End Date

Friday 12 June 2026

Salary Range

0 - 0

We support flexible working click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

Prime responsibility for and management of highly complex new business investments , refinances and exits for high value specific funds including on-going portfolio management. Influence key senior stakeholders, deputise for senior colleagues and contribute to broader business development, planning and decision-making. Providing investment action recommendation, investment research and insight capability, portfolio management, and risk control including due diligence completed, across designated area.

Job Description

Manages key client and customer relationships, typically by using account teams to ensure their ongoing satisfaction and loyalty toward the organisation.
Manage relationships with key internal customers and act as their business partner, while typically using support teams to ensure client satisfaction.
Roles at this level are implementing business plans to achieve results within a given area or department.
Meets the needs of significant customers related to complex, often customised products and services and/or manages a customer advisor department over a significant area.
Takes responsibility for implementing a team's formal development framework with guidance from senior colleagues, while informally coaching others throughout the organisation in area of expertise and pursuing and investing in opportunities for own personal development.
Manages a range of investment portfolios through in-depth market and sector analysis, maintains a wide range of external relationships and participates in the formulation and evolution of general investment policy.
Sets medium term objectives and takes responsibility for implement a team's performance management systems with guidance from senior colleagues.
Identifies and evaluates complex expertise-led solutions against a range of criteria to find the ones that best meet business needs.
Develops and/or delivers elements of a strategic planning system with guidance from senior colleagues.

This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing significant harm to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks

As a certified colleague your details will be published on the FCAs Financial Services Register

This role has been identified as a Client-dealing function under SYSC 27.8.18R as defined in the FCA Handbook

The Person  (P) performs the client-dealing FCA certification function for a firm if:(1)  P is carrying out any of the activities in the table in SYSC 27.8.19R; and(2)  those activities will involve P dealing with:(a) a person with or for whom those activities are carried out; or(b) the property of any such person;in a manner substantially connected with the carrying on of regulated activities by the firm.

If you manage certified colleagues this role will be identified as Manager of certification employees under SYSC 27.8.13R as defined in the FCA Handbook(1) The function of managing or supervising a certification employee, directly or indirectly, is an FCA-specified significant-harm function.(2) A function in (1) is not an FCA certification function for that firm if it is performed by an SMF manager of that firm.

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 were building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.