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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 work in similar roles. This can provide you with insights into the company culture and expectations, as well as potential 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. Highlighting your relevant experience will show that you can hit the ground running in this new position.
✨Tip Number 4
Research the firm’s existing propositions and identify areas for improvement. Coming to the interview with thoughtful suggestions can showcase your analytical skills and proactive approach, making a strong impression on the hiring team.
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 changes and proposition design.
Highlight Relevant Skills: Clearly outline your analytical, communication, and organisational skills in your application. Provide examples of how you've successfully managed multiple stakeholders or contributed to strategic projects in previous roles.
Showcase Your Knowledge: Demonstrate your understanding of financial planning and investment management products. Mention any specific experience you have with advice processes, suitability letters, or fact finds to show you're well-versed in the industry.
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 Regulatory Awareness
Since the role involves supporting regulatory change initiatives, it's crucial to show your familiarity with current regulations and how they impact financial propositions. Brush up on recent changes like Consumer Duty and be ready to discuss their implications.
✨Emphasise Collaboration Skills
This position requires working closely with various teams. Share examples of past experiences where you successfully collaborated with different stakeholders, showcasing your ability to manage relationships and drive projects forward.
✨Prepare for Analytical Questions
Given the analytical nature of the role, expect questions that assess your problem-solving skills. Prepare to discuss how you've used data to inform decisions or improve processes in previous roles, particularly in relation to financial propositions.
