Advice Proposition Manager
6 hours ago
Chester
Due to growth and acquisitions, my client is currently looking for an Advice Proposition Manager to join their business.The core aim is to support the Head of Advice in the delivery and maintenance of advice process, advice guidance.Role Purpose • 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 ...