Advice Proposition Manager

JR United Kingdom; City Of London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Une entreprise de gestion de patrimoine de premier plan cherche un Manager de Propositions de Conseils à Londres pour diriger le développement de services financiers innovants. Ce rôle stratégique offre une visibilité interne et des opportunités d'avancement, axé sur l'amélioration des propositions de services conseils pour une clientèle exigeante.

Benefits

Public medical cover (incl. family)

Life assurance (4x salary)

Income protection

Personal development and career advancement

Qualifications

• Expérience en proposition de conseils ou en planification financière.
• Compréhension technique des produits de gestion de patrimoine (pensions, ISAs, protections).
• Connaissance des réglementations comme Consumer Duty et MiFID souhaitée.

Responsibilities

• Responsabilité de la conception et de la livraison de propositions de services conseils.
• Leadership dans la gouvernance réglementaire et optimisation de l'expérience client.
• Collaboration avec les équipes de conseils, conformité et marketing.

Skills

Communication

Stakeholder Engagement

Financial Planning

Regulatory Governance

Job description

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Advice Proposition Manager, london (city of london)

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Client:

mbf

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

26.06.2025

Expiry Date:

10.08.2025

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Job Description:

Location: London

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:

• 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.