Advice Proposition Manager – Financial Planning & Wealth
Location: London
Salary: £100,000 – £140,000 + exceptional pension + extensive benefits
Working Pattern: Hybrid (3 days in-office, 2 from home)
A leading UK wealth and investment management firm is hiring for a newly created Advice Proposition Manager role to own and evolve its suite of financial planning services. This is a critical position working across multiple departments to enhance the effectiveness, client experience, and regulatory strength of the firm’s advice offering.
This firm is a trusted name in wealth management, offering integrated financial planning, tax advice, protection, and discretionary investment services. They operate with a strong client-first culture and a long-term focus, serving affluent and high-net-worth individuals across the UK.
You’ll oversee a portfolio of advice propositions (pensions, ISAs, protection, offshore bonds), ensuring they are aligned to regulatory expectations (e.g., Consumer Duty, PROD), commercially sound, and delivering exceptional outcomes to clients.
This is a standalone position at first, but with high levels of internal visibility and a natural progression route into broader leadership.
Key Responsibilities:
- Ownership of all advice service propositions from design to delivery
- Leading regulatory governance (value assessments, target market reviews)
- Optimising the client journey and user experience
- Ensuring commercial competitiveness, pricing logic, and cost efficiency
- Collaborating with advice teams, compliance, marketing, and operations
- Acting as the internal subject matter expert on advice services and market dynamics
What You’ll Bring:
- Background in advice proposition, financial planning, or product ownership
- Technical understanding of wealth management products (pensions, ISAs, bonds, protection)
- Strong knowledge of Consumer Duty, MiFID, COLL, and related FCA frameworks
- Excellent communication and stakeholder engagement skills
- Prior experience in a private bank or large national wealth manager is desirable
Benefits Include:
- Exceptional employer pension (non-contributory)
- Private medical cover (incl. family)
- Life assurance (4x salary), income protection, health screening
- Season ticket loan, virtual GP, gym subsidy, cycle-to-work scheme
- Personal development and career advancement pathways
This is a rare chance to step into a pivotal, strategic role at a firm committed to integrity, growth, and client satisfaction.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
