At a Glance
- Tasks: Lead the development of innovative financial propositions that enhance client experiences.
- Company: Join Succession Wealth, a top UK Financial Advisory firm with a focus on growth.
- Benefits: Enjoy competitive salary, flexible working, and extensive health benefits.
- Other info: Access to career growth opportunities and professional development support.
- Why this job: Be part of a transformative journey in the financial advice market.
- Qualifications: Experience in proposition development and strong stakeholder management skills required.
The predicted salary is between 50000 - 65000 £ per year.
Home based with links to any of our UK offices. Succession Wealth are one of the UK’s leading Financial Advisory firms and a wholly owned subsidiary of Aviva. Our Wealth Advisors and support teams provide a high quality, holistic financial advice service, helping clients from all walks of life to achieve their financial goals. Now is an exciting and transformative time for us here at Succession as we prepare our business for a phase of planned strategic growth. All across Succession our teams are working on projects to transform processes and put in place structures that will support our growth strategy.
The Opportunity … We’re seeking a strategic and commercially minded Future Proposition Manager to support the development and delivery of future propositions that drive growth, enhance client experience and differentiate us in the financial advice market. This role focuses on turning strategy into action—leading workstreams, managing proposition development and ensuring propositions are delivered with operational excellence.
What You’ll Be Doing
- Translating strategic direction into clear project plans and deliverables
- Leading the development, validation and launch of new propositions
- Managing proposition roadmaps and prioritisation
- Conducting market and competitor analysis to inform decision‑making
- Championing a customer‑centric approach and improving client journeys
- Working cross‑functionally across Advice, Operations, Risk & Compliance, L&D and Finance
- Ensuring propositions meet regulatory and governance requirements
- Tracking KPIs and business case outcomes
You …
- Significant experience in proposition development, product or change management within financial services
- Strong understanding of the financial advice / wealth management market
- Proven track record of delivering innovative, commercially successful propositions
- Strategic, analytical and results‑driven
- Highly collaborative with strong stakeholder management skills
What You Can Expect From Us
- A competitive basic salary, annual pay reviews and performance linked increases
- 25 days Annual leave increasing with service, plus bank holidays and additional days for Christmas closure
- Excellent company pension scheme with a generous employer contribution
- Agile and family friendly working arrangements to allow for a great work/life balance
- Company sick pay
- Enhanced maternity, paternity and adoption pay
- Up to 40% discount on Aviva Insurance & Investment products
- £450 towards the purchase of home office equipment
- Group Life Assurance Scheme: 8 x salary
- Access to our Benefit Hub; discounts on shopping, dining out, holidays and lots more
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening
- Charity Days
- Company Events
- Support in achieving your career goals
- Sponsorship for relevant professional exams and study leave
- Access to funded apprenticeships in a range of topics, such as leadership & management
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams
- Clear career pathways and internal job opportunities
- Access to a range of free courses via our Learning Management system
Future Propositions Manager in Birmingham employer: Succession Wealth
At Succession Wealth, we pride ourselves on being a leading financial advisory firm that values innovation and collaboration. Our home-based role as a Future Propositions Manager offers an excellent salary and benefits package, alongside a supportive work culture that prioritises work/life balance and employee growth. With access to professional development opportunities and a commitment to enhancing client experiences, we are dedicated to fostering a rewarding environment for our team members as we embark on an exciting phase of strategic growth.
StudySmarter Expert Advice🤫
We think this is how you could land Future Propositions Manager in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Succession Wealth. A friendly chat can open doors and give you insights that might just help you land that Future Propositions Manager role.
✨Tip Number 2
Prepare for interviews by knowing your stuff! Research Succession's recent projects and their approach to client experience. This will show you're genuinely interested and ready to contribute to their growth strategy.
✨Tip Number 3
Showcase your skills! Bring examples of your past successes in proposition development or change management to the table. We want to see how you've turned strategy into action and delivered results.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re keen on joining our team and ready to dive into the exciting opportunities we have at Succession.
We think you need these skills to ace Future Propositions Manager in Birmingham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in proposition development and financial services. We want to see how your skills align with the Future Propositions Manager role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Strategic Mindset:In your application, emphasise your strategic thinking and analytical skills. We’re looking for someone who can turn strategy into action, so share examples of how you've successfully managed projects or developed propositions in the past.
Highlight Collaboration Skills:Since this role involves working cross-functionally, it’s important to demonstrate your collaborative approach. Mention any experiences where you’ve worked with different teams or stakeholders to achieve a common goal—this will show us you’re a team player!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at Succession!
How to prepare for a job interview at Succession Wealth
✨Know Your Propositions
Before the interview, dive deep into Succession Wealth's current propositions and any recent developments in the financial advisory market. This will not only show your genuine interest but also help you articulate how your experience aligns with their strategic goals.
✨Showcase Your Strategic Mindset
Prepare examples from your past where you've successfully translated strategy into action. Highlight your experience in managing proposition development and how you've led teams to deliver innovative solutions that drive growth.
✨Understand the Client Journey
Familiarise yourself with customer-centric approaches in financial services. Be ready to discuss how you can enhance client experiences and improve journeys, as this is crucial for the Future Propositions Manager role.
✨Engage with Stakeholders
Demonstrate your collaborative skills by preparing to discuss how you've worked cross-functionally in previous roles. Share specific instances where you've managed stakeholder relationships effectively to achieve successful outcomes.
