Job Description

Job Specification

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Location

Bath

Employment Type

Full time

Department

Customer Experience

Appointment Type

Permanent

Hours

37.50

Ref No

10167

Job Information

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About Us:

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At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'



With new ownership since 2021 and significant investments of over 17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

About the Role

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We are seeking a dynamic and results driven propositions manager to join our team and play a key role in shaping our product and service offerings of the platform. The ideal candidate will have a deep understanding of market trends and customer needs.



As the proposition manager, you will be responsible for refining and executing the value propositions for our platform to ensure they deliver the best value for our advisers and clients ensuring good customer outcomes are delivered.

Core responsibilities:

Working with stakeholders across the organisation to ensure controlled delivery of propositional enhancements in a compliant and consumer focused way. Actively monitor the market and use customer insights and market research to allow us to prioritise enhancements for our advisers and clients to deliver good outcomes. Work closely with our product, marketing and outsourced operations teams to ensure a joined up approach when taking new enhancements to market. Reporting outlining gaps and recommend appropriate approaches for rectification. Define and track Key Performance Indicators (KPIs), and report into relevant committees. Make recommendations for changes and improvements to the platform, developing business cases as appropriate. Work with additional parties within the distribution chain to deliver efficiencies in service.

This is a new role in our business. As such, you will be required to undertake other activities and that fall within your capabilities as directed by management. As the role develops additional responsibilities may be required.

About You

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Specialist Skills, Qualifications and Experience:

Essential:

In depth experience proposition development or product management. In depth experience of the retail intermediary platform industry. Strong commercial background and customer focus with experience of building investment business cases. Operational knowledge of Consumer Duty. Knowledge of other regulatory initiatives which affect Wealthtime The ability to solve complicated problems in line with regulatory expectations in both the letter, and spirit of the regulatory landscape. A proactive and innovative approach to problem solving, including persuasion and influencing skills. Ability to be flexible with work and have efficient prioritisation skills Good working knowledge of UK investment tax wrappers.

Desirable

Experience of project management.

Core Competencies

Motivating Others - The willingness and ability to motivate and inspire others by means of appropriate challenges, empowerment, rewards and recognition. Teamwork - The ability to work co-operatively with others, to be a member of a team and work towards the purpose of a common goal. Building and maintain strong working relationships with advisers, Sales and other colleagues at every levels. Decision Making - The ability to make balanced and sound decisions by understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; evaluating the probable consequences of alternative solutions and selecting the most promising alternative. Networking - Identifying opportunities and taking action to build strategic relationships between one's area and other areas, teams, department, units, or organisations to help achieve business goals. Communication - The ability to effectively communicate at all levels, both written and verbally, with all internal/external customers. Client Focus - taking responsibility for understanding client needs to continually improve the client experience and developing and maintaining productive client relationships. Expert knowledge - consistent application of professional or specialist knowledge and skills; takes opportunities to contribute to policy and best practice.

Rewards & Benefits:

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Competitive Compensation:

We offer a competitive salary that reflects your skills and contributions.

Hybrid Working:

Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus:

Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package:

You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart:

We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

Professional Growth:

We're committed to your professional development and will support and encourage your career advancement.

Comprehensive Health

: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security

: Prepare for your future with our Group contributory pension scheme.

Travel with Ease:

We offer interest-free season ticket loans to help with travel costs.

Giving Back:

You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth:

We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters

: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.



Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.