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- Tasks: Lead the development of innovative wealth advice services and enhance customer experiences.
- Company: Join a dynamic team shaping the future of wealth management.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Why this job: Make a real impact on how wealth advice is delivered and evolve industry standards.
- Qualifications: Experience in UK wealth management and strong analytical skills required.
- Other info: Be part of a newly formed team at a pivotal moment in its journey.
The predicted salary is between 36000 - 60000 £ per year.
Are you ready to help shape the future of wealth advice? Our client is seeking an experienced Investments Advice Product Manager to join our newly formed Wealth Proposition Team. This is a high-impact contract role offering the opportunity to redefine how robust periodic product reviews, fair value assessments, and customer outcomes are delivered across our existing wealth and asset management offering—while also helping design the future wealth proposition.
About the Role
Reporting to the Advice Services Owner, you will support the development and ongoing management of wealth advice services and related wrappers, including wealth advice, tax advice, protection advice, pension products, ISAs, and asset management.
Key responsibilities include:
- Leading annual end-to-end product and service reviews, target market assessments, and fair value assessments in line with regulatory and internal governance requirements.
- Owning the end-to-end customer journey across wealth advice services, ensuring a best-in-class client experience.
- Working closely with client-facing operations and second-line teams to review, enhance, and document customer journeys.
- Keeping the Wealth Proposition team and wider business informed on market trends, competitor activity, and regulatory developments impacting wealth advice services.
- Understanding cost-to-serve and commercial drivers of each service, contributing to pricing and proposition recommendations.
- Partnering with data analytics colleagues to develop MI dashboards, maintain oversight of consumer outcomes, and build a data-led understanding of the customer base.
- Feeding review outcomes into relevant governance forums and being accountable for ensuring agreed actions and recommendations are delivered.
What We’re Looking For
- Solid recent experience developing and delivering advice services and financial planning products within the UK wealth management industry.
- Strong working knowledge of personal banking investor types and the products and services offered by UK wealth managers.
- A strong understanding of financial drivers, cost-to-serve, and commercial considerations across wealth management products and services.
- Proven experience developing and using MI dashboards to monitor consumer outcomes and support decision‑making.
- Excellent stakeholder management skills, with the ability to influence effectively and build strong relationships at all levels within Wealth plc and across the wider group.
- Strong understanding of regulatory requirements and industry best practice, including Consumer Duty, SDR, MiFID, COLL, IDD, and AIFMD.
- Experience presenting technical and non‑technical information clearly and confidently to senior audiences.
- Strong analytical capability, with confidence in interpreting data, drawing insights, and using evidence to support recommendations and decisions.
- A customer‑focused mindset with a passion for delivering good customer outcomes.
Why Join?
This is a rare opportunity to join a newly formed team at a critical point in its evolution—helping shape how wealth advice services are delivered today, while influencing the future direction of the wealth proposition.
Investments Advice Product Manager employer: Morson Edge (Technology)
Contact Detail:
Morson Edge (Technology) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investments Advice Product Manager
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management industry, especially those who work in roles similar to the Investments Advice Product Manager. Use LinkedIn to connect and engage with them—ask for informational interviews to learn more about their experiences and insights.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or case studies that highlight your experience in developing and delivering advice services. This will not only demonstrate your skills but also give you something tangible to discuss during interviews.
✨Tip Number 3
Stay updated on market trends! Regularly read up on the latest developments in wealth management and regulatory changes. This knowledge will help you speak confidently about how you can contribute to the Wealth Proposition Team.
✨Tip Number 4
Apply through our website! We want to see your application directly, so make sure to submit it through StudySmarter. This way, we can keep track of your application and ensure it gets the attention it deserves.
We think you need these skills to ace Investments Advice Product Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Investments Advice Product Manager. Highlight your experience in developing and delivering advice services, and don’t forget to mention any relevant regulatory knowledge you have!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills align with the responsibilities outlined in the job description. Keep it engaging and personal!
Showcase Your Analytical Skills: Since this role involves a lot of data interpretation, be sure to include examples of how you've used MI dashboards or similar tools in your previous roles. We want to see your analytical prowess in action!
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 get you on board with our exciting team!
How to prepare for a job interview at Morson Edge (Technology)
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management products and services. Understand the key regulatory frameworks like Consumer Duty and MiFID, as well as the latest market trends. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Analytical Skills
Be prepared to discuss how you've used data analytics in previous roles. Bring examples of MI dashboards you've developed or worked with, and be ready to explain how these tools have influenced decision-making. This will demonstrate your analytical capability and your understanding of consumer outcomes.
✨Engage with Stakeholders
Highlight your experience in stakeholder management. Think of specific instances where you've influenced decisions or built strong relationships. This is crucial for the role, so showing that you can effectively communicate with various levels within an organisation will set you apart.
✨Customer-Centric Mindset
Prepare to discuss how you've prioritised customer outcomes in your previous roles. Share examples of how you've enhanced customer journeys or improved service delivery. This will resonate well with the company's focus on delivering a best-in-class client experience.