Job Description

End Date

Tuesday 21 October 2025

Salary Range

55,755 - 61,950

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

Flexible Working Options

Hybrid Working, Job Share

Summary

.

Job Title:

Personal Assistant

Location:

London

Salary:

55,755 - 61,950

Hours

: Full time

Working Pattern

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

About This Opportunity:

Insurance Pensions & Investments (IP&I) supports over 10 million customers with their investment, retirement, and insurance needs through its multi-product, multi-channel offering. Scottish Widows is one of the UK's most trusted providers, committed to delivering better outcomes through outstanding investment solutions, customer engagement, and digitisation. We're continually evolving to meet customers where they are and empowering their financial futures.


We're excited to offer an opportunity for a Personal Assistant to join IP&I, supporting the Managing Director of Investments to ensure the effective use of their time and maximising their ability to contribute to the management and development of the group.

What you'll be doing:

Manage complex diary and inbox tasks, ensuring smooth scheduling and communication flow. Process and test data using established and new procedures to identify potential improvements. Support senior colleagues in managing client relationships through established systems and protocols. Prepare and follow up on routine correspondence and reports, ensuring timely resolution of pending issues. Create complex documents using multiple applications and compiles data for special reports. Continuously develop skills through training and support others, while coordinating logistics for complex events.

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:

Experience in investment operations or asset servicing within financial services Strong understanding of operational controls and data governance Ability to lead external relationships and ensure service delivery Proven track record of supporting change initiatives and operational improvements Excellent communication and stakeholder leadership skills A proactive approach with strong attention to detail and problem-solving ability

About working for us:

Our ambition is to be the top tier 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
Ready for a career where you can have a positive impact as you learn, grow and thrive?

Apply today and find out more.

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.