At a Glance
- Tasks: Lead transformation initiatives and optimise business performance in the Wealth Advice sector.
- Company: Wesleyan, a trusted financial services provider since 1841.
- Benefits: Up to £100,000 salary, annual bonus, 28 days holiday, and flexible hybrid working.
- Other info: Join a diverse culture that values collaboration and offers excellent career growth.
- Why this job: Make a real impact in shaping the future of financial advice and customer outcomes.
- Qualifications: Significant experience in business transformation and leadership within financial services.
The predicted salary is between 61816 - 75552 £ per year.
Senior Advice Optimisation Manager
Salary
Up to £100,000 + benefits
Location: Birmingham based – Open to candidates UK wide who are willing to travel to site as and when required
Shape Brighter Futures with Wesleyan
Established in 1841, Wesleyan help trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future.
Today, we’reproud to continue that mission with passion and purpose.
Ifyou’relooking for a role where yourexpertisemakes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’dlove to hear from you.
- Find out more about who we are: About Wesleyan
- Make a Difference in Advice & Distribution
The Senior Advice Optimisation Manager plays a pivotal leadership role in shaping the future of the Wealth Advice business, driving strategic optimisation, large-scale transformation and operating model evolution.
Acting as a trusted deputy to the Head of Adviser Model & Transformation, the role leads complex transformation portfolios, ensuring strategic priorities are effectively governed, aligned and delivered.
Through the successful execution of business change, the role delivers measurable improvements in commercial performance, customer outcomes, colleague experience and operational efficiency, while helping define and embed the long-term vision for Wealth Advice.
- Your Impact
- Strategic Leadership & Deputy Responsibilities
- Act as deputy for the Head of Adviser Model & Transformation and assume leadership responsibility during periods of absence.
- Represent the function in senior leadership meetings, governance forums and strategic planning discussions.
- Support department planning, budgeting, workforce planning and prioritisation decisions.
- Provide senior escalation support and decision making for complex initiatives.
- Drive alignment between transformation activity and corporate strategy.
- Business Optimisation
- Identify and sponsor opportunities that improve customer outcomes, business performance and operational efficiency.
- Lead reviews of customer and colleague journeys.
- Support the development of future-state operating models and service propositions.
- Oversee a portfolio of optimisation, business change and transformation initiatives.
- Establish governance, reporting and delivery standards.
- Monitor portfolio risks, dependencies, resources and benefits.
- People Leadership & Capability Development
- Coach and mentor colleagues across the transformation function.
- Support recruitment, succession planning and talent development.
- Build organisational capability in change management and continuous improvement.
- Stakeholder Management
- Build relationships with executive stakeholders, business leaders and subject matter experts.
- Facilitate workshops, steering groups and governance meetings.
- Influence strategic decisions and drive adoption of change.
- What You’ll Bring
- Significant experience leading business transformation, operational improvement or strategic change programmes.
- Extensive experience within Financial Services, Wealth Management, Financial Advice, Banking or other regulated environments.
- Proven success leading large-scale transformation portfolios and delivering measurable business benefits.
- Experience operating at senior management level and influencing executive stakeholders.
- Demonstrable experience acting as a senior leader, department lead, deputy or functional lead.
- Strong experience designing and implementing target operating models and organisational change.
- Experience leading cross-functional teams across Advice, Operations, Risk, Technology and Customer functions.
- Proven track record of delivering productivity, efficiency, cost reduction or customer experience improvements.
- Experience establishing governance frameworks, programme controls and benefits realisation processes.
- Strong people leadership, coaching and capability-development experience.
- Excellent strategic planning, prioritisation and stakeholder management capability.
- Strong analytical, commercial and problem-solving skills supported by the effective use of data and insight.
Benefits That Work for You
- We believe rewards should reflect the life you live. Here’swhat you can expect:
- Annual bonus to recognise your contribution.
- 28 days holiday (plus a culture day!) – rising to 30 days with service.
- Flexible hybrid working for better work-life balance.
- Company pension scheme – matched plus 2% (up to 10%).
- Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
- Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
- Enhanced family leave and two volunteering days to give back to causes you care about.
- Discover the full range of benefits: Wesleyan Careers Rewards
Why Wesleyan?
We’rebuilding a culture where everyone belongs.
Diversityisn’tjust a policy—it’spart of who we are.
Whatever your background, we want you to feel valued and empowered to thrive.
We’reproud supporters of the ABI Making Flexible Work campaign, which meanswe’reopen to discussing flexible working, job shares, and part-time options.
If you need reasonable adjustments during the recruitment process, just let us know—we’rehere to support you.
What to Know Before Applying
Right to Work: We’reunable to provide VISA sponsorship, soyou’llneed the legal right to live and work in the UK.
Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications—apply early to avoid disappointment.
Senior Advice Optimisation Manager in Birmingham employer: Wesleyan Financial Services Limited
Wesleyan Financial Services Limited is an attractive employer due to its supportive team culture and commitment to employee development. The company offers a hybrid working model, allowing for flexibility while fostering collaboration. Employees are encouraged to grow their careers in an environment that values their contributions and celebrates success.
Contact Details:
Wesleyan Financial Services Limited Recruitment Team
StudySmarter Expert Advice🤫
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