Proposition Analyst – Private Client

Create a positive impact in the growing financial planning team, hybrid office working (flexible with location).  Salary up to £40k

About the Company

Our client is recognised as one of the leaders in their field, they are known internationally for their work and the impact this work has across the 100 countries they operate in.  They are known for quality, performance, and exceptional results.   

About the Role

Our client has enjoyed significant growth over the last three years across all areas of their UK teams.  Our client believes personal financial planning should be holistic, which is why their award-winning private client team consists of experienced experts, including financial planners, wealth managers and tax advisers. The team works closely with colleagues both in the UK and 90 countries internationally, so that they can offer their clients a truly global service. 

The purpose of the Proposition Analyst is to manage the financial planning team’s approach to and use of Platforms, Products, and Planning tools, within the context of regulated financial advice, to ensure that our client is able to deliver suitable product advice to its clients and do so in a highly efficient way which provides an excellent client service

Role & Responsibilities 

• To manage and maintain the client’s due diligence for product panels including pensions, investment bonds, EIS, VCT, BR products etc.
• To manage and maintain the client’s due diligence for investment platforms.
• To oversee the client’s use of financial planning tools within the advice journey, including A2R, Cashflow, Protection quotes etc.
• To maintain market awareness of technical, product and technological innovations such that the client can continually provide services in the most efficient and suitable manner.
• To act as subject matter expert on all areas of responsibility and liaise with planning, operations, investment, and compliance teams where relevant.
• To manage service offerings in niche advice areas such as US Persons, Cash Management, Islamic Finance
• Present as a technical expert to internal audiences on all areas of responsibility

Skills, Knowledge and Experience

• Good awareness of the market and regulatory environment for retail financial advice
• Strong interpersonal skills and the ability to work across teams with multiple stakeholders
• Experience of effective governance structures and strong organisational skills
• A strong desire to succeed and to contribute to a high performing business with the aim of being ‘best in class'.

To apply simply send your CV and we will review and make contact with you immediately.   Your Talent Solutions is a recruitment company that specialises in projects and programmes.