Project Lead

Job Type

Fixed Term (Fixed Term)

Closing Date

13/08/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

This role is responsible for running Transformation Projects to achieve strategic outcomes for Lloyds Wealth's Clients, Colleagues and Company. This includes scoping, coordinating and leading multiple projects focussed on the delivery of systems, process, behavioural and or technology change. This role ensures our projects within programmes of work are delivered to a high quality, within budget and on time.

Location | National

Type | Fixed Term Contract until 31/12/2027

Salary | £56,060-£61,666

Key Responsibilities

Planning and Coordination

Develop project/team/centre of excellence scopes and objectives, involving all relevant stakeholders

Structure and organise resources (both within and outside the change organisation) required to deliver project outcomes within allocated capacity/resources to the agreed timeline.

Keeping track of and removing project or team impediments, managing team/project resourcing needs & demand and managing team/project risks, dependencies, incidents and issues.

Liaise with other teams to share ideas and agree cross team dependencies and deliverables.

Manage any suppliers relationships related to the project in a partnership approach.

Delivery and Readiness

Responsible for coordinating all business readiness activities & the successful deployment and transition to run/embedding of any delivery.

Responsible for working with engineering colleagues to ensure the quality of product/code.

Responsible for arranging, facilitating, communicating and supporting testing, training and release planning.

Project Reporting

Regular reporting on progress of project as appropriate and escalate to management as needed.

Responsible for reporting and analysing accuracy of cost/effort estimates and supporting/challenging where necessary.

Creating High Performing Teams

You coach, mentor and review the colleagues in your project team to help improve and optimise performance.

You set the standard for delivery culture and celebrate great behaviours and achievements within the team.

Qualifications & Skills

Communication:

Strong communication skills to convey messages clearly to clients and team members.

Share vision, goals, ideas, and address issues effectively.

Leadership:

Critical for guiding project teams, making decisions, and motivating stakeholders.

Organization:

Maintain structure, track progress, and manage resources efficiently.

Negotiation:

Navigate conflicts, reach agreements, and balance competing interests.

Interpersonal skills and Team/Matrix Management:

Foster collaboration, delegate tasks, and build a cohesive project team.

Time Management:

Prioritize tasks, meet deadlines, and optimize project schedules.

Risk Management:

Identify, assess, and mitigate risks to project success.

Problem-Solving:

Analyse challenges, find solutions, and adapt as needed.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.

Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.

Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.

Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.

Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)

Financial Advice : Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

We support flexible working:

We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:

We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.