Workplace Investment Proposition Manager

TN United Kingdom; City of Edinburgh; Hybrid; GBP 63,000 - 96,000; Full time

Job summary

A leading financial services company is seeking a Workplace Investment Proposition Manager in Edinburgh or London. This role involves developing investment propositions, managing stakeholders, and ensuring market competitiveness. The ideal candidate will have experience in workplace pensions and excellent communication skills. Join a team committed to making a positive impact on clients' financial lives.

Benefits

Non-contributory pension

Discretionary bonus

34 days leave per year

Private medical cover

Life assurance

Critical illness cover

Qualifications

• Experience in workplace pensions, particularly client-facing.
• Strong knowledge of workplace member investment needs.

Responsibilities

• Lead development of investment proposition initiatives.
• Produce and manage business cases for new propositions.
• Present investment solutions to clients and stakeholders.

Skills

Communication

Stakeholder Management

Education

IMC

Job description

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Workplace Investment Proposition Manager, Edinburgh

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Client:

Aegon

Location:

Edinburgh, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

94827b93ed5d

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

Description

Workplace Investment Proposition Manager

Permanent

Location: Edinburgh or London (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)

Salary: A competitive salary from £63,440 - £95,160 depending on the experience you can bring

We’re a company of ambitious, collaborative problem-solvers who get things done – we’re looking for like-minded people to join us.

We help people live their best lives . We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

We are now looking for a Workplace Investment Proposition Manager to join our Investment Proposition department based in either Edinburgh or London.

The Workplace Investment Proposition Manager is responsible for leading the development of a range of investment proposition initiatives as required by business needs. This is a role which will require drive, investment expertise and stakeholder management, whilst delivering solutions which meet customer and market needs to drive growth for Aegon.

Key Responsibilities include:

• Reviewing market and competitor sales and investment performance, gaining insights and conducting analysis of competitive position for workplace propositions.
• Producing and managing business cases to support the development of new propositions.
• Working with Investment Business Development colleagues to create proposition concepts to meet market needs.
• Ensuring that the correct governance frameworks are followed.
• Working with Distribution and Marketing to develop go-to-market plans.
• Presenting investment solutions to external clients and internal stakeholders including Committees.
• Maintaining a thorough knowledge of the UK investment marketplace and its dynamics, providing informed opinion into AEGON Distribution teams – contributing to ensuring a strong workplace proposition within a highly competitive market at all times.

We’d love to hear from you if you have:

• Experience in workplace pensions, particularly from a client facing background in supporting and developing workplace investment propositions.
• Experience as an Investment Proposition Manager / Investment Consultant or a Senior Analyst looking for the next step up.
• Strong knowledge of workplace member investment needs.
• Excellent written and verbal communication skills and confident presentation capabilities, with extensive stakeholder management skills.
• Experience in delivery of projects / initiatives.
• Relevant industry recognised qualifications favourable e.g. IMC.

What’s in it for you?

• A non-contributory pension between 8%-12%
• A discretionary bonus, depending on personal and company performance
• 34 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.To find out more about what to expect at Aegon

We're looking for talented individuals who are ready to make a real impact. If you're excited about new challenges and want to work with a team that values your skills, apply today!

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

Equal Opportunity Employer:

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexualorientationor gender identity.