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- Tasks: Support investment and financial planning proposition development and strategic projects.
- Company: Join a well-established wealth management firm with a strong reputation.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and great work-life balance.
- Why this job: This role offers a unique chance to shape services and advice standards in finance.
- Qualifications: Ideal for those with a background in paraplanning or client service; no formal qualifications needed.
- Other info: Collaborate across teams and manage multiple stakeholders in a dynamic environment.
The predicted salary is between 36000 - 54000 £ per year.
Location: London or Manchester (Hybrid working, with 2-3 days per week in office)
Are you looking to take your knowledge of financial planning or investment products in a new direction?
We’re supporting a well-established wealth management firm in the recruitment of a Wealth Management Proposition Analyst – a newly created role offering a unique opportunity to transition into the product and proposition space. You’ll support both investment and financial planning proposition development, playing a central role in shaping the firm’s services and advice standards.
The Role
This role supports both the Investment and Financial Planning Proposition Managers and will see you contribute to a range of strategic projects across the business. You’ll collaborate with teams across compliance, advice, and investment management to ensure propositions remain competitive, client-focused, and aligned with regulatory requirements.
Key responsibilities include:
- Supporting the review and development of financial planning and investment propositions (including pensions, protection, MPS and DPS)
- Assisting with maintaining advice standards and supporting regulatory change initiatives such as Consumer Duty
- Helping manage provider relationships and collating product and service MI
- Supporting the delivery of propositional change projects and tracking governance activity
- Contributing to improvements in advice collateral such as fact finds, suitability letters, and business submission standards
About You
This role would suit someone from a paraplanning, client service, or a proposition/product background, who is looking for a new challenge. You will need to demonstrate:
- A strong understanding of financial planning and/or investment management products
- Familiarity with advice processes, including suitability letters and fact finds
- An interest in regulatory change and proposition design
- Good analytical, communication, and organisational skills
- A collaborative approach and the ability to manage multiple stakeholders
Professional qualifications are not essential, but a solid working knowledge of the advice or investment environment is key.
Whats on offer:
- A chance to step into a central proposition role with clear career progression
- Exposure to both financial planning and investment services within a respected business
- Hybrid working model with flexibility and work-life balance
- Salary of up to £45,000 basic + bonus + benefits
Wealth Proposition Analyst employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Proposition Analyst
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with people who work in similar roles. This can help you gain insights into the position and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest regulatory changes affecting financial planning and investment products. Being knowledgeable about current trends will not only boost your confidence but also demonstrate your commitment to staying informed in the field.
✨Tip Number 3
Prepare to discuss your experience with financial planning and investment products in detail. Think of specific examples where you've contributed to projects or improved processes, as this will showcase your relevant skills during interviews.
✨Tip Number 4
Research StudySmarter and our values thoroughly. Understanding our mission and how we operate will allow you to tailor your conversations and show how you can contribute to our goals as a Wealth Proposition Analyst.
We think you need these skills to ace Wealth Proposition Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or investment products. Emphasise any roles where you've supported proposition development or worked with compliance and investment management teams.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Wealth Proposition Analyst role. Discuss how your background in paraplanning or client service aligns with the responsibilities of the position, and mention your interest in regulatory change and proposition design.
Showcase Analytical Skills: Provide examples in your application that demonstrate your analytical skills. Mention specific projects where you contributed to improvements in advice collateral or managed provider relationships, as these are key aspects of the role.
Highlight Collaborative Experience: Since the role requires collaboration with multiple stakeholders, include instances in your application where you've successfully worked in teams. This could be in previous jobs or projects where you liaised with different departments to achieve a common goal.
How to prepare for a job interview at BWD Search & Selection
✨Showcase Your Financial Knowledge
Make sure to highlight your understanding of financial planning and investment products during the interview. Be prepared to discuss specific examples from your experience that demonstrate your expertise in these areas.
✨Familiarise Yourself with Regulatory Changes
Since the role involves supporting regulatory change initiatives, it’s crucial to be up-to-date with current regulations like Consumer Duty. Research recent changes and be ready to discuss how they impact financial propositions.
✨Demonstrate Analytical Skills
Prepare to showcase your analytical abilities by discussing past projects where you had to analyse data or develop propositions. Use specific metrics or outcomes to illustrate your contributions and thought processes.
✨Emphasise Collaboration
This role requires working with multiple stakeholders, so be ready to share examples of how you've successfully collaborated in previous roles. Highlight your communication skills and ability to manage relationships effectively.