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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 UK leader in wealth management with a passionate team.
- 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.
- Other info: Diverse workplace with active employee resource groups and commitment to inclusion.
The predicted salary is between 36000 - 60000 £ per year.
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.
What will you be doing?
We’re seeking a talented Proposition Delivery Manager to join our team in London, 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 London; travel to other Evelyn offices in the UK may also be required on an infrequent basis.
Responsibilities
- 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, Teams SharePoint site.
Qualifications
- 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
- 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 employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Proposition Delivery Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Evelyn Partners. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show us how your skills align with their mission of providing top-notch financial advice.
✨Tip Number 3
Practice your communication skills. As a Proposition Delivery Manager, you'll need to engage with stakeholders effectively, so being articulate is key!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed and shows your enthusiasm for joining our team.
We think you need these skills to ace Proposition Delivery Manager
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 excellent written communication is crucial for this role, ensure your application is clear, concise, and free of errors. Use professional language but let your personality shine through!
Demonstrate Your Understanding of the Industry: Mention any experience or knowledge you have in financial services or regulated industries. This will show us that you understand the environment you'll be working in and can hit the ground running.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, dive deep into Evelyn Partners' services and values. Understand their approach to wealth management and how they empower clients. This knowledge will help you connect your experience as a Proposition Delivery Manager to their mission.
✨Showcase Your Communication Skills
As this role requires strong interpersonal skills, prepare examples that highlight your ability to communicate effectively with stakeholders. Think of times when you resolved disputes or led training sessions, and be ready to discuss these experiences.
✨Demonstrate Your Analytical Mindset
Since the role involves analysis and project management, come prepared with examples of how you've successfully managed projects or delivered business change initiatives. 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 they measure success in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
