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- Tasks: Lead the design and implementation of advice processes to enhance client offerings.
- Company: Dynamic financial services firm focused on innovation and compliance.
- Benefits: Competitive salary, remote work flexibility, and opportunities for professional growth.
- Why this job: Shape the future of financial advice while ensuring compliance and efficiency.
- Qualifications: Experience in financial advice processes and strong stakeholder management skills.
- Other info: Join a collaborative team dedicated to improving client outcomes and business efficiency.
The predicted salary is between 48000 - 72000 ÂŁ per year.
Advice Proposition Manager
ÂŁ60k
Homebased
Due to growth and acquisitions, my client is currently looking for an Advice Proposition Manager to join their business.
The core aim is to support the Head of Advice in the delivery and maintenance of advice process, advice guidance.
Role Purpose
- Support delivery of design, build and implement Advice journey process and guidance
- Support delivery of the Advice Proposition (Advised client offering and associated product solutions)
- Support the creation, delivery, maintenance and improvements of the advice guidance, and advice processes to streamline workflow, enhance overall productivity and increase accuracy and enabling the provision of compliant advice, ensuring this evolves in face of changing client requirements and the regulatory framework we operate within, to support delivery of the “one business” strategic pillar.
- Support delivery of a robust advice proposition, including our underlying panel of products and funds and work within governance framework, delivering reporting as required.
- Support developing, implementing and resourcing support structure to ensure advisers and colleagues have adequate escalation points by way of centralised mailbox operated by Advice process and Technical SMEs.
- Work with Financial Planners, compliance, propositions and the product governance committee to ensure processes meet the needs of the client, responding to feedback from the FCA, complaint root cause analysis and changes to the advice environment, client needs and regulatory factors.
- Consider the long-term strategy and business goals to create further enhancements and ensure advice and operational processes align with this.
- Support the business’s change agenda and help ensure change is effectively managed with key stakeholders across the business.
- Collaborate with other departments to ensure seamless integration of processes into broader company initiatives and to support the use of AI and robotic automation to improve business efficiency.
Essential
- Strong understanding of UK financial advice processes, including FCA regulatory requirements, suitability rules, and advice documentation standards.
- Experience working as an IFA or within an IFA environment—ideally with exposure to advice process or proposition development.
- Proven ability to design, document, and refine advice processes or frameworks that drive compliance, efficiency, and good client outcomes.
- Analytical mindset with the ability to interpret MI (management information), identify trends, and recommend practical improvements.
- Strong stakeholder management skills, with the ability to collaborate across compliance, operations, product, and adviser networks.
- Excellent written and verbal communication skills—able to produce clear, precise, and professional documentation and guidance materials.
- Strong organisational and project management capabilities, including managing multiple priorities in a fast-moving regulatory environment.
- Ideally Level 4 qualified.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
Advice Proposition Manager employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Proposition Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector and let them know you're on the hunt for an Advice Proposition Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and advice processes. We recommend creating a cheat sheet of key points to discuss, so you can confidently showcase your expertise when it comes to compliance and client outcomes.
✨Tip Number 3
Don’t just apply anywhere—focus on companies that align with your values and career goals. Use our website to find roles that excite you and match your skills, ensuring you’re not just another application in the pile.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Advice Proposition Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Advice Proposition Manager. Highlight your experience with UK financial advice processes and any relevant qualifications. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've designed or improved advice processes in the past. We love a good story that showcases your skills!
Showcase Your Communication Skills: Since excellent written communication is key for this position, make sure your application is clear and professional. We appreciate well-structured documents that are easy to read. Don't forget to proofread for any typos or errors!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you have a solid understanding of UK financial advice processes and FCA regulations. Brush up on suitability rules and advice documentation standards, as these will likely come up in conversation. Being able to discuss these topics confidently will show that you're well-prepared and knowledgeable.
✨Showcase Your Experience
Be ready to share specific examples from your past roles, especially if you've worked as an IFA or in an IFA environment. Highlight any experience you have with advice process development or proposition management. This will help demonstrate your practical knowledge and how it aligns with the role.
✨Communicate Clearly
Since excellent written and verbal communication skills are essential for this role, practice articulating your thoughts clearly. Prepare to explain complex concepts in simple terms, as you'll need to produce clear documentation and guidance materials. Consider doing mock interviews to refine your delivery.
✨Engage with Stakeholders
Prepare to discuss how you've successfully collaborated with various stakeholders in previous roles. Think about times when you worked with compliance, operations, or product teams to enhance processes. Showing that you can manage relationships effectively will be key to demonstrating your fit for the position.
