Advice Services Manager; Wealth Investment Management

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.

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...