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Proposition Delivery Partner

3 months ago

Sale, Trafford, United Kingdom Sesame Bankhall Group Full time

Proposition Delivery Partners

Salary - up to £50,000 per annum (dependent on experience), plus bonus and benefits

Benefits include:

Company Bonus, 27 days holiday (plus 1 wellbeing day, 1⁄2 celebration day and bank holidays), Company Pension, 8 x Life Assurance, Discounted Insurance Products, flexible and hybrid working.

-
This position can be flexible in regards to location, however will require monthly travel to our Sale, Manchester office as a minimum._


Here at Sesame Bankhall Group (SBG), we aim to be the market leader in providing professional support services to financial advice firms in the UK.


We are currently looking for 3 Proposition Delivery Partners to support our Partnerships & Propositions team, Partnership Services and wider Sesame Bankhall Group Teams, to deliver the timely and efficient execution of new adviser solutions in order to support the Business' wider strategic objectives.


The successful individuals responsibilities will also include the development of new solutions from initial concept through to delivery and undertaking regular review of existing propositions to ensure solutions on offer still meet adviser needs and SBG strategic objectives.


This role offers you the opportunity to:

  • Execute the design, build and delivery of adviser solutions to market.
  • Ownership of design and build of new adviser solutions creation of initial concept with consideration to adviser needs, commercial value & alignment to strategic objectives.
  • To support proposition concept design & build provide evidencedriven insight (market intelligence, internal stakeholder feedback and adviser testing).
  • Build new adviser solutions facilitation of internal and external (where appropriate) working groups, with negotiation of contractual terms (where applicable).
  • Coordinate propositional activity with Distribution and Marketing Teams to ensure effective deployment of TaketoMarket Strategies for all propositions.
  • Drive the delivery of key proposition projects and initiatives in line with the propositional roadmap and company strategic objectives.
  • Ensure market and competitor trends along with adviser feedback is central to proposition definition and development.
  • Work with strategic relationship team to identify strategic partnerships to support propositional design & delivery.
  • Support Group Partnerships & Propositions Director with regular reporting on progress and status of adviser solutions design, build & delivery.
  • Work with relevant SME's within strategic partnerships team and wider business to ensure relevant stakeholder engagement supporting propositional design & build.
  • Undertake projects as and when required, to support the needs of the business or to achieve Partnership Services department objectives.
  • Have an understanding of wider market trends across mortgage, protection, general insurance and wealth sectors.
  • Build and maintain knowledge and understanding of the overall business strategy to ensure a clear link with the functions and their activities, facilitating connections across these and the Partnership Services department.
  • Develop an effective and productive working relationship with all relevant stakeholders across the Group to ensure effective operation and implementation of propositional strategic priorities.
  • Ensure relevant proposition governance requirements are being completed as required across all propositions.

If you possess the following, get in touch:

  • Previous Financial Services industry insight and knowledge is essential, including understanding of all / some of the following areas; Mortgage, Protection, General Insurance and Wealth
  • Any 1 or more of the following qualifications
    :CII level 3 Certificate in Mortgage Advice /
    LIBF Certificate in Mortgage Advice and Practice /
    CII RO
  • Financial Protection /
    RQF level 4 Diploma in Regulated Financial Planning, is essential.
  • Background in propositional development, with proven experience of working on propositions/delivery of change.
  • Demonstrable results in ensuring delivery of quality, errorfree work, through close attention to detail.
  • Ability to analyse and interpret reports and complex challenging data.
  • Ability to work under pressure and manage multitasks/issues simultaneously in a highpressured environment.
  • Strong stakeholder management skills including negotiating and influencing skills at all levels and with third parties, with excellent communication ability.
  • Technical knowledge of the financial advice market and understanding of market trends and dynamics.
  • Understanding of competitor proposition landscape in the financial adviser support space

Job Types:
Full-time, Permanent

Pay:
Up to £55,000.00 per year

Benefits:

  • Company pension
  • Employee discount
  • Onsite parking

Schedule:

  • Day shift
  • Flexitime
  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Bonus scheme

Application question(s):

  • Please can