Wealth Proposition Executive

3 weeks ago


Hitchin, United Kingdom LV= Full time

We support Hybrid working - but we will require a presence in our Hitchin or Bournemouth offices (we are happy to discuss)

**About you**:

- Demonstrable good awareness of the Wealth Market - with an established and thorough depth of technical expertise of relevant products, markets, systems and processes of the specific proposition(s) allocated
- elf-learner - a desire and ability to constantly expand and deepen knowledge.
- Be highly numerate, comfortable working with numbers and curious about the trends and insights these reveal - you will need to be able to evaluate data to see the patterns and make recommendations.
- Effective communication and persuasion skills - to enable presentation and resolution of complex technical issues with line management, often without supervision or need for referral
- Good influencer and relationship builder - able to work across organisations collaboratively and able to hold others to account for their delivery responsibilities.
- Detail focus - Strong attention to detail is essential.
- Self-motivated - and able to work under your own initiative with mínimal supervision.
- Good motivator - ability to support & develop level 1 analysts within the team as they build their experience.
- Flexible - willing to work as part of a team, and often lead initiatives and open to taking on new opportunities
- Understanding of regulatory framework - within which business and products must operate, including FCA rules & regulations.

**Details**:

- Own the development and production of regular MI and reporting data on the designated proposition area to provide insight into the market, business volumes and positioning to support pro-active monitoring of the business across the value chain (sales, marketing, pricing and service).
- As required, leading the ownership, updating and maintenance and providing key Proposition SME input to the product formal documents ensuring the tone of voice is fit for purpose and the relevant insight and approvals are gained prior to any change
- Interpret and use complex data provided by Proposition Analysts to identify and develop actionable steps to improve proposition and processes to support our adviser & customer base
- Develop SME insight from the analysis and information available to ensure the proposition is meeting its targeted needs by assessing performance against its key performance indicators and plan expectations and generating in-depth analysis, highlighting key variances or trends in performance and consistently recommending specific areas for improvement
- Lead specific and agreed proposition change initiatives through to implementation, working collaboratively across functional teams
- As an effective proposition champion, able to convey the value of the propositions internally with high impact. Achieved through helping shape marketing plans, development of formal documentation and digital content and support the Senior Proposition Manager with producing professional presentations for external meetings,
- Support and lead the effective management of third-party relationships - specifically with external research agencies
- Develop analysis of competitor products in a decision ready format for use by cross functional stakeholders within the business
- Consistently demonstrate a strong customer and risk culture evidenced through natural adherence to the expected control framework, leading the preparation of regular proposition reviews, timely renewal of product documentation, product risk assessments and resolution of audit actions and risk events.

**Why work for us?**:
Go on, bring your true self to LV=.

Why not follow us on Glassdoor and take the opportunity to see real reviews of what it’s like to work here

**Rewards and Benefits**:
This role is a Band B in the LV= Structure. To find out more about our bands, click to view our FAQ page here. We want you to love what you do that’s why we’ve put together a benefits package that recognises and rewards a job well done.

At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers and we’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work.
- 26 days' holiday - which increases after two years’ service to 28 days
- The opportunity to buy or sell up to five days’ holiday
- An annual bonus scheme based on company and personal performance
- Flexible benefits - Cycle to work scheme/Health Assessment/Personal Accident Insurance/Critical Illness/Private Medical Insurance/Dental Insurance
- A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14% (please click here to read more about it)
- Group Life Assurance 4 x basic pay to your dependants, You’ll have the option to increase to x 8 times cover
- Group Income Protection, if a member of the Pension scheme and reached 5 years’ service
- Employee Assistance Programme (EAP) service for support throug



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