At a Glance
- Tasks: Lead oversight of products and services, ensuring they meet client needs and regulatory standards.
- Company: Join Lloyds Wealth, a leader in making financial advice accessible and impactful.
- Benefits: Enjoy 30 days holiday, private medical insurance, and a generous pension contribution.
- Other info: Flexible working options available to support your lifestyle.
- Why this job: Shape the future of financial services while influencing key decisions and improving client outcomes.
- Qualifications: Experience in wealth management and strong analytical skills are essential.
The predicted salary is between 56060 - 61666 £ per year.
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people. A high-impact opportunity to shape how Lloyds Wealth monitors its products and services, strengthens proposition governance and delivers good outcomes for clients. At Lloyds Wealth, delivering good client outcomes is at the heart of everything we do.
As regulatory expectations continue to evolve, we’re looking for an experienced wealth management professional who can combine strong analytical capability, sound judgement and commercial awareness to strengthen how we oversee and report on our proposition.
Location: National, with 40% hybrid working from one of our hub locations (Edinburgh, Leeds, London, Dundee or Bristol).
Type: Fixed Term Contract until 31/03/2028
Salary: £56,060 - £61,666 National, £65,387 - £71,925 London
The role involves:
- Taking a leading role in the ongoing oversight of our products and services, ensuring they meet client needs, regulatory expectations and business standards.
- Maintaining and developing the framework used to monitor client outcomes across the Lloyds Wealth proposition.
- Leading Consumer Duty reporting, Fair Value Assessments, Proposition Reviews and Target Market reporting.
- Identifying emerging risks and opportunities to improve client outcomes.
- Turning data and insight into clear recommendations and practical action.
- Developing dashboards, monitoring indicators, review triggers and escalation processes.
- Supporting the effective operation of key governance forums, preparing papers, presenting findings and overseeing the delivery of agreed actions.
- Building trusted relationships with senior stakeholders and acting as a subject matter expert.
Why join us?
- Shape proposition oversight and develop the framework that enables Lloyds Wealth to understand product performance.
- Make data meaningful by turning reporting, client feedback and management information into clear insights.
- Influence important decisions by presenting to senior stakeholders and governance forums.
- Deliver good client outcomes through leading important activities.
- Improve how we work by collaborating with Technology and business teams.
- Build trusted relationships across Lloyds Wealth and the wider Lloyds Banking Group.
What you’ll bring:
- Significant knowledge and experience of the wealth management sector.
- A strong understanding of the UK wealth and asset management market and its regulatory environment.
- Experience of proposition governance, client outcomes monitoring, reporting, Fair Value Assessments or product and service reviews.
- Strong commercial and analytical capability.
- Experience developing or improving management information, reporting frameworks, performance indicators or governance processes.
- Excellent communication and stakeholder management skills.
- Strong written and verbal communication skills.
- Experience managing third-party relationships.
- The ability to stay informed about regulatory and industry developments.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Some fantastic benefits our colleagues enjoy include:
- Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
- Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
- Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
- Cash Allowance: Flexible allowance to spend on additional benefits personal to you.
- Bonus Opportunity: Dependent on individual/company performance.
- Financial Advice: Access to free financial advice.
We support flexible working and aim to be flexible to support your lifestyle while meeting business needs.
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
We embrace individuality and diversity of identity, experience, and thought, ensuring equal opportunities for all.
We operate under the Senior Managers and Certification Regime and if this role is classed as a Certified Role, you will be subject to enhanced vetting and additional conduct and regulatory duties.
Product Reporting Manager in London employer: OpCo Lloyds Wealth Management Limited
At Lloyds Wealth, we pride ourselves on being an exceptional employer, offering a dynamic work culture that prioritises employee well-being and professional growth. With generous benefits such as 30 days of annual leave, flexible working arrangements, and a strong commitment to diversity and inclusion, we empower our team members to thrive while making a meaningful impact in the financial advice landscape. Join us in shaping the future of financial advice from one of our vibrant hub locations across the UK, where your expertise will be valued and your contributions will drive positive client outcomes.
Contact Details:
OpCo Lloyds Wealth Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Product Reporting Manager in London
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We think you need these skills to ace Product Reporting Manager in London
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✨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 OpCo Lloyds Wealth Management Limited.
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