Job Description

End Date

Friday 12 September 2025

Salary Range

43,803 - 48,670

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

Flexible Working Options

Hybrid Working, Job Share

Summary

General Insurance Assistant Planning Manager, Interpreting complex processes and manage the efficient and effective production of high quality output and analysis, anticipating stakeholder needs.

JOB TITLE:

General Insurance Assistant Planning Manager

SALARY:

43,803 - 53,537

LOCATION(S):

Leeds

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

Join the General Insurance (GI) Finance Business Partnering and Planning team in Leeds. We're a key centre for the GI business, working closely with Insurance, Pensions & Investments (IP&I) Finance to provide a key linkage on all aspects of GI. We're part of the IP&I division and have an exciting opportunity for a hardworking accounting professional to join the team.


The Partnering & Planning team is a dynamic, engaging and highly committed team with responsibility across the following broad categories:


Forecasting and planning, understanding key business levers and engaging with the business areas to accurately forecast commercial performance. Business partnering multiple customers across the GI business, delivering insightful analysis to help influence business decisions Management reporting including month end reporting, in-depth commercial analysis and deep dives into areas to add customer value.
You'll have exposure to many areas of the IP&I business and also the wider Banking Group. This provides an excellent opportunity for personal development, career progression, and a chance to create a real difference to the way Finance operates. If you enjoy working in a fast-paced environment across a wide range of collaborators, want to improve your eye for business and have a desire to continually improve and innovate in a co-operative fashion, you'll be well suited to the role.


The role requires a self-motivated individual with task prioritisation experience, strong problem-solving and analytical skills, and effective communication. A flexible approach is required - given the demands of the role will continue to vary.


Day to day you'll:


Facilitate the planning and coordination of the 4-Year Operating Plan (4YOP) process for GI, including setting timelines, shaping the approach, managing the process, and presenting the consolidated plans. Establish, build relationships & engage with GI Commercial teams, Finance Partners & Senior leaders to build challenging and credible plans. Modelling core assumptions and scenarios through IBM Planning Analytics, as well as running excel financial models. Consolidating, reviewing and analysing outputs to build a credible, robust plan with valuable commercial insight. Producing standard and ad hoc reports & analysis to the GI FD, GI Business Partners, & business/ divisional stakeholders, using presentation and storytelling techniques to bring the numbers to life. Produce schedules required for Group & IP&I Committees and Board. Manage Risk & Opportunities & Financial Outturns/ Forecasts to support the Quarterly Business Reviews (QBRs). Support the GI Stress Testing (PRA, Reverse, 4YOP, GI) & Scenarios modelling. Provide Finance expert judgement and support on GI & Finance projects impacting Planning. Support 4YOP negative income, working alongside the Cost Management team, CMUs & Sourcing. Drive continuous improvement and simplification of the 4YOP and forecast processes. Operate effective and efficient control and governance processes over the 4YOP process, including detailed checks, reconciliations and challenge of Planning inputs and assumptions. Financial Oversight of Planning models and methodology, including supporting model governance annual validation process. Establish and build relationships with customers to maintain an understanding of expectations, remain relevant, and provide appropriate support and guidance. Demonstrate core Lloyds Banking Group values and behaviours as an active team member.

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:

Finance professional with a proven track record gained in a range of roles, with a good knowledge within Business Partnering disciplines. Qualified or part-qualified accountant with relevant experience (CIMA/ ACCA/ ICAEW). Strong analytical & numeracy skills. Display attention to detail and accuracy. Commercial awareness - Experience of and understanding of market and industry environment. Excellent knowledge of Microsoft Excel and good knowledge of PowerPoint. Good understanding of finance systems, architecture and processes. Self-motivated, able to thrive under pressure, and work effectively both individually and as part of a team. Ability to communicate and influence at senior levels. Strong self-management and organisational skills.

About working for us

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 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:

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 28 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.