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- Tasks: Lead and enhance financial planning services for a top wealth management firm.
- Company: Join a trusted UK firm known for client-first culture and integrated financial solutions.
- Benefits: Enjoy hybrid work, exceptional pension, private medical cover, and personal development opportunities.
- Why this job: Be part of a strategic role with high visibility and potential for leadership growth.
- Qualifications: Experience in financial planning or product ownership; knowledge of regulatory frameworks is essential.
- Other info: This is a standalone position with a clear path to broader leadership roles.
The predicted salary is between 80000 - 120000 £ per year.
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
- 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
- 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.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Proposition Manager
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with individuals who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest regulatory frameworks such as Consumer Duty and MiFID. Understanding these regulations will not only enhance your knowledge but also demonstrate your commitment to compliance and client care during interviews.
✨Tip Number 3
Prepare to discuss your experience with financial planning products like pensions and ISAs. Be ready to share specific examples of how you've optimised client journeys or improved service propositions in previous roles.
✨Tip Number 4
Showcase your communication and stakeholder engagement skills. Think of instances where you've successfully collaborated with different teams or departments, as this role requires strong cross-functional teamwork.
We think you need these skills to ace Advice Proposition Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in advice proposition management and financial planning. Use specific examples that demonstrate your understanding of wealth management products and regulatory frameworks.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Discuss how your background aligns with their client-first culture and your vision for enhancing their advice services.
Highlight Regulatory Knowledge: Emphasise your knowledge of Consumer Duty, MiFID, and other FCA frameworks in your application. This will show that you understand the regulatory landscape and can navigate it effectively.
Showcase Collaboration Skills: Since the role involves working across multiple departments, provide examples of past experiences where you successfully collaborated with teams such as compliance, marketing, or operations to achieve common goals.
How to prepare for a job interview at mbf
✨Understand the Role Thoroughly
Make sure you have a deep understanding of the Advice Proposition Manager role. Familiarise yourself with the key responsibilities, especially around regulatory governance and client experience. This will help you articulate how your background aligns with their needs.
✨Showcase Your Technical Knowledge
Be prepared to discuss your technical understanding of wealth management products like pensions, ISAs, and bonds. Highlight any relevant experience you have with regulatory frameworks such as Consumer Duty and MiFID, as this is crucial for the position.
✨Demonstrate Stakeholder Engagement Skills
Since the role involves collaboration across multiple departments, be ready to provide examples of how you've successfully engaged with stakeholders in the past. This could include working with compliance, marketing, or operations teams.
✨Prepare Questions About the Company Culture
Given the firm's strong client-first culture, prepare insightful questions about how they maintain this ethos. This shows your genuine interest in their values and helps you assess if it's the right fit for you.
