Wealth Proposition Manager
3 days ago
We are on the lookout for a self-motivated team player to manage key areas of the Openwork Wealth Proposition development. We are looking for someone to ensure products and services offered to clients are developed and managed effectively, aligned to corporate strategy and high standards of governance.
As the Wealth Proposition Manager, you will be responsible for the operational management and delivery of key areas of the Wealth Proposition to provide control and oversight of proposition development and management.
This is a hybrid role based 2 days a week in our Swindon office.
The benefits:
- Salary - up to £61,500
- Bonus scheme - on target bonus - 15%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- Opportunity to take up to 3 volunteering days a year
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key accountabilities:
- You will identify opportunities to strengthen Openwork's Wealth offering through accumulation and decumulation
- Work closely with proposition, advice, Omnis investments, distribution, marketing, compliance and external partners to deliver enhanced propositions.
- Supporting the delivery of our Centralised Investment Proposition
- Develop and deliver solutions to support holistic financial planning
- Bringing forward new product development ideas that will enhance the Wealth Proposition and drive great outcomes for advisers and their clients.
- Monitor market trends, customer behaviours, adviser needs, competitor activity and regulatory developments.
- Ensure Wealth propositions support positive customer outcomes across the client life stages.
- Drafting relevant communications for advisers and colleagues
- Experience in financial services product or proposition development roles.
- Professional financial services qualification or willingness to achieve Level 4 Diploma in Regulated Financial Planning.
- Positive, resourceful and self-motivated individual capable of working autonomously, with a strong "can do" attitude.
- Strong communication skills to with the ability to effectively manage lasting relationship.
- Able to deal effectively with complexity of information and data.
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We're also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities – just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
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