional Networks
In the world of tax advisory consulting, connections can make all the difference. Get active in professional bodies like the Chartered Institute of Taxation. Join relevant LinkedIn groups, attend webinars, and don’t be shy about reaching out for advice from seasoned pros!
✨Utilise Recruitment Agencies
For temporary roles in tax advisory, recruitment agencies can be your best mate. They often have access to opportunities that aren’t advertised publicly. Find out which agencies specialise in finance and tax, and get on their radar—they can help match you with placements that suit your skills.
✨Stay Ahead with Tax Trends
Keeping up-to-date with tax legislation and trends can give you a fab edge. Follow relevant blogs, podcasts, and industry news. This knowledge could come in handy during interviews, showing that you’re not only knowledgeable but also genuinely interested in the field.
✨Apply Directly at Lloyds Bank
Don’t forget to check out the careers page for Lloyds Bank! Applying directly through their website often makes you more visible to their hiring managers. Tailor your application to highlight your relevant skills in tax advisory, and don't hesitate to emphasise your eagerness to learn in a temporary role!
We think you need these skills to ace Head of Tax - LDC (Fixed Term Contract) in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Tax advisory in consulting is all about understanding the nitty-gritty of tax regulations and how they apply to different scenarios. Make sure your CV highlights any relevant coursework, internships, or certifications in tax law. Don't be shy about mentioning specific regulations or areas you're keen to dive deeper into with this role at Lloyds Bank.
Quantify Your Contributions:When detailing your past experiences, especially in tax, don't just list tasks – quantify your contributions. Did you help save clients a certain percentage in tax? Did you streamline a process that boosted accuracy? Numbers grab attention and show that you have real-world impact, which is crucial for a temporary role like this at Lloyds Bank.
Tailor Your Motivation:In your cover letter, focus on why you're excited about this temporary position at Lloyds Bank. Share what you hope to learn and why this role is a stepping stone for you. We like to see enthusiasm and willingness to absorb as much as possible – we all learn faster that way!
Keep It Concise and Relevant:Given that this is a temporary role in tax advisory, your application needs to be sharp and to the point. Cut any fluff and really focus on experiences and skills that are directly relevant. We want to see that you know what you're getting into and can hit the ground running!
How to prepare for a job interview at Lloyds Bank
✨Brush Up on Tax Legislation
Since you’re looking at a temporary role in tax advisory consulting, make sure you’re up to speed with the latest tax laws and regulations. Be prepared for technical questions that assess your understanding of recent changes in tax legislation, as this will show you’re ready to dive in without much hand-holding.
✨Demonstrate Client-Facing Skills
In a consulting role, especially with a temporary position, you'll likely deal directly with clients. Highlight your communication and interpersonal skills during the interview. Maybe share past experiences where you successfully managed client expectations or resolved queries—this will showcase your ability to hit the ground running.
✨Have Your Portfolio Ready
Even for a temporary role, the interviewer might want to see some examples of your previous work. Prepare a portfolio that includes case studies of tax planning strategies or advisory services you've provided. This can be a great way to visually demonstrate your expertise and how you can add value to Lloyds Bank quickly.
✨Show Your Adaptability
Temporary roles often require quick adaptability to new teams and projects. Be ready to share examples of how you've adapted to new tasks or environments in the past. This will reassure Lloyds Bank that you can effectively handle the often fast-paced and changing nature of consulting work.
