At a Glance
- Tasks: Shape financial insight and deliver impactful reporting for major banking businesses.
- Company: Join Lloyds Banking Group, a pioneering force in finance.
- Benefits: Generous pension, performance bonuses, 30 days holiday, and flexible working options.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Make a real impact on financial strategies that support millions of customers.
- Qualifications: Qualified accountant with strong financial reporting and communication skills.
We support flexible working – click here for more information on flexible working options.
Flexible Working Options: Hybrid Working, Job Share.
At the heart of Retail Finance, the Consumer Relationships (CR) division plays a critical role in driving the performance and strategic direction of Lloyds Banking Group’s Personal Current Account (PCA), Savings and UK Private Banking businesses. As a Finance Manager within the CR Performance & Planning team, you will play a key role in shaping financial insight, delivering robust financial forecasting and performance reporting, and helping senior stakeholders make informed decisions. You'll combine financial, commercial, and customer insight to understand the drivers of business performance and translate complex information into clear, actionable recommendations.
You'll be joining a high-profile team responsible for understanding and shaping the financial performance of one of Retail Banking's largest customer franchises. Working across PCA, Savings, and UK Private Banking you'll gain broad exposure to senior stakeholders, be involved in strategic decision-making and reporting key financial drivers across Consumer Relationships. This is an exciting opportunity for a motivated finance professional who enjoys working in a fast-paced environment, influencing senior stakeholders and driving continuous improvement.
About this opportunity: Join a high-profile Finance team at the heart of Retail Banking, shaping the performance of some of the UK's largest Personal Current Account, Savings and UK Private Banking businesses. As a Finance Manager, you'll turn complex financial and customer insight into powerful recommendations that influence senior decision-making, drive strategic outcomes and support millions of customers. This is a fantastic opportunity to gain broad exposure across the business, partner with senior colleagues and play a key role in delivering the future success of Consumer Relationships!
What you’ll be doing:
- Take ownership of Consumer Relationships reporting, delivering high-impact insight that helps shape decisions across Personal Current Accounts, Savings and UK Private Banking.
- Play a leading role in key planning cycles, including Quarterly Forecasts and the Four-Year Operating Plan, transforming complex financial data into compelling narratives that influence senior decision-making.
- Partner with senior colleagues across Finance and the business, helping to develop and implement strategies that drive growth, strengthen customer relationships and improve financial performance.
- Provide meaningful challenge and insight, identifying the key drivers of performance and bringing together product, customer and market perspectives to support better business outcomes.
- Work across a diverse network of teams, collaborating with Finance Business Partners, Treasury, Data and Business leaders to ensure alignment on strategic priorities and deliver shared objectives.
- Drive innovation and continuous improvement, seeing opportunities to simplify processes, enhance reporting and leverage technology to unlock greater value from data.
- Be part of a high-performing and supportive team culture, where collaboration, learning and development are actively encouraged and celebrated.
- Help shape the future of Finance, championing automation, modern reporting capabilities and new ways of working that improve efficiency and decision-making across the organisation.
Why join us? If you think all banks are the same, you’re wrong. We’re a pioneering, fast-changing business that’s shaping finance as a force for good. If you’re after a role where you can have an impact and do the best work of your career, you’ve just found it.
What we’re looking for:
- Professionally qualified accountant (ACA, ACCA or CIMA).
- 3 or more years demonstrating strong financial reporting, planning and forecasting experience, with the ability to translate complex data into clear, actionable insights.
- 3 or more years proven excellent communication and storytelling skills, with confidence presenting analysis, recommendations and performance updates to senior colleagues and leadership forums.
- Proven ability to influence and challenge constructively, building credibility and strong relationships across Finance and the wider business.
- Strong analytical and problem-solving capabilities, with a proactive approach to identifying risks, opportunities and improvements.
- Strong ability in managing competing priorities in a fast-paced environment.
- A continuous improvement attitude, with an interest in automation, innovation and enhancing reporting capabilities.
And any experience of these would be really useful:
- Experience within Retail Banking or Financial Services.
- Knowledge of Deposit products, hedging or balance sheet dynamics.
- Experience with Power BI, Power Query or other visualisation tools.
- Experience delivering finance change and automation initiatives.
- Familiarity with cloud-based reporting and modern data technologies.
We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
This is a place for you. 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 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 want to ensure all our candidates have the opportunity to shine. Please let us know if there is anything we can do to make sure the assessment process works 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 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’ll learn 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.
Finance Manager - Performance and Planning in Newport 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 Finance Manager - Performance and Planning in Newport
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Lloyds Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Manager - Performance and Planning in Newport
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.
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'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
✨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.
✨Prepare for Case Studies
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 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 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.
