Lloyds Banking Group
Technical Consultant - Scottish Widows Platform
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Scottish Widows Platform - Technical Consultant
Salary & Location
Salary: £40,824pa to £49,800pa plus benefits Location: Edinburgh or Dundee Hours: Full-time Working Pattern: Hybrid (minimum two days per week or 40% of your time based at one of our office sites)
About the Role
We’re looking for a Technical Consultant to join our Platform Technical team within Customer Services Operations. In this CRITICAL role, you’ll:
- Build deep knowledge of the Scottish Widows Platform and our products (SIPP, ISA, GIA, and Trusts)
- Work closely with colleagues across Operations and the wider business
- Provide clear, accurate technical guidance to internal teams, Advisers, and business areas
- Support complex queries (including complaints) while ensuring consistently strong customer outcomes
- Identify opportunities to simplify processes and improve operational efficiency
- Collaborate across Operations to support problem-solving and achievements
- Represent Customer Services Operations in projects and incident activity
- Contribute to technical training for colleagues, building capability and confidence
You’ll be part of a collaborative and supportive team, with opportunities to develop your expertise while deliver continuous improvement.
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Responsibilities
- Support complex queries, ensuring the right resolutions (including customer complaints)
- Identify and recommend process improvements to enhance efficiency
- Develop and deliver technical training sessions for colleagues
- Partner with cross-functional teams to solve operational challenges
- Advocate for Operational Customer Services in key discussions and activities
About Us
Shaping finance for good. Scottish Widows isn’t like other banks. We’re an innovative, evolving business committed to finance as a force for good, empowering our people to innovate, grow, and explore with purpose.
Requirements
Essential
You must have: ✅ Minimum of 3 years’ experience in a financial services operations environment (preferably in areas including pensions, ISAs, Trusts or GIAs) ✅ Strong analytical skills, with the ability to break down complex information for clarity and accessibility ✅ A proven track record in detailed calculations and identifying errors ✅ Effective organisation and attention to detail, alongside the ability to manage multiple priorities
Desirable
It would strengthen your application if you have: 🔹 Knowledge of on-shore and off-shore bonds 🔹 Experience supporting projects in a technical capacity 🔹 Expertise in applying financial legislation to resolve operational or customer-facing issues 🔹 Prior experience dealing with complaints or resolving complex technical queries
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Benefits Package
Our approach combines tailored rewards with a wide range of inclusive benefits:
- Pension: Up to 15% contribution
- Bonus: Annual performance-related pay bonus
- Share Schemes: Option for free shares
- Wellbeing & Flexibility:
- 28 days holiday (plus bank holidays)
- Customisable employee benefits, including discounted shopping
- Parenting Support: Generous parental leave policies and support for getting you and your family back to work
- Promoting Equality: Pionering programmes like:
- Workplace Menopause package
- Working with Cancer Initiative
- Advocacy & Support: A Disability Confident Leader, ensuring reasonable adjustments and prioritising inclusion throughout recruitment
Why Join Us?
If you believe in putting purpose at the heart of work and are eager to grow your technical expertise while making a real impact on customer outcomes, we’d love to hear from you. Apply today and become part of a team shaping finance for good!
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