Performance and Trading Senior Manager (Fixed Term Contract)
Lloyds Banking Group is hiring a Performance and Trading Senior Manager (Fixed Term Contract). It pays £93k-£109k a year and Level rates it ; you can apply on Lloyds Banking Group.
Level's read on this job
- On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
- Some of the work can be done remotely, according to the posting.
- The posting mentions portfolio management, financial modelling and data analysis among its tools and skills.
- Lloyds Banking Group has 129 other open roles on Level.
- Posted within the past week.
AI in this role
Lead portfolio trading, performance planning, and commercial strategy for a General Insurance portfolio.
End Date
Monday 16 November 2026Salary Range
£92,701 - £109,060We support flexible working – click here for more information on flexible working options
Flexible Working Options
Hybrid WorkingJob Description Summary
.Job Description
JOB TITLE: Performance and Trading Senior Manager (Fixed Term Contract).
SALARY: £78,098pa to £109,060pa (dependent on location and experience) plus an extensive benefits package.
LOCATIONS: Leeds, Edinburgh, London.
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 the above office sites. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.
We're looking for a commercially driven Performance & Trading Senior Manager to lead the performance of our General Insurance portfolio for a 12-month Fixed Term Contract period.
This is a high-impact leadership role responsible for driving profitable growth, optimising customer outcomes and delivering income targets across our insurance propositions. Use data, insight and market intelligence to discover opportunities, mitigate risks and influence strategic decisions across pricing, underwriting, marketing, proposition and distribution. Working across internal customers and partners, you'll ensure we're making the right trading decisions, delivering against plan and maximising value for customers and the business.
What you’ll be doing
Lead Portfolio Trading, Performance & Planning
- Own the trading performance of the General Insurance portfolio.
- Develop and manage quarterly and annual volume, income and profitability plans, aligned to strategic and financial objectives.
- Partner closely with Finance to maintain robust forecasts, challenge assumptions and assess delivery against plan.
- Monitor key commercial metrics including income, GWP, conversion, retention, claims performance, PATC, ATV and profitability.
- Lead weekly and monthly trading forums, identifying risks, opportunities and performance improvement actions.
- Drive interventions to ensure delivery of trading, income and growth targets.
Deliver Insight-Led Commercial Decisions
- Turn complex data into clear, actionable business insight.
- Develop performance reporting, forecasting and scenario modelling.
- Provide executive-level performance updates and recommendations.
- Evaluate commercial opportunities and investment cases.
Influence Pricing and Underwriting Strategy
- Partner with pricing teams and insurers to optimise portfolio performance.
- Assess market and competitor movements to inform trading decisions.
- Challenge assumptions and ensure actions deliver the right balance of growth and profitability.
Optimise Acquisition and Customer Growth
- Work closely with marketing, retail and digital teams to maximise customer acquisition and conversion.
- Find opportunities to improve customer journeys and remove friction.
- Support targeted activity to drive growth, retention and customer value.
Shape Future Strategy
- Contribute to the long-term General Insurance strategy.
- Identify opportunities for growth, innovation and proposition development.
- Support delivery of strategic initiatives and change programmes
Why join us?
We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.
What we’re looking for?
- Strong commercial, trading and performance management experience within General Insurance, Financial Services or a related sector.
- Demonstrable experience developing business plans, forecasts and performance outcomes against financial targets.
- Proven ability to influence senior internal customers and drive business performance.
- Excellent analytical skills with the ability to translate insight into action.
- Experience working across multiple commercial levers, including pricing, marketing, product, customer journeys and partner management.
- A strategic thinker who can balance growth, profitability, risk and customer outcomes.
Leadership Expectations
As a senior leader, you'll:
- Create a high-performance and results-focused culture.
- Coach and develop colleagues to strengthen commercial capability.
- Encourage innovation and continuous improvement.
- Build strong cross-functional relationships and lead through influence.
- Drive accountability and pace in decision-making and delivery.
This is a place for you:
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.
Ready to make an impact? Apply today.
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.
How we rate this
Performance and Trading Senior Manager (Fixed Term Contract) at Lloyds Banking Group rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where portfolio management was part of your work. What did you do?
- Tell me about a project where financial modelling was part of your work. What did you do?
- Tell me about a project where data analysis was part of your work. What did you do?
- Tell me about a project where insurance was part of your work. What did you do?
- Tell me about a project where pricing was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Portfolio Management, Financial Modelling, Data Analysis, Insurance, and Pricing. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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