Description
Job Title: Investment Proposition Manager
Location: Edinburgh
Salary: £39,825 - £44,250
Hours: Full time
Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of your time, at our Edinburgh office.
About This Opportunity:
We're excited to offer an opportunity for a Investment Proposition Manager to join our Investment Solutions area within Insurance, Pensions, and Investment (IP&I).
IP&I supports over 10 million customers with their investment, retirement, and insurance needs through its multi-product, multi-channel offering. Scottish Widows is one of the UK’s most trusted providers, committed to delivering better outcomes through outstanding investment solutions, customer engagement, and digitisation. We're continually evolving to meet customers where they are and empowering their financial futures.
This role supports our customer-facing investment propositions across Workplace, Advice & Direct-to-Consumer (D2C) channels. We're one of the largest Workplace pension providers across the combined DC offering, well positioned in the individuals space through our Advice & D2C channels, with ambitions to go further as a market leader and support our Longstanding customers. We're the UK’s only integrated financial services provider, well placed to deliver solutions that see the different dimensions of customer journeys.
You'll collaborate with propositional, distribution, governance teams across the organisation, acting as a bridge between the rest of Investments. Reporting to our Senior Investment Propositions Manager, you'll play a meaningful role, bringing a passion for customer outcomes and a bold spirit in supporting the development of innovative solutions. We seek a curious-minded individual to support the team to drive proposition outcomes and is ideal for someone looking to grow their career in investment propositions, with flexibility to shape the role depending on experience.
What you’ll be doing:
1. Support strategic research, investment design and policy development across distribution channels
2. Conduct market intelligence to uncover customer insights and identify emerging trends
3. Act as a bridge between Investments and distribution teams, ensuring customer needs are met
4. Collaborate with Investment Distribution Specialists to support customer retention and acquisition
5. Assist in the creation of marketing collateral and client-facing materials, including RFPs and due diligence
6. Contribute to governance frameworks and ensure compliance with internal standards and Consumer Duty regulations
Why Lloyds Banking Group:
If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.
What you’ll need:
7. Proven experience in developing investment solutions or propositions within financial services across institutional or wealth clients with respect to investments, pensions or retirement
8. Knowledge of the landscape across workplace DC pensions, Advice and D2C channels - the type of investment products, asset classes, structures used and the players.
9. Experience in collaborating to deliver tangible outcomes through various stakeholders in fast paced environment and navigating complex relationships.
10. Familiar with the lifecycle of investment solutions and products, you'll be used to working within a Consumer Duty environment and the requirements of the FCA PROD Handbook.
11. A proactive and curious attitude, with the ability to run multiple priorities and action-orientated.
12. High attention to detail, highly organised and problem-solving skills.
About working for us:
Our ambition is to be the top tier UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.
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.
We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.
We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need
We also offer a wide-ranging benefits package, which includes:
13. A generous pension contribution of up to 15%
14. An annual performance-related bonus
15. Share schemes including free shares
16. Benefits you can adapt to your lifestyle, such as discounted shopping
17. 28 days’ holiday, with bank holidays on top
18. A range of wellbeing initiatives and generous parental leave policies
Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more.
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.