Private Banking Advice Manager, Open to flexibility

Leeds, West Yorkshire, North Yorkshire, Yorkshire and the Humber
£53,064 - £61,907 per annum + benefits
01 Mar 2018
14 Mar 2018
Lloyds Banking Group
Contract Type

Private Banking Advice Manager, Open to flexibility

Private Banking is able to provide holistic advice where appropriate to aim to help our customers achieve their financial goals and needs. We can help customers build a robust financial plan. Using this as a basis we can support customers with their needs through access to a variety of products and services.

A new approach within private banking

Our new way of working with private banking clients puts peerless advice at the heart of the relationship. But, as one of our Private Banking Advice Managers, you'll do much more than advise. You'll build and own the whole client relationship, to provide a complete private banking service.

At Lloyds Banking Group, every call we make, every meeting we take, and every conversation where we advise our clients - everything is viewed from their perspective. You'll embody this philosophy to build trusted relationships with private banking clients, to enable them to grow and protect their wealth now and for future generations.

Build on an existing portfolio of affluent clients

Starting with a ready-made portfolio, you'll build on existing relationships with some of our more affluent customers. You'll also travel to different locations in a localised area to build a rapport with internal contacts in Retail and Commercial banking, and follow the new leads and opportunities they generate.

Own the whole relationship as a trusted advisor

Providing a complete private banking service, you'll be rewarded for building long-term, mutually beneficial relationships with a wide range of customers. Your success lies in understanding their financial priorities and long-term goals, helping them understand their choices and providing advice that is right for them.

Conducting regular financial reviews you'll discuss and advise on new services and investment options. So you'll proactively maintain your knowledge of our full range of products, and the opportunities and challenges created by evolving financial markets. Most importantly, your knowledge, gravitas and professional approach will ensure your clients buy into you. With their interests at the heart of your advice, you'll become their trusted advisor.

Your qualifications and experience

You must be qualified to Level 4 (Diploma in Regulated Financial Planning). Ideally you'll already have, or be working towards, Level 6 but support may be available to complete this Advanced Diploma. Whether your background is in Independent Financial Advice, or with another bank or financial institution, pensions experience is essential. You must also demonstrate a considered approach, with the ability to construct written reports and clearly explain options and potential outcomes.

Making you feel valued is important so we offer a highly competitive reward package - based on acting responsibly, and demonstrating our values and ethics. In addition to the salary range quoted this role offers an on target discretionary performance-related bonus, 4% of your salary paid to you in flex cash, 28 days holiday (plus bank holidays), life assurance, private medical care, share schemes and contributory pension contributions as well as the option to use your flex cash to pick from a wide range of benefits including childcare vouchers, holiday trading, matched learning fund, dental plan, retail vouchers and a range of discounted financial and protection products.

Our culture within Private Banking brings together smart, talented, people from diverse backgrounds that enjoy a collaborative and innovative environment supporting flexible and agile working.

This role will cover a geographical patch around West & North Yorkshire so you could be based in either of these regions.

Together we make it possible.

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