At a Glance
- 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.
- Other info: Be part of a newly formed team at a pivotal moment in its journey.
- 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.
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)
Join a leading digital consultancy that values innovation and collaboration, where you'll have the chance to work on high-profile projects for some of the UK's most recognised brands. With a strong emphasis on employee growth, a flexible hybrid working model, and an excellent benefits package, this role offers a rewarding environment for experienced Digital Project Managers looking to make a significant impact in their field.
StudySmarter Expert Advice🤫
We think this is how you could land Investments Advice Product Manager
✨Tap into Campus Networks
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We think you need these skills to ace Investments Advice Product Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Morson Edge (Technology).
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How to prepare for a job interview at Morson Edge (Technology)
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Morson Edge (Technology).
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✨Network with Industry Professionals
Before your interview, reach out to current or former Morson Edge (Technology) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
