Advice Optimisation Manager

Wesleyan; Birmingham; Vor Ort; GBP 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

Annual bonus

28 days holiday plus culture day

Flexible hybrid working

Company pension scheme

Underground Birmingham parking

Salary sacrifice schemes

Enhanced family leave and volunteering

Zusammenfassung

Wesleyan, based in Birmingham, is recruiting for an Advice Optimisation Manager to lead strategic improvements across Wealth Advice. You will work within a transformation programme to enhance customer experience, adviser capacity and productivity, and maximise value from technology and automation investments.

You will partner with Advice, Operations, Risk, Technology and Change teams to embed improvements across the business and ensure sustainable benefits while navigating regulatory

Qualifikationen

• Demonstrable experience delivering business transformation, operational improvement or change initiatives.
• Experience within Financial Services, Wealth Management, Advice, Banking or related regulated environments.
• Proven track record of delivering measurable efficiency, productivity or customer experience improvements.
• Experience working across multiple stakeholder groups and influencing senior leaders.
• Strong programme, project or workstream delivery experience.
• Experience defining and implementing process improvements and operating model changes.
• Strong analytical and problem-solving capability.
• Experience using data and insight to identify and prioritise improvement opportunities.
• Ability to manage competing priorities within a fast-paced environment.
• Experience within a regulated advice business (desirable).
• Understanding of Wealth Management, Financial Advice or Adviser operating models (desirable).

Aufgaben

• Identify opportunities to improve customer outcomes, business performance and operational efficiency.
• Analyse existing customer and colleague journeys to identify pain points, waste and improvement opportunities.
• Support the development of future-state operating models and service propositions.
• Ensure solutions balance customer, commercial, regulatory and operational requirements.
• Lead the delivery of optimisation initiatives from discovery through to implementation and benefit tracking.
• Develop delivery plans, milestones and success measures for assigned workstreams.
• Coordinate cross-functional teams to ensure delivery remains on track.
• Proactively manage risks, dependencies and issues.
• Deliver initiatives designed to increase adviser productivity and capacity.
• Support the implementation of improved servicing models and customer segmentation approaches.
• Identify opportunities to reduce adviser friction and non-value-adding activity.
• Monitor productivity outcomes and recommend continual improvements.
• Lead reviews of end-to-end customer journeys.
• Utilise insight, data and colleague feedback to improve customer experiences.
• Ensure customer outcomes remain at the centre of all optimisation activity.
• Work with customer experience teams to test and validate proposed improvements.
• Supporting pilot activity, test-and-learn initiatives and continuous improvement programmes.
• Support the adoption of technology and digital solutions across the advice business.
• Work with technology teams to define business requirements and prioritise enhancements.
• Drive effective implementation of automation, workflow and AI-enabled solutions.
• Build strong relationships across senior stakeholders, business leaders and subject matter experts.
• Facilitate workshops, governance forums and decision-making sessions.
• Create clear communications and reporting to support engagement and programme governance.
• Influence stakeholders to support change adoption and business readiness.
• Define and track key performance indicators and programme outcomes.
• Monitor progress against agreed objectives and key results (OKRs).
• Produce reporting and insight to support leadership decision making.
• Ensure delivery activity translates into sustainable business benefits.

Kenntnisse

Business transformation

Operational improvement

Change management

Stakeholder management

Program delivery

Process improvement

Analytical thinking

Data-driven

Regulated environment

Wealth management

Jobbeschreibung

Contract Type: 12 Month Fixed Term Contract – 35 hours a week

Location: Birmingham Based – Open to candidates UK wide who are willing to travel to site as and when required

Closing Date: Friday 6th November 2026

Shape Brighter Futures with Wesleyan

Established in 1841, Wesleyan help trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future. Today, we’re proud to continue that mission with passion and purpose. If you’re looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’d love to hear from you.

Find out more about who we are: About Wesleyan

Make a Difference in Advice & Distribution

As the Advice Optimisation Manager, you will be responsible for leading and delivering strategic improvement initiatives across the Wealth Advice business, ensuring change is translated into measurable business outcomes. Working as part of a transformation programme, you will identify, design and implement improvements that enhance customer experience, increase adviser capacity and productivity, optimise support models, and maximise the value derived from technology and automation investments.

The role bridges strategy and execution, working closely with Advice, Operations, Risk, Technology, Change and Data teams to ensure improvement opportunities are delivered effectively and embedded sustainably within the business.

Your Impact

Business Optimisation

• Identify opportunities to improve customer outcomes, business performance and operational efficiency.
• Analyse existing customer and colleague journeys to identify pain points, waste and improvement opportunities.
• Support the development of future-state operating models and service propositions.
• Ensure solutions balance customer, commercial, regulatory and operational requirements.

Change Delivery

• Lead the delivery of optimisation initiatives from discovery through to implementation and benefit tracking.
• Develop delivery plans, milestones and success measures for assigned workstreams.
• Coordinate cross-functional teams to ensure delivery remains on track.
• Proactively manage risks, dependencies and issues.

Adviser Productivity & Capacity

• Deliver initiatives designed to increase adviser productivity and capacity.
• Support the implementation of improved servicing models and customer segmentation approaches.
• Identify opportunities to reduce adviser friction and non-value-adding activity.
• Monitor productivity outcomes and recommend continual improvements.

Customer Journey Improvement

• Lead reviews of end-to-end customer journeys.
• Utilise insight, data and colleague feedback to improve customer experiences.
• Ensure customer outcomes remain at the centre of all optimisation activity.
• Work with customer experience teams to test and validate proposed improvements.
• Supporting pilot activity, test-and-learn initiatives and continuous improvement programmes.
• Support the adoption of technology and digital solutions across the advice business.
• Work with technology teams to define business requirements and prioritise enhancements.
• Drive effective implementation of automation, workflow and AI-enabled solutions.

Stakeholder Management

• Build strong relationships across senior stakeholders, business leaders and subject matter experts.
• Facilitate workshops, governance forums and decision-making sessions.
• Create clear communications and reporting to support engagement and programme governance.
• Influence stakeholders to support change adoption and business readiness.
• Define and track key performance indicators and programme outcomes.
• Monitor progress against agreed objectives and key results (OKRs).
• Produce reporting and insight to support leadership decision making.
• Ensure delivery activity translates into sustainable business benefits.

What You’ll Bring

• Demonstrable experience delivering business transformation, operational improvement or change initiatives.
• Experience within Financial Services, Wealth Management, Advice, Banking or related regulated environments.
• Proven track record of delivering measurable efficiency, productivity or customer experience improvements.
• Experience working across multiple stakeholder groups and influencing senior leaders.
• Strong programme, project or workstream delivery experience.
• Experience defining and implementing process improvements and operating model changes.
• Strong analytical and problem-solving capability.
• Experience using data and insight to identify and prioritise improvement opportunities.
• Ability to manage competing priorities within a fast-paced environment.
• Experience within a regulated advice business (desirable).
• Understanding of Wealth Management, Financial Advice or Adviser operating models (desirable).

Benefits That Work for You

We believe rewards should reflect the life you live. Here’s what you can expect:

• Annual bonus to recognise your contribution.
• 28 days holiday (plus a culture day!) – rising to 30 days with service.
• Flexible hybrid working for better work-life balance.
• Company pension scheme – matched plus 2% (up to 10%).
• Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
• Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
• Enhanced family leave and two volunteering days to give back to causes you care about.

Discover the full range of benefits: Wesleyan Careers Rewards

Why Wesleyan?

We’re building a culture where everyone belongs. Diversity isn’t just a policy—it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part-time options.

If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.

What to Know Before Applying

• Right to Work: We’re unable to provide VISA sponsorship, so you’ll need the legal right to live and work in the UK.
• Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications—apply early to avoid disappointment.