Senior Finance Business Partner – Lloyds Wealth

End Date

Monday 24 August 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 growing area as part of the Lloyds Wealth business?

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

SALARY: As per range

LOCATION(S): Leeds, Wellington Place

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

We have an exciting opportunity for an experienced finance professional to join our Wealth Management business within Insurance, Pensions & Investments.

As a Senior Finance Business Partner, you’ll play a key role in helping the business achieve its strategic goals. Working closely with senior leaders and commercial colleagues, you’ll provide financial insight, support decision-making, and help shape the future direction of the business. This is a highly visible role where you’ll combine financial expertise with commercial thinking to influence outcomes, drive performance and bring value for customers and the organisation.

You’ll lead business partnering activity for the Wealth business, ensuring leaders have the information, insight and challenge needed to make informed decisions in a dynamic and evolving environment!

What you’ll be doing:

• Business partnering the Client Office, supporting with proposition and commercial decisions.

• Leading Lloyds Wealth business partnering team.

• Development of financial forecasts.

• Assessment of operating model and unit costs.

• Communication of financial and key management results.

• 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.

• 5 plus years developing strong finance skills including cost management, business case development and financial reporting. A numerate problem solver with a commercial approach (able to understand the economic impact of decisions).

• 5 plus years gaining strong business partnering capability, with the ability to work constructively with a range of colleagues across divisions and teams. The willingness to embrace challenge, learn and drive pace at change is critical.

• 5 plus years leadership experience demonstrating a collaborative approach building excellent relationships with multiple partners and able to operate in a matrix team structure.

• Proven ability to engage in constructive challenge and influence the right outcomes, balancing business needs and customer experience.

• Expert communication techniques through storytelling and can simplify complex messages into a succinct, high-quality stories for leadership.

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