Wealth Proposition Analyst

Location: London or Manchester (Hybrid working, with 2-3 days per week in office)

Are you looking to take your knowledge of financial planning or investment products in a new direction?

We’re supporting a well-established wealth management firm in the recruitment of a Wealth Management Proposition Analyst – a newly created role offering a unique opportunity to transition into the product and proposition space. You’ll support both investment and financial planning proposition development, playing a central role in shaping the firm’s services and advice standards.

The Role

This role supports both the Investment and Financial Planning Proposition Managers and will see you contribute to a range of strategic projects across the business. You’ll collaborate with teams across compliance, advice, and investment management to ensure propositions remain competitive, client-focused, and aligned with regulatory requirements.

Key responsibilities include:

• Supporting the review and development of financial planning and investment propositions (including pensions, protection, MPS and DPS)
• Assisting with maintaining advice standards and supporting regulatory change initiatives such as Consumer Duty
• Helping manage provider relationships and collating product and service MI
• Supporting the delivery of propositional change projects and tracking governance activity
• Contributing to improvements in advice collateral such as fact finds, suitability letters, and business submission standards

About You

This role would suit someone from a paraplanning, client service, or a proposition/product background, who is looking for a new challenge. You will need to demonstrate:

• A strong understanding of financial planning and/or investment management products
• Familiarity with advice processes, including suitability letters and fact finds
• An interest in regulatory change and proposition design
• Good analytical, communication, and organisational skills
• A collaborative approach and the ability to manage multiple stakeholders

Professional qualifications are not essential, but a solid working knowledge of the advice or investment environment is key.

Whats on offer:

• A chance to step into a central proposition role with clear career progression
• Exposure to both financial planning and investment services within a respected business
• Hybrid working model with flexibility and work-life balance
• Salary of up to £45,000 basic + bonus + benefits