LBG

Transactions and Investments Assistant Manager

Edinburgh Full time

End Date

Wednesday 21 January 2026

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

Job Description Summary

.

Job Description

JOB TITLE: Transactions and Investments Assistant Manager

SALARY: £43,803 - £48,670

LOCATION(S): Edinburgh

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

We have an opportunity for an experienced Finance colleague to join us at our Princess Exchange office in Edinburgh to join our Investments Subsidiary Control & Reporting team.

As a part or fully qualified accountant you will join to support the delivery of internal and external reporting requirements for our Lloyds Living division. We are looking for an enthusiastic candidate who enjoys leveraging new technology to transform processes and can join us as we continue on the next stage of our transformation journey.  This role requires the ability to work with large volumes of data from a range of stakeholders and improve process efficiency.


Day to day you’ll be:

  • Identifying shortcomings in existing processes, systems and procedures, then using established change management programmes to deliver prescribed outcomes and/or provide support services.

  • Performing complex data processing using established procedures and testing new procedures to see if they might represent improvements over existing methods.

  • Tracking budgets, highlighting variances to the attention of senior colleagues while working within established budgeting systems.

  • Working independently to collate and analyse data using pre-determined tools, methods and formats.

  • Organising and preparing complex documents by using multiple applications (such as Power Apps), while also gathering and summarising data for special reports.

  • Tracking progress and reporting variances to more senior colleagues while working within established finance systems.

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

  • You’ll be a Part Qualified or Fully Qualified Accountant.

  • Experience of either financial control, statutory or regulatory reporting.

  • Experience of working within a fast-paced environment.

And any experience of these would be really useful

  • Experience of Financial Reporting within Residential Property market.

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.