Wealth Proposition Analyst

Location: London or Manchester (Hybrid working, with 2-3 days per week in office)Are you looking to take your knowledge of financial planning or investment products in a new direction?We’re supporting a well-established wealth management firm in the recruitment of a Wealth Management Proposition Analyst – a newly created role offering a unique opportunity to transition into the product and proposition space. You’ll support both investment and financial planning proposition development, playing a central role in shaping the firm’s services and advice standards.The RoleThis role supports both the Investment and Financial Planning Proposition Managers and will see you contribute to a range of strategic projects across the business. You’ll collaborate with teams across compliance, advice, and investment management to ensure propositions remain competitive, client-focused, and aligned with regulatory requirements.Key responsibilities include:Supporting the review and development of financial planning and investment propositions (including pensions, protection, MPS and DPS)Assisting with maintaining advice standards and supporting regulatory change initiatives such as Consumer DutyHelping manage provider relationships and collating product and service MISupporting the delivery of propositional change projects and tracking governance activityContributing to improvements in advice collateral such as fact finds, suitability letters, and business submission standardsAbout YouThis role would suit someone from a paraplanning, client service, or a proposition/product background, who is looking for a new challenge. You will need to demonstrate:A strong understanding of financial planning and/or investment management productsFamiliarity with advice processes, including suitability letters and fact findsAn interest in regulatory change and proposition designGood analytical, communication, and organisational skillsA collaborative approach and the ability to manage multiple stakeholdersProfessional qualifications are not essential, but a solid working knowledge of the advice or investment environment is key.Whats on offer:A chance to step into a central proposition role with clear career progressionExposure to both financial planning and investment services within a respected businessHybrid working model with flexibility and work-life balanceSalary of up to £45,000 basic + bonus + benefits

Created: 2025-07-23