At a Glance
- Tasks: Support complex queries and improve processes for the Scottish Widows Platform.
- Company: Join an innovative bank shaping finance for good.
- Benefits: Generous salary, pension contributions, bonuses, and flexible working options.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Grow your technical skills while making a real impact on customer outcomes.
- Qualifications: 3+ years in financial services with strong analytical and problem-solving skills.
The predicted salary is between 40824 - 49800 £ per year.
We're excited to offer an opportunity to join our Platform Technical team within Customer Services Operations. As a Technical Consultant, you'll build your knowledge of the Scottish Widows Platform and our products (SIPP, ISA, GIA and Trusts), working closely with colleagues across Operations and the wider business. You'll play a key role in supporting complex queries, improving processes and helping teams deliver consistently strong customer outcomes.
In this role, you'll:
- Provide clear, accurate technical guidance to colleagues, business areas and Advisers
- Support complex queries, including complaints, helping teams reach the right outcomes
- Identify opportunities to simplify processes and improve how we work
- Build strong relationships across Operations to support delivery and problem-solving
- Represent Customer Services Operations in projects and incident activity
- Deliver technical training to colleagues to build capability and confidence
We're interested in people who enjoy solving problems, working collaboratively and building technical expertise. Specifically, we're looking for someone who has:
- Worked in a financial services operations environment for a minimum of 3 years, specifically in pensions, ISA, Trusts and GIA
- Strong analytical skills, with the ability to explain complex information clearly and simply
- A track record working with detailed calculations and identifying errors
- Strong organisation and attention to detail, with the ability to manage multiple priorities
Any experience of these would be really useful:
- Knowledge of onshore and offshore bonds
- Supporting projects in a technical capacity
- Experience applying legislation to solve operational or customer issues
- Experience supporting complaints or complex technical queries
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns.
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
- 28 days' holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
If you're excited by the opportunity to grow your technical expertise and make a real difference to customer outcomes, we'd love to hear from you. Apply today.
Technical Consultant - Scottish Widows Platform employer: Lloyds Banking Group
Join a forward-thinking bank in Edinburgh or Dundee as a Technical Consultant, where you'll be part of a collaborative team dedicated to delivering exceptional customer outcomes. With a strong focus on diversity, equity, and inclusion, the company offers a supportive work culture, generous benefits including a pension contribution of up to 15%, and ample opportunities for professional growth and development. Embrace a hybrid working model that promotes flexibility while contributing to meaningful projects that shape the future of finance.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Consultant - Scottish Widows Platform
✨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 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 Technical Consultant - Scottish Widows Platform
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.
