What Jobs are available for Client Relations Representative in the United Kingdom?

CRM Data Dynamo Wanted! This is a temporary role with genuine scope to transition FTC

Glasgow

Do you have a love for clean, accurate data, a knack for problem-solving, and the kind of curiosity that makes you want to push every tech button just to see what happens? If so, we’ve got just the role for you.

We’re on the hunt for a CRM superstar who can help our client turn customer data into pure commercial gold. You’ll be the go-to person for their CRM platform, making sure it runs like a dream, the data stays sharp, and the users feel like they’ve got a personal tech genie on speed dial.

What you’ll be doing:

• Taking ownership of day-to-day CRM processes and keeping the database in tip-top condition.
• Spotting opportunities to make things slicker, faster, and more useful — then making them happen.
• Answering CRM questions like a pro and showing colleagues how to get the most from the system.
• Playing a key role in exciting projects and system upgrades that keep them ahead of the game.
• Occasionally flexing your skills across other digital tools (because they like to keep things interesting).

What we’re looking for:

• Experience using a CRM system (bonus points if you’ve met InterAction before).
• Strong data handling skills and an almost unhealthy love of spreadsheets.
• A proactive thinker who doesn’t just spot improvements but drives them.
• A natural communicator who can explain tech in plain English.
• Someone who thrives in a collaborative, professional environment.

Why you’ll love it:

You’ll be joining a forward-thinking team where ideas are valued, improvements are welcomed, and technology is embraced. They believe in being approachable, bold, and connected — and live those values every day.

If you’re ready to help turn data into decisions, build smarter processes, and make CRM the best it can be… I want to hear from you!

To apply for this role, please send your CV or contact Gemma Gault at Iconic Resourcing for a confidential chat and further details. At Iconic Resourcing, we understand that not all candidates will meet every single desired qualification or skill for the job positions posted on behalf of our clients. However, if you believe that you can add value to the role despite your experience looking a little different from what we've identified, we would be thrilled to learn more about you.

Iconic Resourcing is committed to partnering with clients who share our values of inclusivity and diversity. We work with many businesses that recognise the importance of creating a welcoming and respectful workplace for all employees. As an equal opportunities employer, we treat all applications fairly and equally. We act as both an employment business and an employment agency and are happy to accommodate any reasonable adjustments required. To view all of our Iconic Jobs across Scotland, please visit our website

About The Role
As a Senior Sales and Relationship Management Representative, you will play a key role in driving the success of client relationships within Italy and other European countries. You will oversee the entire sales lifecycle, from identifying and pursuing new business opportunities to analysing data and trends, conducting lead prospecting, and managing existing client relationships to ensure satisfaction and retention.

Your expertise in effectively presenting the OSTTRA value proposition will be essential, whether introducing new services or reinforcing the benefits of existing ones. You will also negotiate commercial terms with key decision-makers to maximise revenue potential. Collaborating with an experienced sales team and product specialists, you will engage with various departments across OSTTRA to deliver tailored solutions that meet client needs and foster long-term partnerships.

Key Accountabilities

• Drive Revenue Growth: Execute a strategic sales plan to enhance revenue generation from both existing and new clients, ensuring alignment with overall business objectives.
• Market Insight: Analyse the global competitive and regulatory landscape, understanding its implications to inform strategic decisions and client engagements.
• Client-Specific Strategies: Develop and implement tailored account plans that address the unique challenges and opportunities within client segments, fostering deeper relationships and enhanced service delivery.
• Collaborative Strategy Development: Partner with Sales Leadership, Business Line Heads, Product Leads, and Marketing to create and execute strategies that effectively position OSTTRA's products and services, focusing on:
• Expanding client acquisition and segment penetration.
• Increasing the diversity of asset classes and products utilised by clients.
• Enhancing overall and per-client transaction volumes on our platforms.
• Proactive Communication: Utilise the CRM system to initiate and maintain proactive communication across segments, ensuring seamless coordination and driving effective sales efforts.
• Industry Representation: Actively represent OSTTRA at industry conferences, trade shows, and professional associations, showcasing our value proposition and expanding our network.

Person Specification

• Proven Experience: Demonstrated success with the financial community, showcasing a robust track record in lead generation, impactful product presentations, effective commercial negotiations, and exceeding sales targets.
• Financial Market Knowledge: Deep understanding of financial market ecosystems and post-trade processes, enabling you to navigate and address client needs effectively.
• Client Communication Skills: Ability to interpret and respond to client communications thoughtfully, balancing their needs with strategic sales objectives to drive results.
• Solution-Oriented Mindset: Capacity to understand client workflows and requirements, positioning tailored solutions that meet their unique challenges and enhance satisfaction.
• Relationship Building: Strong ability to cultivate and maintain relationships with key decision-makers, fostering trust and collaboration for long-term partnerships.
• Team Player with Independence: Comfortable working both independently and as part of a collaborative team, demonstrating adaptability and initiative.
• Effective Prioritisation: Skilled in self-prioritising tasks and managing shifting objectives, ensuring focus on high-impact activities.
• Multitasking Ability: Proven ability to thrive in a fast-paced, dynamic environment, managing responsibilities to both internal and external stakeholders efficiently.
• Organisational and Analytical Skills: Strong organisational capabilities paired with analytical skills, allowing for effective data-driven decision-making.
• Exceptional Communication: Excellent oral and written communication skills, facilitating clear and persuasive interactions with clients and colleagues alike.
• Languages: Fluent Italian required

Special Job Requirements

• Some travel required

About OSTTRA
Candidates should note that OSTTRA is an independent firm, jointly owned by S&P Global and CME Group. As part of the joint venture, S&P Global provides recruitment services to OSTTRA - however, successful candidates will be interviewed and directly employed by OSTTRA, joining our global team of more than 1,200 post trade experts.
OSTTRA was formed in 2021 through the combination of four businesses that have been at the heart of post trade evolution and innovation for the last 20+ years: MarkitServ, Traiana, TriOptima and Reset. OSTTRA is a joint venture, owned 50/50 by S&P Global and CME Group.

With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimization, to clearing and settlement.

Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets.

Learn more at

What's In It For
You?
Benefits
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you—and your career—need to thrive at S&P Global.

Our Benefits Include

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit:

Recruitment Fraud Alert
If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:  and your request will be forwarded to the appropriate person.

US Candidates Only:
The EEO is the Law Poster  describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision -

20 - Professional (EEO-2 Job Categories-United States of America), BSMGMT203 - Entry Professional (EEO Job Group)

Job ID:

Posted On:

Location:
London, United Kingdom

• Providing first-line technical support and customer service via phone, email, and chat.
• Troubleshooting and resolving customer issues related to software or services.
• Guiding customers through product features and functionalities.
• Documenting customer interactions, issues, and resolutions accurately in the CRM system.
• Escalating unresolved issues to senior support staff or other departments as needed.
• Identifying trends in customer issues and reporting them to management for product or service improvements.
• Maintaining a high level of customer satisfaction through prompt and professional communication.
• Contributing to the development of support documentation and FAQs.
• Collaborating with team members to share knowledge and best practices.

• Previous experience in a customer service or technical support role is essential.
• Excellent communication, listening, and interpersonal skills.
• Strong problem-solving and troubleshooting abilities.
• Proficiency in using CRM software and helpdesk ticketing systems.
• Ability to explain technical information clearly and concisely.
• Patience and empathy when dealing with customer concerns.
• Strong organizational skills and attention to detail.
• Ability to work effectively as part of a team in an office environment.
• Experience with (Specific Product/Service relevant to the client) is a plus.

About Us:

Zenith Bank (UK) Limited (ZBUK) is a subsidiary of Zenith Bank PLC, the most profitable bank in Nigeria with an established trajectory of superlative performance, as well a strong pedigree of innovation, resilience, and market dominance. On an annual basis, Zenith Bank PLC amasses a string of notable awards; one of the most recent being listed as the sole Nigerian brand on the World’s top 100 companies in 2023 by the World Finance Magazine.

Zenith Bank (UK) Limited (ZBUK) was set up with a clear strategy to leverage trade and investment flows between Nigeria and Europe, by providing intermediary banking services and facilities for trade-related working capital and capital expenditure.

Zenith Bank recognizes the importance of leveraging a highly skilled workforce to achieve its strategic and operational goals. The bank is committed to providing an environment that is conducive for effective performance by availing all staff the necessary learning opportunity. We value the well-being of our staff and we encourage them to strike a balance between their work and personal lives, thereby creating a healthy atmosphere for personal development and career success.

With the introduction of new services here in the UK and our unparalleled knowledge of business with Africa, our 5 year strategy ensures “Controlled Growth” as we aim to become the Bank of choice for businesses wishing to transact in the African continent.

Role Overview:

The Senior Relationship Manager (RM) role within this team is to build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of clients that generate sustained revenue. A key element of this role is the RM engaging with our existing Zenith Group business. The Senior Relationship Manager will use their experience and knowledge to help clients manage their investments, and wider wealth management and banking needs.

Role Responsibilities:

Principal Accountabilities

Management - Build, Retain and Manage a Portfolio of Clients:

New business origination via Referral Programme leveraging the operating business model: Identify, develop and secure new relationships with a range of Zenith UK and Zenith Group partners across the target jurisdictions or geographies to increase new client acquisitions. Understand Zenith UK “Value Proposition” to increase business flow.

The role holder will be responsible for maintaining regular proactive contact and rapid reaction to client approaches and where needed, provide support to existing clients in retaining revenue streams. The role holder will develop relationships with other parts of Zenith Group to ensure clients are managed in the most appropriate way. In doing this, they will have joint responsibility with internal colleagues for the end to end client experience, ensuring client satisfaction. The RM will also lead initiatives with external business introducers, trade associations, solicitors and accountants assuring that all commercial activity is coordinated and supervised by their line manager.

Key accountabilities – production

New business origination:

• Identify, develop and win new relationships through personal and client referrals, and Zenith Group internal networks including Business Development and onshore (Africa) colleagues
• Achieve personal targets for new clients, assets and revenues
• Actively refer relevant business to other parts of Zenith UK and the wider Zenith Group

Financial Solutions:

Provide Innovative and world class financial solutions to meet client needs including:

• Banking: offer full range of banking and deposit services
• Balance sheet: offer banking, credit and FX products to support a wide range of clients’ needs
• Wealth Advisory: identify wealth and tax planning needs referring these clients to Zenith’s preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients’ needs and expectations

• Investment Management: offer a range of services depending on client demands, including modelled bespoke discretionary and advisory portfolios solutions outsourced by Zenith through preferred partners

Key accountabilities

Sales management and Financial Performance

• Achieve and exceed asset, revenue and margin targets with the balance of affordability, cost discipline and risk & control management
• Developing and executing the strategy and driving consistent, high quality delivery. The RM is the implementer of change through client needs analysis, business prioritization, and resource management
• Actively drive own Business Plan revenue and asset gathering through effective sales management.
• Actively support the acquisition, servicing, development and retention of clients to achieve the business plan
• Take ownership for the monitoring of own risk asset portfolio
• Lead by example meeting all governance standards
• Identify commercial opportunities and implement solutions that enhance the client experience
• Inform senior management of opportunities and threats within the business environment
• Ensure own book activity is managed to ensure time and focus is appropriately weighted in respect of own

/ client activity and on-going management

• Communicate accurately with any internal department or colleagues while effectively coordinating efforts

based on a “One Team” approach

Business Assurance

• Ensure effective governance; consistently meeting fiduciary and regulatory expectations
• Contribution to create an understanding of, and culture in the Wealth Management Team, of the right way to do business, driving performance excellence in Business practices and measure, and maintaining high standards of adherence to policies and procedures
• Display appropriate skills as well as the technical knowledge to act as a competent RM according to FCA Approved Persons
• Ensure conformance with applicable standards, and effective remediation, management and escalation of any issues through applying an appropriate risk-based approach.

Areas of focus include:

• Client due diligence and on-board
• Client relationship management
• Record keeping, through the adoption of CRM
• Client reviews
• Quality assessments
• Client order execution
• Complains handling
• Regulatory compliance (including but not limited to Treating Customers Fairly, Know Your Customer, suitability and appropriate documentation)
• Training & Competence, inclusive attending all mandatory training, FCA registration and adherence with internal and external policies

Client Experience

• Drive a client-centric culture by ensuring that the Wealth Management Team delivers an exceptional client experience
• Promote Zenith products and services based upon an in-depth understanding of client’s needs

Internal Relationship Management

Develop relationships & cross selling opportunities with other departments of Zenith Group to ensure clients are managed and new opportunities developed in the most appropriate way, enabling effective management of clients as required. In doing this, have joint responsibility with internal colleagues for the end-to-end client experience, ensuring client satisfaction. Proactively engage with the business when required to support any business and change management.

Clients (Internal and External)

In this role, the Senior Relationship Manager will build and manage portfolios of up to c.100 clients whose value held with Zenith UK are above £50k. Internal stakeholders included.

To execute and deliver on Zenith Group operating model we need to work as one single cross-business Team.

Regulatory Responsibilities

Compliance with the FCA/PRA’s Individual Conduct Rules as outlined below in this job description.

Skills/Knowledge Required:

Professional/technical experience

• Broad experience of the financial services industry, particularly in the areas of retail regulated products and services to high network customers, and asset management
• Strong relationship skills with experience of managing and handling sophisticated needs of individuals and families
• Experience of building a client-base using internal and external networks
• Effective in gaining an in-depth understanding of client needs and advising on a diverse range of wealth management solutions
• Detailed regulatory knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment
• Full compliance with the FCA’s statements of Principle for Code of Practice for Approved Persons
• Evidence competence in performing the controlled function

Academic and professional qualifications

• Educated to a degree level
• Minimum of 5 years work experience in similar or related role
• Hold appropriate professional qualifications as an FCA Approved Person and to be compliant with requirements under RDR

Personal attributes

• Excellent interpersonal and communication skills
• An excellent command of the English language with strong written and verbal communication skills and be able to communicate effectively across all levels. A numeric aptitude is desirable.
• Entrepreneurial spirit but also with a collegiate approach
• Embraces challenge and an evolving/changing environment
• Constructive approach with the ability to relate to and accommodate a diverse range of personalities
• Role model in the management and potential for leadership of people
• Client focused in all activities
• High levels of integrity and able to quickly form positive working relationships with others
• Organised and disciplined in approach

This is a permanent position paying up to £75,000 based on experience

About Us:

Zenith Bank (UK) Limited (ZBUK) is a subsidiary of Zenith Bank PLC, the most profitable bank in Nigeria with an established trajectory of superlative performance, as well a strong pedigree of innovation, resilience, and market dominance. On an annual basis, Zenith Bank PLC amasses a string of notable awards; one of the most recent being listed as the sole Nigerian brand on the World’s top 100 companies in 2023 by the World Finance Magazine.

Zenith Bank (UK) Limited (ZBUK) was set up with a clear strategy to leverage trade and investment flows between Nigeria and Europe, by providing intermediary banking services and facilities for trade-related working capital and capital expenditure.

Zenith Bank recognizes the importance of leveraging a highly skilled workforce to achieve its strategic and operational goals. The bank is committed to providing an environment that is conducive for effective performance by availing all staff the necessary learning opportunity. We value the well-being of our staff and we encourage them to strike a balance between their work and personal lives, thereby creating a healthy atmosphere for personal development and career success.

With the introduction of new services here in the UK and our unparalleled knowledge of business with Africa, our 5 year strategy ensures “Controlled Growth” as we aim to become the Bank of choice for businesses wishing to transact in the African continent.

Role Overview:

The Senior Relationship Manager (RM) role within this team is to build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of clients that generate sustained revenue. A key element of this role is the RM engaging with our existing Zenith Group business. The Senior Relationship Manager will use their experience and knowledge to help clients manage their investments, and wider wealth management and banking needs.

Role Responsibilities:

Principal Accountabilities

Management - Build, Retain and Manage a Portfolio of Clients:

New business origination via Referral Programme leveraging the operating business model: Identify, develop and secure new relationships with a range of Zenith UK and Zenith Group partners across the target jurisdictions or geographies to increase new client acquisitions. Understand Zenith UK “Value Proposition” to increase business flow.

The role holder will be responsible for maintaining regular proactive contact and rapid reaction to client approaches and where needed, provide support to existing clients in retaining revenue streams. The role holder will develop relationships with other parts of Zenith Group to ensure clients are managed in the most appropriate way. In doing this, they will have joint responsibility with internal colleagues for the end to end client experience, ensuring client satisfaction. The RM will also lead initiatives with external business introducers, trade associations, solicitors and accountants assuring that all commercial activity is coordinated and supervised by their line manager.

Key accountabilities – production

New business origination:

• Identify, develop and win new relationships through personal and client referrals, and Zenith Group internal networks including Business Development and onshore (Africa) colleagues
• Achieve personal targets for new clients, assets and revenues
• Actively refer relevant business to other parts of Zenith UK and the wider Zenith Group

Financial Solutions:

Provide Innovative and world class financial solutions to meet client needs including:

• Banking: offer full range of banking and deposit services
• Balance sheet: offer banking, credit and FX products to support a wide range of clients’ needs
• Wealth Advisory: identify wealth and tax planning needs referring these clients to Zenith’s preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients’ needs and expectations

• Investment Management: offer a range of services depending on client demands, including modelled bespoke discretionary and advisory portfolios solutions outsourced by Zenith through preferred partners

Key accountabilities

Sales management and Financial Performance

• Achieve and exceed asset, revenue and margin targets with the balance of affordability, cost discipline and risk & control management
• Developing and executing the strategy and driving consistent, high quality delivery. The RM is the implementer of change through client needs analysis, business prioritization, and resource management
• Actively drive own Business Plan revenue and asset gathering through effective sales management.
• Actively support the acquisition, servicing, development and retention of clients to achieve the business plan
• Take ownership for the monitoring of own risk asset portfolio
• Lead by example meeting all governance standards
• Identify commercial opportunities and implement solutions that enhance the client experience
• Inform senior management of opportunities and threats within the business environment
• Ensure own book activity is managed to ensure time and focus is appropriately weighted in respect of own

/ client activity and on-going management

• Communicate accurately with any internal department or colleagues while effectively coordinating efforts

based on a “One Team” approach

Business Assurance

• Ensure effective governance; consistently meeting fiduciary and regulatory expectations
• Contribution to create an understanding of, and culture in the Wealth Management Team, of the right way to do business, driving performance excellence in Business practices and measure, and maintaining high standards of adherence to policies and procedures
• Display appropriate skills as well as the technical knowledge to act as a competent RM according to FCA Approved Persons
• Ensure conformance with applicable standards, and effective remediation, management and escalation of any issues through applying an appropriate risk-based approach.

Areas of focus include:

• Client due diligence and on-board
• Client relationship management
• Record keeping, through the adoption of CRM
• Client reviews
• Quality assessments
• Client order execution
• Complains handling
• Regulatory compliance (including but not limited to Treating Customers Fairly, Know Your Customer, suitability and appropriate documentation)
• Training & Competence, inclusive attending all mandatory training, FCA registration and adherence with internal and external policies

Client Experience

• Drive a client-centric culture by ensuring that the Wealth Management Team delivers an exceptional client experience
• Promote Zenith products and services based upon an in-depth understanding of client’s needs

Internal Relationship Management

Develop relationships & cross selling opportunities with other departments of Zenith Group to ensure clients are managed and new opportunities developed in the most appropriate way, enabling effective management of clients as required. In doing this, have joint responsibility with internal colleagues for the end-to-end client experience, ensuring client satisfaction. Proactively engage with the business when required to support any business and change management.

Clients (Internal and External)

In this role, the Senior Relationship Manager will build and manage portfolios of up to c.100 clients whose value held with Zenith UK are above £50k. Internal stakeholders included.

To execute and deliver on Zenith Group operating model we need to work as one single cross-business Team.

Regulatory Responsibilities

Compliance with the FCA/PRA’s Individual Conduct Rules as outlined below in this job description.

Skills/Knowledge Required:

Professional/technical experience

• Broad experience of the financial services industry, particularly in the areas of retail regulated products and services to high network customers, and asset management
• Strong relationship skills with experience of managing and handling sophisticated needs of individuals and families
• Experience of building a client-base using internal and external networks
• Effective in gaining an in-depth understanding of client needs and advising on a diverse range of wealth management solutions
• Detailed regulatory knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment
• Full compliance with the FCA’s statements of Principle for Code of Practice for Approved Persons
• Evidence competence in performing the controlled function

Academic and professional qualifications

• Educated to a degree level
• Minimum of 5 years work experience in similar or related role
• Hold appropriate professional qualifications as an FCA Approved Person and to be compliant with requirements under RDR

Personal attributes

• Excellent interpersonal and communication skills
• An excellent command of the English language with strong written and verbal communication skills and be able to communicate effectively across all levels. A numeric aptitude is desirable.
• Entrepreneurial spirit but also with a collegiate approach
• Embraces challenge and an evolving/changing environment
• Constructive approach with the ability to relate to and accommodate a diverse range of personalities
• Role model in the management and potential for leadership of people
• Client focused in all activities
• High levels of integrity and able to quickly form positive working relationships with others
• Organised and disciplined in approach

This is a permanent position paying up to £75,000 based on experience

End Date

Friday 17 October 2025

Salary Range

£25,000 - £5,000

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

Flexible Working Options

Flexibility in when hours are worked

Job Description Summary

A full-time branch-based opportunity working 35 hours per week.

Job Description

JOB TITLE: Customer Support

LOCATION: Bury . Working across our Lloyds and Halifax branches within a reasonable distance.

HOURS: 35 hours a week, including Saturdays

WORKING PATTERN: Full-time

SALARY: £2 000 increasing to 5,750 after 6 months in role

We operate a skill progression framework where you can increase your pay by developing new skills and taking on new activities, giving you the opportunity to earn 0,750 for our highest skill level.

About this opportunity

You'll begin your journey in one of our branches, providing face-to-face support to our customers. You'll learn, grow and develop within an inclusive organisation with genuine values focussed on putting people first making a difference to Customers, businesses and communities.

Over time, there will be opportunities to transition into a range of roles such as, helping customers over the phone from home, continuing to deliver outstanding service remotely. (we also connect via social media, web-chat and remote advice video calls)

Grow Your Career with Our Skill Progression Framework

At Lloyds Banking Group, we don't just offer jobs – we offer careers. We believe in building strong foundations, which is why we ask all new colleagues to spend a minimum of 12 months in a customer service role, mastering new skills, dealing with more complex customer needs, and earning valuable accreditations through our Skill Progression Framework. This helps you develop a deep understanding of our customers, our services, and the values that drive us.

Once you've built that foundation, we'll support you in exploring a wide range of career opportunities across the Group in more specialist areas including Digital, Operations, Fraud, and Financial Planning, as well as opportunities to move into leadership roles.

About us

From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge of our bold ambitions, who are excited to push boundaries and make change happen. Together, we can grow with purpose.

What you'll need

• Crucially, you're a people person – to be honest and genuine, caring about helping people with their finances (no previous financial services experience required)
• The ability to quickly build relationships to give customers a fantastic experience.
• The passion to put yourself in the customers' shoes, show empathy, acting with care and integrity – taking time to resolve queries and giving our customers confidence in the service you're providing.
• The commitment to deliver on your promises and going above and beyond for your customer.
• A genuine teammate - collaborating closely with colleagues to ensure your customers' needs are met.
• If located in in one of our hybrid locations, you will need to meet our Homeworking criteria, for example, a quiet, private room at home, stable internet connection.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it's why we especially welcome applications from under-represented groups.

We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Private medical benefit with BUPA
• Share schemes
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 22 days' holiday (increases over time), with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies
  Salaries are reviewed annually on 1 April as part of our annual pay review

Ready for a career where you can have a positive impact as you learn, grow and thrive?

Apply today and find out more. (Please note our roles can generate a considerable amount of interest and close early so don't miss out on this opportunity to apply today.)

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