Proposition Executive in Portsmouth

Wren Sterling is a leading independent financial planning business with offices across the UK. Specialising in savings, investments, retirement planning, and business financial advice, Wren Sterling is committed to creating better financial futures for clients and their families. By simplifying complex financial matters, developing tailored financial plans, and fostering long-term relationships, we provide clarity, confidence, and control over financial decisions to achieve personal and professional goals.

To assist in the implementation, analysis and updating of Wren Sterling’s client proposition, monitor emerging market trends in the financial advice sector and provide market commentary to the Proposition Specialist and wider business, to ensure our client proposition remains market leading. The job holder will also be responsible for monitoring and analysing client & proposition data, client feedback, and internal feedback, to ensure our proposition continues to meet the demands and needs of our growing client book. The job holder will be responsible for analysing data and interpreting/summarising it to help the Proposition team make decisions and support with strategic projects.

• Analyse and monitor market trends, including keeping up to date with competitor movements and providing recommendations for developments / changes required by Wren Sterling to meet emerging trends, including the appropriate adoption of technology developments.
• Provide a weekly summary of Market Movements and identify any impact to the Wren Proposition.
• Maintain Proposition documentation and ensuring it is updated with required enhancements / changes.
• Monitor and analyse proposition, client, and internal feedback. Provide a summary to the Proposition Specialist and Head of Proposition.
• Support with updating Governance packs for our Building Societies and Partnerships, to ensure we provide up to date information.
• Ensure proposition developments and ongoing Governance meets regulatory requirements.
• Participate and support with project data, running the data from Snowflake and checking this is correct, to ensure we have the required data needed for the project.
• Manage client mail merges, to ensure we communicate effectively with our clients.
• Contribute to the development of the wider business through contribution and problem solving within the Proposition Team.
• Conduct all work in a manner consistent with compliance procedures.
• Ensure health and safety policies are observed and followed.

• A desirable understanding and experience of a regulated environment.
• Knowledge of competitors and their unique selling points.
• Knowledge on how to use AI effectively to analyse trends and use it to work efficiently.
• Knowledge of how to use Excel to interpret, analyse and create summaries e.g. through a Pivot table.

• IT literate, including all Microsoft programmes, especially Microsoft PowerPoint.
• Ability to use Microsoft Excel to a moderate level and using this to analyse data, you will be required to create Pivot Tables, Dashboards and summarise data.
• Moderate use of AI, know how to use it to effectively manage workload and analyse market insight.
• An awareness of qualitative and quantitative research methodologies.
• Ability to analyse, interpret, and develop materials to support the communication of complex information in a client friendly fashion using written and visual presentations.
• Confidence to deal effectively with providers and colleagues.
• Proactive approach and ability to prioritise workload.
• Logical and insightful thinking, demonstrating a high attention to detail and pride in finished products.

• A real stake in our success – access to our Employee Benefits Trust, giving all employees the opportunity to share in the future growth of the business.
• Generous holiday allowance – with the flexibility to buy and sell leave to suit your lifestyle.
• Career development that delivers – we invest in your future with funded professional qualifications, salary increases at key milestones, and clear progression pathways.
• Agile working – flexibility to work across a range of locations that work for you.
• Strong pension offering – employer contributions based on your total earnings.
• 6% Flex Allowance – build a benefits package that works for you, with options including: Private Medical Insurance, Death in Service Cover, Group Income Protection, Critical Illness Cover, Lease Car Scheme, and a wide range of additional benefits to choose from.