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- Tasks: Lead the development of client-focused propositions and oversee their lifecycle.
- Company: Join Succession Wealth, a leading independent financial planning firm in the UK since 2009.
- Benefits: Enjoy flexible working, competitive salary, generous leave, and health perks.
- Why this job: Shape client experiences and drive growth in a dynamic, inclusive culture.
- Qualifications: Bachelor's degree or relevant experience in business, finance, or project management required.
- Other info: Access to professional development, funded apprenticeships, and a diverse workplace.
The predicted salary is between 43200 - 72000 ÂŁ per year.
Join to apply for the Client Proposition Manager role at Succession Wealth. Field based working, aligned to any of our national office bases.
We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
Are you passionate about creating client-focused solutions that drive growth and loyalty? We’re looking for a dynamic and strategic Manager to join our Client Proposition Team. Reporting directly to the Head of Client Proposition, you’ll play a key role in shaping and delivering compelling, client-centric propositions that set Succession apart in the financial advice market. This is an exciting opportunity to influence the future of our client experience and contribute to our continued success.
The role…
Your role will be to support the management of the Succession propositions by contributing to the development and maintenance of effective, efficient, and compliant processes, guidance, tooling, and propositional oversight. You’ll play a key part in helping ensure our service offerings meet the needs of our target audiences and align with the company’s strategic goals. Working closely with your team and technical subject matter experts, you’ll help enable our planning community to deliver great client outcomes through our propositions and tools.
On a day to day basis you can expect to be:
- Leading the development and articulation of the proposition strategy in alignment with the company’s business goals and evolving client needs.
- Owning the tracking and reporting of KPIs to evaluate proposition performance.
- Overseeing the full proposition lifecycle, from ideation through launch, maintenance, and retirement.
- Championing a client-first mindset across proposition development and delivery.
- Providing leadership, coaching, and development to direct reports, fostering a collaborative, high-performance culture.
To be successful in the role you will need:
- Expert knowledge and understanding of Proposition development and product management.
- Bachelor's degree in a relevant field (e.g., Business, Finance, Economics, Project Management) or relevant professional qualifications (e.g., DipPFS); or equivalent industry experience.
- Demonstrated ability to lead and motivate others.
- A proven track record of successfully delivering and developing commercially successful propositions.
- To be client-centric and passionate about delivering exceptional value to clients.
What You Can Expect From Us…
- A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
- 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- ÂŁ450 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
- Support with cost of professional exams/study days.
- Charity Days.
- Company Events.
Support in achieving your career goals …
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
- Clear career pathways and endless internal job opportunities.
- Access to a huge range of free courses via our Learning Management system.
Our commitment to DE&I
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.
In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Client Proposition Manager employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Proposition Manager
✨Tip Number 1
Familiarise yourself with Succession Wealth's current client propositions and their unique selling points. Understanding what sets them apart in the financial advice market will help you articulate how you can contribute to enhancing these offerings.
✨Tip Number 2
Network with professionals in the financial planning and wealth management sectors. Engaging with industry peers can provide insights into the latest trends and challenges, which you can leverage during discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your experience in leading proposition development and product management. Be ready to share specific examples of how you've successfully delivered commercially viable propositions in the past.
✨Tip Number 4
Showcase your client-centric mindset by thinking about how you would enhance the client experience at Succession Wealth. Consider potential improvements or new ideas that align with their strategic goals and be prepared to present these during your interview.
We think you need these skills to ace Client Proposition Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Client Proposition Manager role. Tailor your application to highlight how your skills and experiences align with the job description.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience in proposition development and product management. Use specific examples to demonstrate your achievements and how they relate to the role at Succession Wealth.
Write a Tailored Cover Letter: In your cover letter, express your passion for client-centric solutions and how you can contribute to Succession Wealth's goals. Mention specific aspects of the company that resonate with you and why you want to be part of their team.
Highlight Your Leadership Skills: Since the role involves providing leadership and coaching, make sure to include examples of how you've successfully led teams or projects in the past. This will demonstrate your capability to foster a high-performance culture.
How to prepare for a job interview at Succession Wealth
✨Understand the Company and Its Values
Before your interview, take some time to research Succession Wealth. Familiarise yourself with their mission, values, and recent developments in the financial planning sector. This will help you align your answers with their goals and demonstrate your genuine interest in the company.
✨Showcase Your Proposition Development Experience
As a Client Proposition Manager, your experience in proposition development is crucial. Prepare specific examples of successful propositions you've developed or managed in the past. Highlight how these experiences can translate into success at Succession Wealth.
✨Prepare for Behavioural Questions
Expect questions that assess your leadership and client-centric approach. Use the STAR method (Situation, Task, Action, Result) to structure your responses. This will help you convey your thought process and the impact of your actions effectively.
✨Ask Insightful Questions
At the end of the interview, be ready to ask thoughtful questions about the role and the team. Inquire about the current challenges they face in proposition management or how they measure success in this position. This shows your proactive mindset and eagerness to contribute.
