Advice Proposition Manager

Due to growth and acquisitions, my client is currently looking for an Advice Proposition Manager to join their business.

The core aim is to support the Head of Advice in the delivery and maintenance of advice process, advice guidance.

Role Purpose

• Support delivery of design, build and implement advice journey process and guidance
• Support delivery of the advice proposition (advised client offering and associated product solutions)
• Support the creation, delivery, maintenance and improvements of the advice guidance and advice processes to streamline workflow, enhance overall productivity and increase accuracy and enabling the provision of compliant advice, ensuring this evolves in face of changing client requirements and the regulatory framework we operate within, to support delivery of the "one business" strategic pillar
• Support delivery of a robust advice proposition, including our underlying panel of products and funds and work within governance framework, delivering reporting as required
• Support developing, implementing and resourcing support structure to ensure Advisers and colleagues have adequate escalation points by way of centralised mailbox operated by advice process and technical SMEs
• Work with Financial Planners, compliance, propositions and the product governance committee to ensure processes meet the needs of the client, responding to feedback from the FCA, complaint root cause analysis and changes to the advice environment, client needs and regulatory factors
• Consider the long-term strategy and business goals to create further enhancements and ensure advice and operational processes align with this
• Support the business' change agenda and help ensure change is effectively managed with key stakeholders across the business
• Collaborate with other departments to ensure seamless integration of processes into broader company initiatives and to support the use of AI and robotic automation to improve business efficiency

Essential:

• Strong understanding of UK financial advice processes, including FCA regulatory requirements, suitability rules and advice documentation standards
• Experience working as an IFA or within an IFA environment-ideally with exposure to advice process or proposition development
• Proven ability to design, document and refine advice processes or frameworks that drive compliance, efficiency and good client outcomes
• Analytical mindset with the ability to interpret MI (management information), identify trends and recommend practical improvements
• Strong stakeholder management skills, with the ability to collaborate across compliance, operations, product and Adviser networks
• Excellent written and verbal communication skills-able to produce clear, precise and professional documentation and guidance materials
• Strong organisational and project management capabilities, including managing multiple priorities in a fast-moving regulatory environment
• Ideally level 4 qualified

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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