Are you ready to help shape the future of wealth advice? Our client is seeking an experienced Advice Services Manager to join our newly formed Wealth Proposition Team. This is a high-impact contract role offering the opportunity to redefine how robust periodic product reviews, fair value assessments, and customer outcomes are delivered across our existing wealth and asset management offering—while also helping design the future wealth proposition.
About the Role
Reporting to the Advice Services Owner, you will support the development and ongoing management of wealth advice services and related wrappers, including wealth advice, tax advice, protection advice, pension products, ISAs, and asset management.
Key responsibilities include:
Leading annual end-to-end product and service reviews, target market assessments, and fair value assessments in line with regulatory and internal governance requirements.
Owning the end-to-end customer journey across wealth advice services, ensuring a best-in-class client experience.
Working closely with client-facing operations and second-line teams to review, enhance, and document customer journeys.
Keeping the Wealth Proposition team and wider business informed on market trends, competitor activity, and regulatory developments impacting wealth advice services.
Understanding cost-to-serve and commercial drivers of each service, contributing to pricing and proposition recommendations.
Partnering with data analytics colleagues to develop MI dashboards, maintain oversight of consumer outcomes, and build a data-led understanding of the customer base.
Feeding review outcomes into relevant governance forums and being accountable for ensuring agreed actions and recommendations are delivered.
What We're Looking For
Solid recent experience developing and delivering advice services and financial planning products within the UK wealth management industry.
Strong working knowledge of personal banking investor types and the products and services offered by UK wealth managers.
A strong understanding of financial drivers, cost-to-serve, and commercial considerations across wealth management products and services.
Proven experience developing and using MI dashboards to monitor consumer outcomes and support decision-making.
Excellent stakeholder management skills, with the ability to influence effectively and build strong relationships at all levels within Wealth plc and across the wider group.
Strong understanding of regulatory requirements and industry best practice, including Consumer Duty, SDR, MiFID, COLL, IDD, and AIFMD.
Experience presenting technical and non-technical information clearly and confidently to senior audiences.
Strong analytical capability, with confidence in interpreting data, drawing insights, and using evidence to support recommendations and decisions.
A customer-focused mindset with a passion for delivering good customer outcomes.
Why Join?
This is a rare opportunity to join a newly formed team at a critical point in its evolution—helping shape how wealth advice services are delivered today, while influencing the future direction of the wealth proposition.
InterQuest Group is acting as an employment agency for this vacancy. InterQuest Group is an equal opportunities employer and we welcome applications from all suitably qualified persons regardless of age, disability, gender, religion/belief, race, marriage, civil partnership, pregnancy, maternity, sex or sexual orientation. Please make us aware if you require any reasonable adjustments throughout the recruitment process.
TPBN1_UKTJ