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For Companies At a Glance
- Tasks: Lead business change initiatives and enhance products and services for clients.
- Company: Evelyn Partners, a leader in UK wealth management with a focus on client needs.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact in financial services while developing your skills in a supportive environment.
- Qualifications: Strong communication skills, project experience, and knowledge of Microsoft Office tools.
- Other info: Join a diverse team committed to inclusion and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented Proposition Delivery Manager to join our team in Bracknell, which is responsible for identifying strategic and tactical changes to our products, services and pricing. You will take control of, and deliver elements of business change initiatives under the guidance of the Head of Proposition and Pricing. Your main responsibility is to ensure the successful, controlled delivery of the initiatives they identify or are allocated to. Activities include undertaking analysis, supporting design/configuration/testing, and leading training/stakeholder engagement communications.
This is a key role to help the business achieve its commercial strategic aims and you will work with stakeholders across the organisation to deliver enhancements and act as SMEs on change projects delivering changes to products & services. The role is based in Bracknell; travel to other Evelyn offices in the UK may also be required on an infrequent basis.
As Proposition Delivery Manager, your responsibilities will include among others:
- Provide the business support necessary to meet commercial strategy and business objectives, as required.
- Process all business in accordance with required processes & proactive pipeline management.
- Proactively develop and maintain effective relationships with clients, colleagues, and 3rd party firms.
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
- Prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to internal and external clients.
- Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations and maintain key product and service documents, including:
- Product & Service roadmap
- Revenue drivers roadmap
- Product and Proposition scope/target market documents
- Delivery plans
- Risk, issue, assumption, and decision logs; and
- Teams SharePoint site
Qualifications
To be successful in this role, you should:
- Strong interpersonal and communication skills, particularly verbal; Dispute resolution, stakeholder management
- Excellent numeracy skills
- Knowledge of and ability to use Microsoft Office (Word, PowerPoint, Excel), Visio, SharePoint, Skype and Project software
- Professional telephone manner along with excellent written communication skills; to have an eye for detail
- Experience working in a project environment, either as a Project team member, project administrator, or workstream lead
- Experience of working within highly regulated industries
Desired:
- Previous experience/knowledge of Financial Services - including Operational and/or adviser charging experience
- Excellent standard of Education, including Project Management and/or Financial Qualifications (for example PRINCE 2, Business Analytics)
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Proposition Delivery Manager in Bracknell employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Proposition Delivery Manager in Bracknell
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give us insider info about the company culture and what they really value in a Proposition Delivery Manager.
✨Tip Number 2
Prepare for the interview by understanding their products and services inside out. We should be ready to discuss how we can enhance their offerings and align with their commercial strategy. Show them we mean business!
✨Tip Number 3
Practice our communication skills! Since this role requires strong interpersonal abilities, let’s rehearse common interview questions and focus on articulating our thoughts clearly and confidently. It’s all about making a great impression!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows we’re genuinely interested in being part of the Evelyn Partners team.
We think you need these skills to ace Proposition Delivery Manager in Bracknell
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Proposition Delivery Manager role. Highlight your relevant experience in project management and stakeholder engagement, as these are key aspects of the job.
Showcase Your Communication Skills: Since strong interpersonal and written communication skills are crucial, give examples in your application that demonstrate how you've effectively communicated with clients or colleagues in the past.
Highlight Your Analytical Skills: As the role involves analysis and delivering business change initiatives, be sure to mention any experience you have with data analysis or process improvement. This will show us you're ready to take on the challenges of the position.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, dive deep into Evelyn Partners' values and services. Understand their approach to wealth management and how they empower clients. This will help you align your answers with their mission and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Proposition Delivery Manager, strong communication is key. Prepare examples of how you've effectively managed stakeholders or resolved disputes in the past. Practise articulating your thoughts clearly and confidently, as this will demonstrate your interpersonal skills.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities in a project environment. Think of specific situations where you've led change initiatives or improved processes. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, upcoming projects, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company culture aligns with your values.
