Propositions Manager

Oliver James Group; Swindon; Hybrid; GBP 81,000 - 103,000; Full time

Job summary

Oliver James Group seeks an Advice Proposition Manager to lead regulatory and process change for a major UK financial advice change programme. Based in Swindon with hybrid work (2-3 days on site) and a permanent role, the position focuses on shaping adviser-facing changes and ensuring successful adoption across networks.

The role requires hands-on advisory experience in wealth, mortgages or platforms, with strong regulatory knowledge and prior large change programme involvement within financial

Qualifications

• Hands-on advice experience in wealth, mortgages or platforms preferred.
• Regulatory knowledge applied, FCA-facing work a plus.
• Experience on large delivery or change programmes in financial services.

Responsibilities

• Define new advice processes and the regulatory requirements behind them.
• Shape supporting systems, adviser communications and contractual changes with the programme team.
• Lead the rollout to advisers: explain changes and drive adoption.
• After 6-9 months, travel to regions as rollout widens.

Skills

Adviser experience

Regulatory knowledge

Change programme experience

Financial services

Job description

Advice Proposition Manager - Regulatory & Process Change Swindon (hybrid, 2-3 days on site) | Permanent | £95,000

A large UK financial advice business is about to start delivering a major change programme across its adviser network. The board has approved implementation, and they're building a permanent team to turn it into practical change for advisers on the ground.

The role

• Define new advice processes and the regulatory requirements behind them.
• Work with the programme team to shape supporting systems, adviser communications and contractual changes.
• Lead the rollout to advisers: explain what is changing and why, and help them adopt it.
• After the first 6-9 months, travel to the regions as the rollout widens.

What you'll bring

• Hands-on advice experience. Ideally you're a former adviser who has moved into proposition, process or regulatory work.
• A background in wealth, mortgages or platforms.
• Experience on large delivery or change programmes in a sizeable financial services firm.
• Regulatory knowledge you have actually applied, including FCA-facing work if possible.
• The credibility to stand in front of advisers and be taken seriously.

The detail

• Permanent role, with several hires planned.
• Based in Swindon, 2-3 days a week.