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Platform onboarding consultant Bristol, England

Lloyds Banking Group

Full Time Bristol, England 34767 - 38630 GBP ANNUAL Today

Job description

End Date

Monday 01 May 2023

Salary Range

£34,767 - £38,630

Agile Working Options

Hybrid Working

Job Description Summary

At Lloyds Banking Group, we’re motivated by a clear purpose - to Help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities.

Through our brands, our Group has a relationship with just about every household and community in the UK. We underpin the lives of millions of individuals and businesses and play a key role in helping to build a growing UK economy.

Job Description

We're expanding our Platform Onboarding team and as a result have created a new role in the North West of England. This is an exciting opportunity to be part of our team and to directly contribute to the growth ambitions of Scottish Widows. There is no better time to be joining us than now!

As a Platform Onboarding Consultant you'll work with the Intermediaries business during the on-boarding phase to ensure a successful launch and integration of our Platform and processes.

Responsibilities and Activities you'll be involved in are:

Collaborate with intermediaries to explore and analyse their current on-boarding and support needs
Build a customised roll out and training plan where required
Adopt a structured, project management approach utilising appropriate tools, when delivering on-boarding plans to larger or key Intermediaries
Attend and support pre terms of business and early sales pitches as the technical Platform SME
Provide ongoing support and reviews to intermediaries and their support staff to ensure they further develop
Manage relationships that sustain profitable growth & support the overall Sales Distribution Strategy
Work alongside the Business Development Managers in exploring opportunities across the wider panel in both new engagement opportunities as well as deepen existing relationships
Identify & complete the training needs of intermediaries and their support staff to ensure they are competent in using the Platform
To provide feedback into the various Platform development groups about issues with functionality and changes in market/competitor practices

Location & Ways of Working

This role is offered on a “home based” workstyle with frequent travel for face-to-face meetings across the North West of England region.

You'll be fully empowered to manage your own diary in order to achieve the role’s performance objectives

We support the principles of agile working and are happy to consider flexible working arrangements.

Skills & Experience we're looking for:

Essential

Retail Platform onboarding knowledge and experience
Relationship management experience, in building both new and deepening existing relationships preferably in a field-based capacity
Customer centric and a strong eye for support & development opportunities
Ability to work effectively in a team environment contributing to the overall success of the Distribution team
Exceptional communication skills, with a demonstrated ability and desire to be ‘hands on’
Proven ability to work at pace in an environment of complexity and time-based pressure, retaining high levels of accuracy and control throughout
Ability to drive with a clean drivers licence

Desirable

Training qualification/experience and or project management-based qualification/experience desirable
Diploma in Financial Services or willing to work towards gaining this within 2 years.

So, what can we offer you in return?

In return for your expertise, your ongoing personal and professional development will be supported. Here, you'll grow as a person and develop your career. As a valued member of our team, we'll support to grow and advance you through excellent training and progression opportunities.

As well as a competitive salary, you’ll receive:

A Discretionary Performance Share Award
Generous pension contribution
30 Days leave plus bank holidays
A flexible cash pot (4% of base salary) to spend on benefits
Private health cover
Access to Share Schemes
Car allowance worth £4000

We'll help you perform at your best today, so you can fulfil all your potential in the future. We know that success is built from the inside out through our people.

We're an equal opportunity employer and deeply value diversity within our organisation. We'll ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

So if you're interested in joining us to become a key agent of change and Platform Onboarding enabler then apply today, we’d love to hear from you...

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'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.

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