Advice Optimisation Manager

Wesleyan; Birmingham; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

28 days holiday + culture day

Flexible hybrid working

Company pension scheme matched 2%

Underground parking in Birmingham city

Salary sacrifice schemes (PMI, EV Leas

Enhanced family leave and volunteering

Job summary

Wesleyan in Birmingham is seeking an Advice Optimisation Manager to lead strategic improvements across the Wealth Advice business as part of a transformation programme. You will drive efficiency, improve adviser capacity and embed new operating models.

You will work with Advice, Operations, Risk, Technology, Change and Data teams to deliver measurable outcomes and ensure sustained benefits for the organisation.

Qualifications

• Experience delivering business transformation or change initiatives in Financial Services or Wealth Management environments.
• Proven track record of delivering efficiency, productivity or customer experience improvements.
• Experience working with multiple stakeholder groups and influencing senior leaders.
• Strong programme, project or workstream delivery experience.
• Ability to define and implement process and operating model changes.

Responsibilities

• Lead end-to-end delivery of strategic improvement initiatives across the Wealth Advice operating model.
• Support design and implementation of adviser and support team operating models.
• Drive efficiency and productivity across customer journeys and internal processes.
• Support adoption of technology, automation and AI-enabled solutions.
• Monitor benefits realisation and ensure outcomes are achieved.
• Collaborate with multiple stakeholder groups to drive alignment and execution.
• Manage workstreams within broader transformation programmes.

Skills

Business transformation

Operational improvement

Stakeholder management

Programme delivery

Process improvement

Analytical thinking

Data-driven decision making

Regulated environment experience

Fast-paced delivery

Prioritisation

Job description

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

Location: Hybrid working (office based in Birmingham) - typically 2 days in the office per week

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

The Advice Optimisation Manager will lead end-to-end delivery of initiatives that support the evolution of the Wealth Advice operating model.

The role is accountable for:

• Delivering strategic and operational improvement initiatives across the advice business.
• Supporting the design and implementation of future adviser and support team operating models.
• Driving efficiency and productivity improvements across customer journeys and internal processes.
• Supporting the adoption of technology, automation and AI-enabled solutions.
• Monitoring benefits realisation and ensuring agreed outcomes are achieved.
• Working across multiple stakeholder groups to drive alignment, decision-making and execution.
• Managing workstreams within broader transformation programmes.

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-its 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.