Senior Finance Business Partner – Intermediary Wealth

End Date

Monday 13 July 2026

Salary Range

£85,493 - £100,580

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

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share

Job Description Summary

Ready to make your mark in a business with over £50bn of Assets under Administration?

As a Senior Finance Business Partner, you'll be at the heart of our Insurance, Pensions & Investments Intermediary Wealth business, using data, insight and influential partnerships to help shape strategic decisions and drive commercial success.

Leading a talented team and partnering with senior stakeholders, including Executive leaders, you'll provide trusted advice, challenge thinking and help turn ambition into results.

This is more than a finance role—it's an opportunity to influence the future direction of a major business, build meaningful relationships and create impact at scale.

Job Description

JOB TITLE: Senior Finance Business Partner – Intermediary Wealth

SALARY: As per range

LOCATION(S): Edinburgh Princes Exchange

HOURS: Full-time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

About this opportunity

As a Senior Finance Business Partner, you'll lead a dedicated team supporting our Intermediary Wealth business, helping shape the commercial success of our business. Joining at a pivotal point in our transformation journey, you'll work at the heart of growth, change and innovation—partnering with senior leaders and Executives to turn insight into action, influence strategic decisions and drive sustainable business performance. From supporting the evolution of our Intermediary Wealth proposition to delivering impactful projects and initiatives, you'll have the opportunity to make a visible difference while being part of a collaborative, inclusive and high-performing finance team that's passionate about developing future skills, embracing new ideas!

What you’ll be doing:

• Leading Intermediary Wealth business partnering team.

• Development of financial forecasts.

• Collaborate across platforms to ensure accountability & interlock.

• Assessment of operating model and unit costs.

• Communication of financial and key management results.

• Drive commercial value from key projects and partnerships.

• Identification and management of financial risks & opportunities.

• Continued development of the business cases and tracking of benefits.

Why join us?

If you think all banks are the same, you’re wrong. We’re a pioneering, fast-changing business that’s shaping finance as a force for good. If you’re after a role where you can have an impact and do the best work of your career, you’ve just found it!

What we’re looking for:

• Fully qualified accountant or actuary.

• 5 plus years driving commercial results from deep financial experience and understanding of core financial principles.

• 5 plus years gaining strong business partnering capability, with the ability to work constructively with a range of colleagues across divisions and teams.

• 5 plus years leadership experience demonstrating the ability to prioritise work, provide direction, and support team members in a small team environment.

• Proven ability to engage in constructive challenge, both with and from the Business, to support robust decision‑making.

• Proven expertise in data analytics, visualisation and storytelling. Capable of helping us build new sets of insightful MI, that connects into a digital operation, inspiring action.

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you

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 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 want to ensure all our candidates have the opportunity to shine. Please let us know if there is anything we can do to make the sure the assessment process works for you.

Our ambition is to be the leading 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 also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 30 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Ready to do the best work of your career? 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.