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Flexible Working Options

Job Description Summary

Job Description

JOB TITLE: Financial Coach
SALARY: £28,329 - £29,820
LOCATION(S): Birmingham, Bristol, Cardiff, Edinburgh, Glasgow, Leeds, and Manchester
HOURS: Full-time 35 hours. Monday – Saturday, 7 hours per day over a 5-day week.
Business expectation to work 1 in 2 Saturdays.
Working hours Mon – Fri between 9am – 7pm, Saturday 9am-5pm.
WORKING PATTERN: Our work style is hybrid, which involves spending at least one day per week in one of the above office locations
TRAINING: Training will be completed via the hybrid approach and will last for four weeks.
The working hours during this period will be Monday – Friday 9am-5pm.

About this opportunity

Are you thinking about your next career move? Could a role in the Mass Affluent UK Private Banking team be your next career step?

We're a key part of Lloyds Banking Group’s customer strategy and are on a journey to build a diverse, highly skilled workforce that’s agile in its ways of working; taking ownership for our customers, whenever and however they need us.

If you thrive on being able to make a difference for our customers, we want to hear from you!

We’re looking for a highly motivated individual to work in our Financial Coach team, supporting our Mass Affluent customers through video and telephony channels.

• You’ll deliver great service, building valuable, trusted, and sustainable relationships with our Mass Affluent customers.
• You’ll proactively engage customers with comfort and confidence on how we can help them realise their financial aspirations.
• You’ll support customers develop a plan to achieve their goals, accessing the specialist support they need when required.
• You'll be responsible for reviewing and owning your own MI, identifying trends in quality, error reporting including root cause analysis, and self-managing your performance.

Why Lloyds Banking Group?

Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities –you’ll find them all here.

What you’ll need

Successful candidates will provide eligible customers with financial coaching sessions to help achieve goals and make the most out of their money. A Financial Coach is someone by your side to point you in the right direction, answer your questions, and build your financial knowledge. You may even spot opportunities the customer didn’t know were there. Everyone is different, with unique and changing needs. That’s why it can be useful to have someone to help you make the most of your financial situation, whether you’ve had a change in circumstance or are planning for the future.

Specifically, we’re looking for:

• Someone who can provide excellent customer service through quality Financial Coaching,
• Strong financial services knowledge to invoke quality referrals to specialist areas, which includes practitioner level knowledge of the groups Banking App, and the ability to help customers navigate to the right page or product area.
• Collaboration skills with a one team work ethic
• Excellent communication skills, producing, and conveying information clearly, concisely and in a professional manner in verbal and written communication.
• Someone who can take ownership of individual performance, focusing on development to ensure you have the skills needed to support our customers now and in the future.
• Actively contribute openly and comfortably with diverse groups of people, building rapport across a range of teams and stakeholders.

And any experience of this would be really useful:

Experience in identifying customers stated and unstated financial needs, using questioning and knowledge to help customers develop solutions to best meet these needs.

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.

If you’d like reasonable adjustments to be made to the recruitment process, just let us know.

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

• A generous pension contribution of up to 15%.
• An annual bonus award, subject to Group performance.
• Share schemes including free shares.
• Benefits you can adapt to your lifestyle, such as discounted shopping.
• 24 days’ holiday, with bank holidays on top.
• A range of wellbeing initiatives and generous parental leave policies.

Want to do amazing work, that’s interesting and makes a difference to millions of people?

Join our journey

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.