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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in proposition management and product development within financial services, with a strong focus on customer outcomes, regulatory compliance, and stakeholder engagement. Capable of analyzing complex information to produce actionable insights and recommendations while managing competing priorities effectively.
Highest-signal resume keywords
Proposition ManagementProduct DevelopmentStakeholder ManagementRisk ManagementConsumer Duty Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Proposition Requirements DefinitionMarket Insight AnalysisPerformance ReportingGovernance Materials DevelopmentDecision-Making Materials Preparation
Soft Skills
Strong Communication SkillsCollaborationInfluencingConflict ResolutionProactive Approach
Industry Keywords
Financial ServicesPensions ProductsInvestment ProductsAdviser-Led DistributionCommercial Awareness
About the role
Key responsibilities & impact- Develop, enhance and manage intermediary propositions, initially focused on packaged solutions
- Manage activity across the proposition lifecycle from insight and requirements definition through delivery, governance and post-launch review
- Define proposition requirements reflecting customer needs, adviser experience, market developments and commercial objectives
- Gather and interpret customer, adviser, competitor, market and performance insight
- Identify and assess proposition opportunities
- Produce evidence-based recommendations and decision-making materials
- Translate priorities into requirements, delivery plans, milestones and actions
- Coordinate cross-functional activity and maintain delivery momentum
- Track progress, dependencies, risks and issues, escalating where appropriate
- Provide updates to stakeholders and governance forums
- Develop and maintain governance materials, management information and reporting
- Consider customer outcomes, fair value, Consumer Duty, risk management and regulatory requirements
- Coordinate proposition reviews and identify or escalate material risks and customer impacts
- Build relationships across Proposition, Distribution, Marketing, Pricing, Finance, Risk, Operations, Digital and Change
- Lead discussions, influence decisions and resolve conflicts or delivery barriers
- Recommend proposition requirements, enhancements, delivery priorities and governance actions
- Make decisions within agreed strategic and governance boundaries
- Escalate material risks, strategic decisions and priority conflicts to the Head of Proposition Innovation or relevant governance forum
- Remain accountable for the quality, accuracy and timeliness of assigned outputs
Requirements
What you’ll need- Experience of proposition management, product development or product governance within financial services
- Knowledge of pensions and investment products, ideally within an adviser-led distribution environment
- Experience of developing or enhancing propositions in response to changing customer needs, regulation or market conditions
- Understanding of product and proposition governance, including customer outcomes, fair value, risk and Consumer Duty considerations
- Experience of collating, monitoring and reviewing management information and performance reporting
- Ability to analyse complex information and translate insight into concise recommendations, papers and decision-making materials
- Commercial awareness and understanding of customer, adviser, distribution and market dynamics
- Strong stakeholder-management skills, with ability to collaborate, influence and challenge constructively
- Strong written and verbal communication skills, including preparation of governance papers, reports and progress updates
- Ability to manage competing priorities, resolve delivery issues and maintain momentum in a changing environment
- Proactive and curious approach, with focus on continuous improvement and quality delivery
Benefits
Comp & perks- Flexible working arrangements
- Workplace adjustments
- Pension scheme of up to 18% (13% employer contributions and 5% employee contributions)
- Share Save and Share Incentive Plan
- Financial wellbeing and support services
- 38 days annual leave including bank holidays
- Opportunity to purchase up to five extra days
- Time Off When You Need It policy
- Paid parental leave covering maternity, adoption, surrogacy, and paternity leave
- Private Healthcare
- Critical Illness cover
- Life Assurance
- Additional family options for health and protection cover
- Networking, support and development opportunities through employee-led networks