Proposition Governance Lead

Forvis Mazars in the UK; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Job summary

Forvis Mazars in the UK is seeking a Proposition & Governance Manager to maintain and enhance the firm's product governance framework, oversee adviser propositions, product panels, and related advice solutions. You will collaborate with the Head of Proposition, Compliance, Planning Teams and external providers to deliver high-quality client outcomes.

You will bring regulatory knowledge, technical leadership and strong analytical skills to support Consumers Duty and PROD compliance as the

Qualifications

• Strong understanding of retail financial products and adviser propositions.
• Solid knowledge of FCA regulation, Consumer Duty and PROD requirements.
• Ability to interpret technical information and communicate it clearly.
• Strong analytical and problem-solving skills.
• Strong interpersonal skills and ability to work across teams.

Responsibilities

• Oversight and maintenance of the firm's product governance framework.
• Oversight and governance of product panels, platforms, providers and advice solutions.
• Delivery of provider due diligence, panel reviews and proposition recommendations.
• Support of Consumer Duty and PROD requirements, including target market assessment, fair value considerations, consumer outcome monitoring and escalation of risks.
• Provide technical expertise and proposition guidance to advisers and stakeholders.
• Deliver proposition training, communications and briefings.
• Manage relationships with providers, industry stakeholders and business functions.
• Oversee development of governance frameworks for propositions and policy.
• Develop and enhance adviser propositions and client solutions.
• Produce governance reporting and committee papers with recommendations.

Skills

Regulatory knowledge

Financial products

Analytical thinking

Communication

Stakeholder collaboration

Job description

Forvis Mazars in the UK is seeking a Proposition & Governance Manager to maintain and enhance the firm's product governance framework, oversee adviser propositions, product panels, and related advice solutions. You will collaborate with the Head of Proposition, Compliance, Planning Teams and external providers to deliver high-quality client outcomes.

You will bring regulatory knowledge, technical leadership and strong analytical skills to support Consumers Duty and PROD compliance as the