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Asset Transition Manager - Scottish Widows

Job details
Posting date: 07 February 2025
Salary: £59,850 to £66,500 per year
Hours: Full time
Closing date: 21 February 2025
Location: Edinburgh, Edinburgh, EH3 9PE
Company: Lloyds Banking Group
Job type: Permanent
Job reference: 129250_1738920181

Summary

JOB TITLE: Asset Transition Manager
LOCATION: Edinburgh

SALARY:£59,850 - £66,500
HOURS: Full-time 
WORKING PATTERN: Hybrid where at least two days, or 40% of our time, is spent in the office. 


About this opportunity
Are you passionate about making a difference whilst keeping the customer at the heart of everything you do? Then there's a role here for you! 


This role is based in our Insurance and Wealth Asset Transition Team where we have an excellent opportunity for a highly motivated, versatile, and bold individual to take a pivotal role in the success of this team. 


As an Asset Transition Manager, you'll be directly contributing to the delivery of the team strategy. You'll be responsible for the safe onboarding of assets at high volumes which you'll achieve by ensuring accuracy, strong control, and risk management. You'll use previous Project Management experience to ensure a smooth member journey, while your analytical and technical skills ensure full data accuracy with controlled and detailed data manipulation to deliver the best outcomes for members.


This is a varied and exciting role and you'll be responsible for providing comprehensive technical business support to meet the needs of both internal and external parties. You'll utilise your specialist investment knowledge and advanced excel skills within the team, providing skilled and accurate data outputs, and detailed analysis of upcoming transitions. In addition, you'll deliver investment changes, exits, and a large volume of project work both for internal and external stakeholders.

Why Lloyds Banking Group

Like the modern Britain we serve, we're evolving. Investing billions in our people, data and tech to transform the way we meet the ever-changing needs of our 26 million customers. We're growing with purpose. Join us on our journey and you will too…


What You'll need

You'll have a strong business knowledge, be adaptable to change and have a desire to succeed in a new challenge. Good interpersonal, organisational and communication skills are crucial along with the ability and drive to influence advocacy, confidence and trust from our stakeholders. 

  • Advanced knowledge of Microsoft Excel is essential to the role.

  • Proficiency in conducting detailed and efficient data analysis using Excel, and experience working with large and complex data sets.

  • The ability to refine analytical methodologies, ensuring your analyses maintain high standards.

  • Capability to translate data insights into strategic recommendations for project working groups.

  • Creative approach to addressing challenges and deriving practical solutions.

  • Robust understanding of Pensions and Investments, including pre-funding, re-registration and in-specie transition methodologies.

  • A positive and motivated outlook, with a determination to deliver accurate and high-quality outputs.


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're committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.

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.

As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern.

We are proud to be a Disability Confident Leader. If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role.

We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you'd like an adjustment to the recruitment process just let us know.


If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you!

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.

Proud member of the Disability Confident employer scheme

Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.