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- Tasks: Lead business change initiatives and enhance products and services.
- Company: Evelyn Partners, a leader in wealth management with a focus on client needs.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact in a dynamic environment while supporting clients' financial goals.
- Qualifications: Strong communication skills, project experience, and knowledge of financial services preferred.
- Other info: Join a diverse team committed to inclusion and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
We are seeking a talented Proposition Delivery Manager to join our team in Bracknell, which is responsible for identifying strategic and tactical changes to our products, services and pricing. You will take control of, and deliver elements of business change initiatives under the guidance of the Head of Proposition and Pricing.
Your main responsibility is to ensure the successful, controlled delivery of the initiatives you identify or are allocated to. Activities include undertaking analysis, supporting design/configuration/testing, and leading training/stakeholder engagement communications. This is a key role to help the business achieve its commercial strategic aims and you will work with stakeholders across the organisation to deliver enhancements and act as SMEs on change projects delivering changes to products & services. The role is based in Bracknell; travel to other Evelyn offices in the UK may also be required on an infrequent basis.
Responsibilities
- Provide the business support necessary to meet commercial strategy and business objectives, as required.
- Process all business in accordance with required processes & proactive pipeline management.
- Proactively develop and maintain effective relationships with clients, colleagues, and 3rd party firms.
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
- Prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to internal and external clients.
- Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations and maintain key product and service documents, including Product & Service roadmap, revenue drivers roadmap, Product and Proposition scope/target market documents, delivery plans, risk, issue, assumption, and decision logs; and Teams SharePoint site.
Qualifications
- Strong interpersonal and communication skills, particularly verbal; dispute resolution, stakeholder management.
- Excellent numeracy skills.
- Knowledge of and ability to use Microsoft Office (Word, PowerPoint, Excel), Visio, SharePoint, Skype and Project software.
- Professional telephone manner along with excellent written communication skills; to have an eye for detail.
- Experience working in a project environment, either as a Project team member, project administrator, or workstream lead.
- Experience of working within highly regulated industries.
Desired
- Previous experience / knowledge of Financial Services – including Operational and/or adviser charging experience.
- Excellent standard of Education, including Project Management and/or Financial Qualifications (e.g. PRINCE 2, Business Analytics).
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Proposition Delivery Manager in Bracknell employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Proposition Delivery Manager in Bracknell
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by researching common questions for Proposition Delivery Managers. We should also think about how our past experiences align with their needs, especially in project management and stakeholder engagement.
✨Tip Number 3
Showcase our communication skills! During interviews, we can demonstrate our ability to explain complex ideas clearly. This is key for a role that involves engaging with various stakeholders.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, we can keep track of our application status easily.
We think you need these skills to ace Proposition Delivery Manager in Bracknell
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Proposition Delivery Manager role. Highlight relevant experience and skills that match the job description, especially in project management and stakeholder engagement.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with Evelyn Partners' mission. Keep it concise but impactful.
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your written application reflects your ability to convey ideas clearly. Pay attention to grammar and structure – it shows you care!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you receive updates directly from us!
How to prepare for a job interview at SW Group
✨Know Your Stuff
Before the interview, dive deep into Evelyn Partners' values and services. Understand their approach to wealth management and how they empower clients. This knowledge will help you connect your experience as a Proposition Delivery Manager to their mission.
✨Showcase Your Communication Skills
As this role requires strong interpersonal skills, prepare examples that highlight your ability to manage stakeholders and resolve disputes. Practise articulating your thoughts clearly and confidently, as effective communication is key in this position.
✨Demonstrate Your Project Management Experience
Be ready to discuss your previous project management roles, especially in regulated environments. Highlight specific projects where you successfully delivered change initiatives, focusing on your analytical skills and how you engaged with stakeholders throughout the process.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's strategic goals and how the Proposition Delivery Manager role fits into them. This shows your genuine interest in the position and helps you assess if the company aligns with your career aspirations.
