Proposition Manager in Cheltenham

Proposition Manager in Cheltenham

Cheltenham Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support the SIPP team in delivering innovative pension propositions and ensuring compliance.
  • Company: Join a leading financial services firm with a focus on growth and customer satisfaction.
  • Benefits: Enjoy competitive salary, generous pension contributions, and extensive training opportunities.
  • Why this job: Make a real impact in the pensions market while developing your career in a dynamic environment.
  • Qualifications: Knowledge of HMRC and FCA rules, plus experience in managing pension products.
  • Other info: Hybrid working model with excellent benefits and career progression opportunities.

The predicted salary is between 36000 - 60000 £ per year.

We have an exciting opportunity for a Proposition Manager to join our SIPP team. The SIPP Business Area provides administration and trusteeship services to over 100,000 self-invested personal pension arrangements for members, both advised and non-advised, and have ambitious plans to grow our customer base. This role can be based in our Cheltenham or Glasgow offices working on a hybrid basis.

Responsibilities

  • Supporting the Head of SIPP Propositions in their delivery of Consumer Duty accountabilities, covering Consumer Duty outcomes for ‘Products and Services’, ‘Price and Value’ and ‘Consumer Understanding’.
  • Ensure existing and new propositions are designed and managed to meet the needs and objectives of customers within identified target markets, and that suitable proposition governance and processes and controls are maintained.
  • Develop and implement appropriate Investment Solutions to support BW and its key business partners, ensuring full integration with Proposition and Customer journeys.
  • Ensure appropriate Investment Governance and Oversight model is implemented and maintained for all Investment Solutions.
  • Maintaining an up-to-date awareness of changes to key competitor offerings and developments in the SIPP market, ensuring these are communicated to internal stakeholders.
  • Proactively keep up to date with FCA, DWP and HMRC changes, assessing the impact of changes and ensuring there is clear internal and external communication on the impact, providing training as needed.
  • Take ownership to resolve proposition and technical queries and support the Technical Committee with resolution of complex case referrals.

Qualifications

  • Thorough knowledge of HMRC and FCA rules as they apply to SIPPs.
  • Knowledge of the SIPP and SSAS marketplace is essential.
  • Knowledge of the wider pensions market is desirable.
  • Experience in developing and managing pension products and delivering to market in line with the business plan.
  • Self-starter, highly organised and able to work well with colleagues at all levels in the organisation.
  • Confident presenter and strong interpersonal skills are essential.
  • Strong interpersonal skills including the ability to influence upwards, support complex projects and plan for the longer term.

Benefits

  • Competitive discretionary annual bonus and salary review.
  • Generous pension scheme (we contribute 8%).
  • Funded training and professional development.
  • Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading.
  • A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to 50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts.

Proposition Manager in Cheltenham employer: LGBT Great

Join a forward-thinking company that prioritises employee growth and well-being, offering a competitive salary, generous pension contributions, and a comprehensive benefits package including private medical cover and a sports allowance. With a hybrid working model based in Cheltenham or Glasgow, we foster a collaborative work culture that encourages innovation and supports your professional development in the dynamic SIPP market.
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Contact Detail:

LGBT Great Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Proposition Manager in Cheltenham

✨Tip Number 1

Network like a pro! Reach out to people in the SIPP and pensions industry on LinkedIn. Join relevant groups and engage in discussions. You never know who might have the inside scoop on job openings or can refer you directly.

✨Tip Number 2

Prepare for interviews by researching the company and its competitors. Understand their products and services, especially in the SIPP space. This will help you tailor your answers and show that you're genuinely interested in the role.

✨Tip Number 3

Practice your presentation skills! As a Proposition Manager, you'll need to communicate complex ideas clearly. Grab a friend or family member and run through your pitch. The more comfortable you are, the better you'll perform in interviews.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.

We think you need these skills to ace Proposition Manager in Cheltenham

Consumer Duty Knowledge
Proposition Development
Investment Solutions Implementation
Investment Governance
Market Awareness
FCA Regulations Knowledge
HMRC Rules Knowledge
SIPP and SSAS Marketplace Knowledge
Pensions Market Understanding
Project Management
Interpersonal Skills
Presentation Skills
Organisational Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Proposition Manager role. Highlight your experience with SIPP and SSAS, and don’t forget to showcase your knowledge of HMRC and FCA rules. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your skills align with our goals at StudySmarter. Keep it engaging and personal – we love a bit of personality!

Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. Use numbers and examples to demonstrate how you've successfully developed and managed pension products in the past. We’re all about results!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at LGBT Great

✨Know Your Stuff

Make sure you brush up on your knowledge of HMRC and FCA rules as they apply to SIPPs. Familiarise yourself with the SIPP and SSAS marketplace, as well as any recent changes in the pensions market. This will show that you're not just interested in the role but are also proactive about staying informed.

✨Showcase Your Experience

Be ready to discuss your previous experience in developing and managing pension products. Prepare specific examples of how you've successfully delivered products to market and how those experiences align with the responsibilities of the Proposition Manager role.

✨Demonstrate Strong Interpersonal Skills

Since this role requires strong interpersonal skills, think of examples where you've influenced others or worked collaboratively on complex projects. Practise articulating these experiences clearly, as they'll be crucial in showcasing your fit for the team.

✨Prepare Questions

Have a few thoughtful questions ready to ask at the end of the interview. This could be about the company's future plans for the SIPP business area or how they measure success in this role. It shows your genuine interest and helps you assess if the company is the right fit for you.

Proposition Manager in Cheltenham
LGBT Great
Location: Cheltenham

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