Proposition Manager

  • fulltime
  • Birmingham, B3
  • gbp 60000.0 to 70000.0 Annum

Proposition Manager – Private Client

Create a positive impact in the growing financial planning team, hybrid office working (flexible with location).  Salary up to £70k


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.  Your opportunity is to join them as a Proposition Manager focusing on the provision of wide-ranging financial planning, tax advice and tax compliance services to a range of affluent, high net worth, and internationally mobile individuals. 


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 Manager is to design, implement, and continually evolve a proposition strategy across our clients Private Client business to enable long term growth and excellent client service.


Role & Responsibilities 

  • The design, implementation, and maintenance of the client service proposition across the Private Client business
  • Oversight and design of governance processes relating to product panels, platforms and planning tools
  • Design and maintenance of advice policies in line with corporate strategy, regulation and legislation
  • Management of key relationships with other business functions; compliance, operations, people and development etc, to execute proposition projects in line with corporate strategy


Skills, Knowledge and Experience

  • In depth awareness of the market and regulatory environment for retail financial advice
  • Strong interpersonal skills and the ability to work across teams with multiple stakeholders
  • Project management skills to aid successful implementation of proposition initiatives
  • A proactive approach to proposition development with an appreciation of the need for continuous improvement
  • Experience of people management preferable
  • 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. 



  • operations
  • continuous improvement
  • installation, maintenance, repair
  • management activities or functions
  • corporate
  • compliance
  • channel management
  • general repair
  • legal
  • manufacturing
  • financial planning
  • maintenance
  • corporate strategy
  • tax compliance
  • finance
  • governance
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