Advice Proposition Manager

Advice Proposition Manager - Financial Planning & Wealth

Location: London

Salary: £100,000 - £140,000 + exceptional pension + extensive benefits

Working Pattern: Hybrid (3 days in-office, 2 from home)

A leading UK wealth and investment management firm is hiring for a newly created Advice Proposition Manager role to own and evolve its suite of financial planning services. This is a critical position working across multiple departments to enhance the effectiveness, client experience, and regulatory strength of the firm's advice offering.

This firm is a trusted name in wealth management, offering integrated financial planning, tax advice, protection, and discretionary investment services. They operate with a strong client-first culture and a long-term focus, serving affluent and high-net-worth individuals across the UK.

You'll oversee a portfolio of advice propositions (pensions, ISAs, protection, offshore bonds), ensuring they are aligned to regulatory expectations (e.g., Consumer Duty, PROD), commercially sound, and delivering exceptional outcomes to clients.

This is a standalone position at first, but with high levels of internal visibility and a natural progression route into broader leadership.

Key Responsibilities:

• Ownership of all advice service propositions from design to delivery
• Leading regulatory governance (value assessments, target market reviews)
• Optimising the client journey and user experience
• Ensuring commercial competitiveness, pricing logic, and cost efficiency
• Collaborating with advice teams, compliance, marketing, and operations
• Acting as the internal subject matter expert on advice services and market dynamics

What You'll Bring:

• Background in advice proposition, financial planning, or product ownership
• Technical understanding of wealth management products (pensions, ISAs, bonds, protection)
• Strong knowledge of Consumer Duty, MiFID, COLL, and related FCA frameworks
• Excellent communication and stakeholder engagement skills
• Prior experience in a private bank or large national wealth manager is desirable

Benefits Include:

• Exceptional employer pension (non-contributory)
• Private medical cover (incl. family)
• Life assurance (4x salary), income protection, health screening
• Season ticket loan, virtual GP, gym subsidy, cycle-to-work scheme
• Personal development and career advancement pathways

This is a rare chance to step into a pivotal, strategic role at a firm committed to integrity, growth, and client satisfaction.