At a Glance
- Tasks: Lead a finance team to drive commercial success and support strategic decisions.
- Company: Dynamic finance team at a leading wealth management firm in Edinburgh.
- Benefits: Generous pension, performance bonuses, flexible benefits, and 30 days holiday.
- Other info: Embrace new ideas and develop future skills in a high-performing team.
- Why this job: Make a real impact during a transformative journey in a collaborative environment.
- Qualifications: Qualified accountant with strong business partnering and leadership experience.
The predicted salary is between 60000 - 70000 £ per year.
Salary: As per range
Location: Edinburgh Princes Exchange
Hours: Full‑time
Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.
About this opportunity
As a Senior Finance Business Partner, you'll lead a dedicated team supporting our Intermediary Wealth business, helping shape the commercial success of our business. Joining at a pivotal point in our transformation journey, you'll work at the heart of growth, change and innovation—partnering with senior leaders and Executives to turn insight into action, influence strategic decisions and drive sustainable business performance. From supporting the evolution of our Intermediary Wealth proposition to delivering impactful projects and initiatives, you'll have the opportunity to make a visible difference while being part of a collaborative, inclusive and high‑performing finance team that's passionate about developing future skills, embracing new ideas!
What you’ll be doing:
- Leading Intermediary Wealth business partnering team.
- Development of financial forecasts.
- Collaborate across platforms to ensure accountability & interlock.
- Assessment of operating model and unit costs.
- Communication of financial and key management results.
- Drive commercial value from key projects and partnerships.
- Identification and management of financial risks & opportunities.
- Continued development of the business cases and tracking of benefits.
What we’re looking for:
- Fully qualified accountant or actuary.
- 5 plus years driving commercial results from deep financial experience and understanding of core financial principles.
- 5 plus years gaining strong business partnering capability, with the ability to work constructively with a range of colleagues across divisions and teams.
- 5 plus years leadership experience demonstrating the ability to prioritise work, provide direction, and support team members in a small team environment.
- Proven ability to engage in constructive challenge, both with and from the Business, to support robust decision‑making.
- Proven expertise in data analytics, visualisation and storytelling.
- Capable of helping us build new sets of insightful MI, that connects into a digital operation, inspiring action.
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.
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 to do the best work of your career? Apply today.
Senior Finance Business Partner – Intermediary Wealth employer: LLOYDS BANKING GROUP
As a Senior Finance Business Partner at our Edinburgh Princes Exchange office, you'll be part of a dynamic and inclusive team that values collaboration and innovation. We offer a competitive benefits package, including a generous pension contribution, performance-related bonuses, and flexible lifestyle benefits, all within a supportive environment that prioritises employee growth and development. Join us to make a meaningful impact in a pivotal role that drives the commercial success of our Intermediary Wealth business while enjoying a hybrid work style that promotes work-life balance.
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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Don’t shy away from reaching out directly to firms like LLOYDS BANKING GROUP. 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 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 BANKING GROUP.
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 BANKING GROUP'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 BANKING GROUP
✨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 BANKING GROUP.
✨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 BANKING GROUP 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 BANKING GROUP 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.
