Client Service Proposition Lead

1 week ago


Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time
Client Service Proposition Lead Job Description

About Us: ENGINEERINGUK provides industry-leading tools and services for financial advisers in the UK. Our goal is to transform financial planning by emphasizing exceptional client experiences and integrated technology. We strive to drive meaningful client outcomes and deliver lasting financial benefits.
  • Develop close working relationships with internal teams to create impactful value propositions.
  • Detailed understanding of Financial Services, particularly Financial Planning / IFA and wrap/platform markets.
  • A solid background in proposition management with knowledge of financial planning principles.
  • Outstanding networking, interpersonal, and negotiation skills.
  • Proficiency in Microsoft Office and experience with IT CRM systems.
  • Valid UK driving license.

This role offers an estimated annual salary of £72,000 - £82,000 depending on location and experience.



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