Wesleyan is seeking an Advice Optimisation Manager to lead strategic improvements across Wealth Advice, translating change into measurable outcomes. You'll work within a transformation programme to design and implement improvements that boost customer experience, adviser productivity and the value from tech investments.
The role requires collaboration with Advice, Operations, Risk, Technology and Data teams to embed changes across operating models, processes and journeys, while monitoring
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Hybrid Wealth Advice Optimisation Lead in Birmingham employer: Wesleyan Group
Wesleyan is an exceptional employer that prioritises the well-being and development of its employees while making a meaningful impact on vulnerable customers. With a strong focus on collaboration, innovation, and integrity, Wesleyan offers a flexible hybrid working model, competitive benefits including an annual bonus, generous holiday allowance, and opportunities for personal growth in a supportive and diverse culture. Located in Birmingham, employees enjoy the convenience of secure city centre parking and a commitment to work-life balance, making it an ideal place to thrive both professionally and personally.
