Job Description

End Date Friday 10 October 2025
Salary Range 76,194 - 89,640
Flexible Working Options Hybrid Working, Job Share
Summary In the Chief Customer & Digital Office (CCDO) we are passionate about transforming how we engage with our customers, advisers, and colleagues. We are focused on developing new innovative digital propositions that are tackling some of the big UK gaps, where people are not saving enough for their future or protecting what's important.

Job title: Executive Assistant, Insurance, Pensions & Investments
Location: Edinburgh
Salary: Competitive, will be discussed at interview
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.
Do you have a keen attention to detail and the ability to simplify the complex?
Are you a confident communicator who's comfortable challenging and influencing at all levels?
Can you balance competing demands whilst building strong, positive relationships across Lloyds Banking Group?
If so, we have the perfect opportunity for you!
About this opportunity:
As Executive Assistant, you'll gain first-hand insight into our digital customer strategy, commercial performance, and wider IP&I strategy. You'll provide direct support and counsel to the Chief Customer and Digital Officer and lead the management of her office.
What you'll be doing:

• Coordination of Exec Office to enable planning and delivery of the digital strategy and Platform goals - ensuring priorities are aligned, well-structured and implemented with pace and ensuring meetings, communications and team operations run efficiently and with purpose.
• Providing strategic challenge and insight to help develop decisions, prepare Executive Committee and Board materials, and keep the Director informed on emerging issues, always maintaining an end-to-end commercial lense.
• Leading on preparation and coordination of papers for Insurance Board, Insurance Performance Committee, and other IP&I Committees ensuring papers are impactful, engaging working across teams for contribution and managing actions on behalf of the team.
• Acting as a trusted advisor and operational anchor for both the Director and the wider team, screening and prioritising priorities for the Director, managing partner relationships across the Group, and supporting everyone to navigate a complex and fast-paced environment.
• Develop strong working relationships with the Chief Customer and Digital Office Senior Leadership Team, their respective leadership teams, and other relevant EAs across IP&I and the wider bank to deliver our business goals.
• Oversight of the internal and external comms, ensuring alignment with the directors strategic vision and brand.

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:

• Extensive EA experience at senior leadership level, ideally supporting C-suite or executives within financial services, particularly insurance, or pensions. You'll be proficient at managing complex priorities and acting as a strategic partner to senior leaders.
• Strong understanding of the IP&I landscape, including regulatory frameworks, governance structures, and business unit operations. Familiarity with investment governance, pensions legislation, and insurance product cycles.
• Advanced partner management skills, with the ability to liaise confidently across executive teams, board members, regulators, and external partners. You'll be trusted to represent the executive office with integrity and discretion.
• Experience handling confidential and sensitive information, with good judgement and a high level of discretion. You'll be relied upon to manage executive communications and gatekeeping responsibilities with integrity.
• Proficiency in executive reporting and governance support, including preparing briefing packs, tracking actions, and supporting performance appraisal and succession planning processes for senior leaders.

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.
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. And it's why we especially welcome applications from under-represented groups.
We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.
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.

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.

Skills Required