I’m working with a leading wealth management business that is undertaking a significant piece of work across its investment and financial planning proposition and is looking to appoint a Senior Pricing Analyst on a 12-month fixed-term basis.
This is a hands-on, delivery-focused role with real ownership. The successful individual will play a key role in designing, modelling, implementing and embedding an integrated pricing framework, working closely with senior stakeholders across proposition, finance and strategy.
This is not a BAU pricing role. It’s a defined, high-impact piece of work suited to someone who enjoys being brought in to solve complex challenges.
Key responsibilities
* Design and evolve pricing structures across investment and financial planning products, including integrated and bundled pricing
* Build and stress-test pricing models and scenarios to assess impacts on profitability, client retention and growth
* Benchmark competitor pricing and assess market positioning
* Support the implementation and embedding of pricing changes, including legacy client considerations
* Partner closely with senior stakeholders and present recommendations clearly and credibly
* Ensure pricing approaches align with regulatory and Consumer Duty requirements
* Track and report on pricing performance and outcomes
About you
* Experience in pricing, proposition or commercial analytics (platform, DFM, private wealth highly desirable but open to individuals from other FS actuarial pricing)
* Strong financial modelling and analytical capability
* Experience implementing and rolling out pricing changes, not just designing them
* Good understanding of industry pricing practices and competitor approaches
* Confident engaging with senior stakeholders
* An actuarial or highly quantitative mindset is beneficial, but not essential
Why this role
* High-visibility, senior-level project work
* Clear scope and ownership from day one
* Exposure to strategic pricing decisions
* Ideal for someone who enjoys defined, outcome-driven work
If you have experience delivering pricing change within a wealth or investment-led environment and would like a confidential conversation, please get in touch with Ellie on 07458163343