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For Companies At a Glance
- Tasks: Lead the development and governance of our platform, ensuring great customer outcomes.
- Company: Join 7IM, a forward-thinking financial services firm focused on delivering value to clients.
- Benefits: Enjoy a hybrid work model with occasional travel and opportunities for professional growth.
- Why this job: Make a real impact in the financial sector while collaborating with diverse stakeholders.
- Qualifications: Experience in financial services is a plus; strong communication and strategic thinking skills are essential.
- Other info: Embrace flexibility and innovation in a dynamic work environment.
The predicted salary is between 48000 - 72000 £ per year.
Reporting to the Head of Platform, this role will lead and manage the development of the proposition and the governance and oversight of the platform within 7IM.
The role will face off to a variety of stakeholders:
- Our Clients – Financial Advisers and their businesses who use the platform
- Key partners to the platform
- Internal 7IM teams to support oversight of the platform proposition and development of the proposition
Purpose
Whilst the role will be hybrid-based, it will require some client and provider engagement, and as such, occasional UK travel may be required.
About You
Responsibilities
- Delivering good customer outcomes and fair value – leading on oversight and reporting on our Consumer Duty outcomes, ensuring we are monitoring data, taking action where required and continually reviewing the outcomes for customers and assessing fair value.
- Understanding our corporate strategy, the wider market environment and our client needs to define a prioritised proposition roadmap for the 7IM Platform.
- Developing business cases for key propositional developments, identifying target markets, and outcomes for that proposition.
- Engaging with key internal stakeholders to build a consensus to deliver the roadmap.
- Working collaboratively with the Transformation Team and other key stakeholders to input requirements and shape the deliveries.
- Build and maintain relationships with key third-party providers (DFM and Pension/Bond Providers) supported on platform and define the engagement model.
- Other, as reasonably required by your line manager and 7IM.
- In this role, it\’s essential that you consistently follow the FCA\’s Consumer Duty principles. You\’re expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.
About Us
Knowledge
- Knowledge of the UK platform market, including the regulatory environment.
- Knowledge of platform administration, including tax wrappers.
- Experience of retail investments and investment management (including operational knowledge) would be advantageous.
- Understanding of the advice process and advisory market in the UK.
- Relevant regulation and policy knowledge, in particular Consumer Duty.
Qualifications
- Relevant Financial Services qualifications are useful but not essential.
Skills/Other relevant information
- Understand the business strategy and collaborate with the business to accomplish this strategy.
- Excellent communication skills and interpersonal skills to effectively collaborate within the business and with Adviser Firms, and key product providers.
- Ability to create a prioritised roadmap of change.
- Strong commercial awareness, ability to think strategically.
- Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service.
- Written skills, in order to clearly, concisely and thoroughly present information to clients, wealth managers, regional platform relationship managers and their teams.
- Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with clients, wealth managers and colleagues across the company.
- Planning and organising skills to maximise the efficiency of operation and service, including prioritising appropriately.
- Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices.
- Resilience in order to manage conflicting priorities and demands, ambiguity.
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Head of Platform Proposition & Governance employer: Seven Investment Management LLP
Contact Detail:
Seven Investment Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Platform Proposition & Governance
✨Tip Number 1
Familiarize yourself with the UK platform market and regulatory environment. Understanding the nuances of Consumer Duty principles will be crucial, so make sure you can discuss how these impact customer outcomes.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved with platform administration and investment management. Building relationships with key stakeholders can give you insights into the role and help you stand out.
✨Tip Number 3
Prepare to discuss your experience in developing business cases and prioritizing propositions. Be ready to share examples of how you've successfully engaged with internal teams and third-party providers in previous roles.
✨Tip Number 4
Showcase your strategic thinking and commercial awareness during discussions. Highlight any past experiences where you've had to balance conflicting priorities while maintaining a focus on delivering excellent customer outcomes.
We think you need these skills to ace Head of Platform Proposition & Governance
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Head of Platform Proposition & Governance role. Understand the key responsibilities and required skills, especially around customer outcomes and governance.
Tailor Your CV: Customize your CV to highlight relevant experience in platform management, financial services, and stakeholder engagement. Emphasize your understanding of the UK platform market and any experience with Consumer Duty principles.
Craft a Compelling Cover Letter: Write a cover letter that clearly articulates your passion for the role and how your background aligns with the responsibilities outlined. Mention specific examples of how you've delivered good customer outcomes and managed stakeholder relationships.
Showcase Your Communication Skills: In your application, demonstrate your excellent written communication skills. Use clear and concise language to present your ideas, as this is crucial for the role's requirement to communicate effectively with clients and internal teams.
How to prepare for a job interview at Seven Investment Management LLP
✨Understand the Platform Market
Make sure you have a solid grasp of the UK platform market and its regulatory environment. Be prepared to discuss how your knowledge can help 7IM navigate challenges and seize opportunities in this space.
✨Demonstrate Stakeholder Engagement Skills
Since this role involves engaging with various stakeholders, be ready to share examples of how you've successfully built relationships in the past. Highlight your communication skills and ability to collaborate effectively with clients and internal teams.
✨Showcase Your Strategic Thinking
Prepare to discuss how you would create a prioritised roadmap for the platform proposition. Think about how you can align this roadmap with the corporate strategy and client needs, and be ready to present your ideas clearly.
✨Emphasize Customer Outcomes
Given the focus on delivering good customer outcomes and fair value, come equipped with examples of how you've monitored and improved customer experiences in previous roles. Show that you understand the importance of the FCA's Consumer Duty principles.
