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For Companies At a Glance
- Tasks: Lead the development of innovative wealth advice services and enhance customer experiences.
- Company: Join a forward-thinking firm shaping the future of wealth management.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Why this job: Make a real impact in a newly formed team at a pivotal moment.
- Qualifications: Experience in UK wealth management and strong analytical skills required.
- Other info: Be part of a diverse team committed to excellent customer outcomes.
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 Advice Services 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.
Advice Services Manager (Wealth Investment Management) in Ilford employer: Morson Edge
Contact Detail:
Morson Edge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Services Manager (Wealth Investment Management) in Ilford
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its wealth proposition team. Understand their current offerings and think about how your experience aligns with their goals. This will help you stand out as a candidate who’s genuinely interested.
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you've used data to drive decisions in previous roles. Bring examples of MI dashboards or consumer outcomes you've influenced to the table during 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 engage directly with us.
We think you need these skills to ace Advice Services Manager (Wealth Investment Management) in Ilford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Advice Services Manager. Highlight your experience in wealth management and any relevant projects you've led. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about shaping the future of wealth advice. Share specific examples of how you've delivered excellent customer outcomes in the past.
Showcase Your Analytical Skills: Since this role involves a lot of data interpretation, make sure to mention your experience with MI dashboards and how you've used data to drive decisions. We love seeing candidates who can back up their recommendations with solid evidence!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Morson Edge
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management products and services. Understand the latest regulatory requirements and industry best practices, like Consumer Duty and MiFID. This will show that you're not just familiar with the role but also passionate about delivering excellent customer outcomes.
✨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 used to monitor consumer outcomes. This will demonstrate your ability to interpret data and make evidence-based recommendations, which is crucial for this position.
✨Engage with Stakeholders
Think about how you've managed relationships with stakeholders in the past. Be ready to share specific examples of how you've influenced decisions and built strong connections. This will highlight your stakeholder management skills, which are key for the Advice Services Manager role.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific situations related to product reviews or customer journeys. Practise articulating your thought process and decision-making strategies. This will help you convey your customer-focused mindset and your approach to ensuring a best-in-class client experience.
