Advice Proposition Manager

2 weeks ago

London, Greater London, United Kingdom Ellis Bates Financial Advisers (now Shackleton) Full time £40,000 - £60,000 per year

Hove, London

Job title:
Advice Proposition Manager

Reporting to:
Head of Advice Process & Proposition

Date of Issue:
October 2025

Role Objective
Support the Head of Advice process and proposition in the delivery and maintenance of advice process, advice guidance and adviser support in relation to those processes and guides.

Key Responsibilities

  • 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's 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.

This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person Specification
Qualifications

  • Level 4 Diploma in Regulated Financial Planning (desirable or working towards).

Knowledge And Experience

  • Strong understanding of UK financial advice processes.
  • Knowledge of FCA regulatory requirements, suitability rules, and advice documentation standards.
  • Background in an IFA, wealth management, or financial planning environment.
  • Exposure to advice process or proposition development.
  • Proven ability to design, document, and refine advice processes or frameworks.
  • Experience interpreting management information (MI), identifying trends, and recommending improvements.
  • Collaboration across compliance, operations, product, and adviser networks.

Personal Skills

  • Analytical mindset with a focus on compliance, efficiency, and client outcomes.
  • Strong stakeholder management and interpersonal skills.
  • Excellent written and verbal communication—able to produce clear, professional documentation and guidance.
  • Strong organisational and project management capabilities.
  • Ability to manage multiple priorities in a fast-moving regulatory environment.

If you are interested in learning more about this role or want to apply, please send your CV/Application to

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