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For Companies At a Glance
- 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: Work collaboratively 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 individuals who are already working in similar roles. This can provide you with insights into the position and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest regulatory changes affecting financial planning and investment products. Being knowledgeable about current trends and regulations will demonstrate your commitment to the role and help you stand out during discussions.
✨Tip Number 3
Prepare to discuss specific examples of how you've contributed to proposition development or managed stakeholder relationships in your previous roles. This will showcase your relevant experience and ability to handle the responsibilities outlined in the job description.
✨Tip Number 4
Research the company’s existing financial planning and investment propositions. Understanding their current offerings will allow you to suggest improvements or new ideas during interviews, showing that you're proactive and genuinely interested in the role.
We think you need these skills to ace Wealth Proposition Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning or investment products. Emphasise any relevant roles, particularly those involving paraplanning or client service, and showcase your analytical and communication skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Wealth Proposition Analyst role. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your understanding of advice processes and regulatory changes.
Highlight Relevant Experience: When detailing your work history, focus on specific projects or tasks that demonstrate your familiarity with financial planning and investment management products. Use quantifiable achievements to illustrate your impact in previous roles.
Showcase Your Collaborative Skills: Since the role involves working with multiple stakeholders, provide examples of how you've successfully collaborated with teams in the past. This could include cross-departmental projects or initiatives where you contributed to improving processes or standards.
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.
✨Demonstrate Analytical Skills
Since the role requires strong analytical abilities, be ready to discuss how you've used data to inform decisions or improve processes in previous roles. Consider bringing examples of reports or analyses you've conducted.
✨Prepare for Regulatory Discussions
Familiarise yourself with current regulatory changes affecting the wealth management sector, such as Consumer Duty. Be prepared to discuss how these changes impact proposition design and client service.
✨Emphasise Collaboration Experience
This role involves working with multiple stakeholders, so be sure to share examples of how you've successfully collaborated with different teams in the past. Highlight your communication skills and ability to manage relationships effectively.
