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- Tasks: Support the design and implementation of advice processes and guidance.
- Company: Dynamic financial services firm focused on growth and innovation.
- Benefits: Competitive salary, remote work flexibility, and opportunities for professional development.
- Why this job: Join a team that shapes the future of financial advice and makes a real impact.
- Qualifications: Strong understanding of UK financial advice processes and experience in IFA environments.
- Other info: Collaborative culture with a focus on continuous improvement and career advancement.
The predicted salary is between 42000 - 84000 ÂŁ per year.
Advice Proposition Manager £60k 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 those 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—apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team and contributing to our mission.
✨Tip Number 4
Follow up after interviews with a thank-you email. It’s a simple yet effective way to leave a lasting impression. Mention something specific from your conversation to show you were engaged and are truly excited about the opportunity.
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. Mention specific experiences that demonstrate your understanding of compliance, efficiency, and client outcomes. We love a good story!
Showcase Your Communication Skills: Since excellent written communication is key for this role, 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!
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’s super easy to do!
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 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 or proposition development, and how it aligns with the role's requirements. This will help demonstrate your fit for the position.
✨Prepare for Stakeholder Questions
Since stakeholder management is key for this role, think about how you've collaborated with different departments in the past. Prepare examples that showcase your ability to work across compliance, operations, and product teams. This will illustrate your collaborative skills and adaptability.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. You may need to produce documentation or guidance materials, so being able to communicate effectively during the interview is crucial. Consider doing mock interviews with a friend to refine your verbal communication skills.
