Job Description

Description

We are looking for an experienced Proposition Manager to support the definition, management, and delivery of all our propositions. Reporting to the Group Proposition and Strategy Director this prominent role will help us execute on our Group Strategy to power financial advisers' businesses through insight and integrated tools, services and investment solutions that help them to differentiate their own client propositions.

What you'll do

Work with the Group Proposition and Strategy Director to shape future propositions through engagement with senior stakeholders, clients, and external experts. Prioritise new propositions, develop business cases, and define solutions for delivery internally or via third-party providers. Lead the design and development of new propositions and products, while improving existing offerings. Validate propositions through stakeholder feedback and testing to maintain clarity and customer focus. Collaborate with Change teams and Benchmark Digital to implement clear value propositions and product direction. Partner with Sales and Relationship teams to understand customer needs and inform proposition design. Promote Benchmark values and behaviours across teams and partners. Communicate the Benchmark advantage for each proposition internally and externally. Build strong stakeholder relationships and provide timely, high-quality analysis for decision-making. Represent Benchmark at business development seminars, sponsored events, and industry forums. Develop business cases outlining financial benefits, customer impact, and revenue potential. Work with Marketing to deliver effective proposition communications.

The knowledge, experience and qualifications you need

Degree or equivalent qualification, ideally in business. Extensive experience in Financial Services, particularly Financial Planning, IFA, and wrap/platform markets. Strong background in proposition management and understanding of Financial Planning principles, including drivers, valuation criteria, and customer segmentation frameworks. Proven ability to develop market-leading propositions with strong commercial awareness. Strategic and creative thinker, capable of delivering short-, medium-, and long-term plans. Excellent networking, interpersonal, and negotiation skills. Strong written, verbal, and presentation skills, plus organisational, analytical, and problem-solving capability. Comfortable working independently and collaboratively within a team. Proficient in Microsoft Office; experience with CRM systems and related processes. Valid UK driving licence.

The base

You'll be based at Benchmark's Head Office on the Broadlands Business Campus near Horsham, West Sussex, with regular visits to other offices, including Schroders' headquarters in London.

Our campus offers a high-standard working environment with an international reputation, without the pace of the city. The countryside setting provides space and modern facilities, including:On-site restaurant, coffee shop, and gym Cutting-edge software and hardware to support collaboration A dedicated shuttle service to and from Horsham's mainline train station

About Benchmark Capital

Benchmark is one of the UK's leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey - from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.



We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.



As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.



As part of the

Schroders Plc Group

, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over 750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK's largest financial services businesses.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That's why inclusion and diversity are strategic priorities for us. We're proud to be an equal opportunities employer. You're welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We're building a workplace where everyone feels respected, valued, and empowered to thrive.