Strategic Proposition & Governance Lead, Financial Planning

Forvis Mazars in the UK; City of Edinburgh; On-site; GBP 65,000 - 90,000; Full time

Job summary

Forvis Mazars in the UK is a leading professional services network providing audit, tax and advisory services. The Proposition Team governs our financial planning proposition, maintaining product panels, advice policies and governance frameworks while supporting advisers with research, guidance and tools to deliver high-quality client outcomes.

The Proposition & Governance Manager role ensures ongoing governance, oversight and scalability of adviser propositions, product panels, and related

Qualifications

• Strong understanding of retail financial products and adviser propositions.
• Good understanding of FCA regulation, Consumer Duty and PROD requirements.
• Ability to interpret technical information and communicate it clearly.

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 the firm's Consumer Duty and PROD requirements, including target market assessment, fair value considerations, consumer outcome monitoring and the identification and escalation of proposition-related risks.
• Provision of technical expertise and proposition guidance to advisers and stakeholders.
• Delivery of proposition training, communications and technical briefings.
• Management of key relationships with providers, industry stakeholders and business functions.
• Oversight and development of proposition and policy governance frameworks.
• Development and enhancement of adviser propositions and associated client solutions.
• Production of governance reporting, management information, committee papers and recommendations.

Skills

Governance

FCA regulation

Communication

Analytical skills

Stakeholder management

Job description

Forvis Mazars in the UK is a leading professional services network providing audit, tax and advisory services. The Proposition Team governs our financial planning proposition, maintaining product panels, advice policies and governance frameworks while supporting advisers with research, guidance and tools to deliver high-quality client outcomes.

The Proposition & Governance Manager role ensures ongoing governance, oversight and scalability of adviser propositions, product panels, and related