Closing Date 25/09/2026 Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people A high-impact opportunity to shape how Lloyds Wealth monitors its products and services, strengthens proposition governance and delivers good outcomes for clients. At Lloyds Wealth, delivering good client outcomes is at the heart of everything we do.
As regulatory expectations continue to evolve, we’re looking for an experienced wealth management professional who can combine strong analytical capability, sound judgement and commercial awareness to strengthen how we oversee and report on our proposition. . Location | National, with 40% hybrid working from one of our hub locations (Edinburgh, Leeds, London, Dundee or Bristol) Type | Fixed Term Contract until 31/03/2028 Salary | £56,060 - £61,666 National, £65,387 - £71,925 London The role As Product Reporting Manager , you’ll take a leading role in the ongoing oversight of our products and services, helping ensure they continue to meet client needs, regulatory expectations and the standards we set as a business.
You’ll maintain and develop the framework used to monitor client outcomes across the Lloyds Wealth proposition, including products and services that we manufacture, distribute or refer. This will include leading Consumer Duty reporting, Fair Value Assessments, Proposition Reviews and Target Market reporting, as well as identifying emerging risks and opportunities to improve client outcomes.
Working closely with colleagues across Proposition, Risk, Client Office, Change and Technology, you’ll turn data and insight into clear recommendations and practical action. You’ll help develop dashboards, monitoring indicators, review triggers and escalation processes, ensuring senior leaders and governance forums have the information they need to make effective decisions. You’ll also support the effective operation of key governance forums, preparing papers, presenting findings and overseeing the delivery of agreed actions.
With significant visibility across Lloyds Wealth, you’ll build trusted relationships with senior stakeholders, act as a subject matter expert and help drive continuous improvement across the proposition. Why join us? Shape proposition oversight. Help develop the framework that enables Lloyds Wealth to understand how its products and services are performing for clients. Make data meaningful. Turn reporting, client feedback and management information into clear insights, recommendations and action.
Influence important decisions. Present to senior stakeholders and governance forums, helping the business identify risks and opportunities at an early stage. Deliver good client outcomes. Lead important activities including Consumer Duty reporting, Fair Value Assessments, Proposition Reviews and Target Market reporting. Improve how we work. Collaborate with Technology and business teams to develop dashboards, monitoring indicators, review triggers and escalation processes.
Build trusted relationships. Work across Lloyds Wealth and the wider Lloyds Banking Group, as well as with relevant third-party partners. What you’ll bring Significant knowledge and experience of the wealth management sector, including end-to-end proposition or product management and oversight. A strong understanding of the UK wealth and asset management market and its regulatory environment, particularly the Consumer Duty .
Experience of proposition governance, client outcomes monitoring, reporting, Fair Value Assessments or product and service reviews. Strong commercial and analytical capability, with the ability to interpret information, identify emerging risks and recommend practical action. Experience developing or improving management information, reporting frameworks, performance indicators or governance proce