Advice Proposition Manager

mbf; London; Hybrid; GBP 90,000 - 98,000; Full time

Job summary

A leading UK wealth and investment management firm seeks an Advice Proposition Manager to manage financial planning services. This pivotal role involves overseeing advice offerings, ensuring regulatory compliance, and enhancing client experience. The ideal candidate will have a strong background in financial planning and product ownership within the wealth management sector.

Benefits

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 programs

Qualifications

• Background in advice proposition or financial planning.
• Technical understanding of wealth management products.
• Strong knowledge of regulatory frameworks like Consumer Duty.

Responsibilities

• Oversee portfolio of advice propositions ensuring alignment with regulations.
• Lead regulatory governance and enhance client experience.
• Collaborate with departments to optimize client journey and service delivery.

Skills

Communication

Stakeholder Engagement

Regulatory Knowledge

Financial Planning

Product Ownership

Job description

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Founder | Recruitment within Financial Services, Insurance and Tech & Change

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business, Strategy/Planning, and Product Management

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