Proposition Manager

Openwork Limited; Swindon; Hybrid; GBP 55,000 - 68,000; Full time

Benefits offered by this job

Salary up to £61,500

On-target bonus 10%

Pension 5% employee + 5% match

Critical illness cover

Income protection

Death in service

25 days holiday + bank holidays

Private medical & dental insurance

Job summary

Openwork Limited is seeking an experienced Prop osition Manager to join Project Nexus on an 18-month fixed-term contract. This hybrid role is based in our Swindon office, with in-office attendance required two days per week.

You will help design, implement and adopt the adviser proposition, collaborating with business experts, product, technology and implementation partners to deliver scalable, compliant solutions.

Qualifications

• Strong experience in financial advice processes and propositions.
• End-to-end adviser journeys and firm needs understanding.
• Experience in proposition development or business change.
• Knowledge of adviser CRM, back-office, and operating systems.
• Understanding of financial services regulation and compliance.

Responsibilities

• Act as subject matter expert for financial advice processes and the Nexus proposition.
• Help design and develop the future-state proposition for advisers and clients.
• Work with Product, Technology, Operations and partners to shape adviser journeys and processes.
• Support configuration, testing and implementation of the Nexus operating system.
• Identify opportunities to simplify processes and improve adviser and client experiences through technology.
• Support rollout, readiness, training and adoption.

Skills

Financial advice

Wealth management

Stakeholder management

Agile delivery

CRM systems

Tools

CRM systems

Back‑office software

Job description

We are seeking an experienced Proposition Managers to join Project Nexus on an 18-month fixed-term contract. This role will play a pivotal part in shaping and delivering the future adviser proposition at Openwork.

As Proposition Manager, you will have a unique opportunity to influence the design, implementation and adoption of one of Openwork’s most important strategic initiatives. The programme-focused appointment will provide exposure to senior leadership, strategic decision-making, operating model design and large-scale business transformation.

You will work alongside business experts, product specialists, technology teams and implementation partners to create a solution that helps advisers serve their clients effectively and run their businesses more efficiently.

This is an 18 month fixed term contract, hybrid role, based in our Swindon office, with the requirement to be in the office 2 days a week.

The Benefits:

• Salary - up to £61,500
  
• Bonus scheme - on target bonus 10%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
  
• Critical illness cover
  
• Income protection
  
• Death in service
  
• 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
  
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

What will you need to succeed?

Key Responsibilities

• Act as a subject matter expert for financial advice processes and the Nexus proposition.
• Help design and develop the future-state proposition, ensuring adviser, firm and client needs are represented.
• Work across Product, Technology, Operations, Compliance and partners to shape adviser journeys, requirements and processes.
• Support the configuration, testing and implementation of the Nexus operating system, ensuring solutions are practical, scalable and compliant.
• Identify opportunities to simplify processes and improve adviser and client experiences through technology.
• Support rollout, readiness, training and adoption, providing advice-process expertise and guidance.
• Gather adviser and firm feedback to support continuous improvement.
• Build strong stakeholder relationships and champion the Nexus proposition across the business.

Skills and Experience

• Strong experience within financial advice, wealth management, mortgages, protection, general insurance, platforms or adviser support.
• Excellent understanding of end-to-end advice processes and adviser/firm needs.
• Experience in proposition development, management or business change.
• Knowledge of adviser CRM, back-office, practice management or operating systems.
• Good understanding of financial services regulation and compliance.
• Strong communication, facilitation and stakeholder management skills.
• Ability to translate business requirements into effective processes, journeys and system solutions.
• Experience of large-scale business or technology transformation.
• CRM, platform or system implementation/migration experience.
• Knowledge of adviser platforms and integrated technology.
• Experience supporting training, readiness and adoption.
• Familiarity with Agile and cross-functional delivery teams.

Why us?

We're a dynamic, fast-paced and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits