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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
Familiarise yourself with the latest trends in financial planning and investment products. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who can provide insights into the role and potentially refer you.
✨Tip Number 3
Brush up on your knowledge of regulatory changes, especially those related to Consumer Duty. Being well-versed in these topics will demonstrate your commitment to compliance and your proactive approach to the role.
✨Tip Number 4
Prepare to discuss your experience with managing multiple stakeholders. Think of examples where you've successfully collaborated across teams, as this is a key aspect of the Wealth Proposition Analyst 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 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 your understanding of financial planning and investment management, and how your background aligns with the responsibilities outlined in the job description.
Showcase Relevant Skills: Highlight your analytical, communication, and organisational skills in both your CV and cover letter. Provide specific examples of how you've successfully managed multiple stakeholders or contributed to strategic projects in previous roles.
Research the Company: Familiarise yourself with the wealth management firm’s services and recent developments in regulatory changes. This knowledge will help you demonstrate your interest in the company and the role during the application process.
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
As a Wealth Proposition Analyst, analytical skills are crucial. Prepare to discuss how you've used data to inform decisions or improve processes in previous roles. This will show your potential employer that you can contribute effectively to their strategic projects.
✨Familiarise Yourself with Regulatory Changes
Since the role involves supporting regulatory change initiatives, it’s important to be up-to-date with current regulations like Consumer Duty. Research recent changes and be ready to discuss how they impact financial planning and investment propositions.
✨Prepare for Collaborative Scenarios
This position requires working with various teams across the business. Think of examples where you've successfully collaborated with different stakeholders. Highlight your communication skills and ability to manage multiple relationships effectively.
