Proposition & Market Insight Analyst - London Area
11 hours ago
Job description
Job Purpose
The Proposition & Market Insight Analyst plays a key role in strengthening RJWM's product strategy by turning market, adviser, and competitor insights into clear, evidence‑based recommendations that shape our roadmap. This role brings together a deep understanding of adviser behaviour, regulatory and competitive trends, and platform dynamics, translating research into actions that enhance our propositions, reduce friction, and support strong commercial and client outcomes. You will also ensure our product messaging, documentation, and due‑diligence materials are accurate, consistent, and adviser‑ready, supporting effective distribution and market positioning.
Key Responsibilities
Market Insight & Competitor Intelligence
• Conduct structured market analysis to uncover adviser trends, regulatory developments, technology changes, and competitor movements that influence product positioning.
• Maintain an up‑to‑date understanding of platform capability, constraints, and how these shape product design, delivery, and the adviser experience.
• Produce concise, actionable insight outputs (e.g., dashboards, briefs) that support prioritisation and strategic decision‑making.
Adviser Behaviour & Proposition Testing
• Track adviser needs, buying behaviours, switching activity, and friction points using defined frameworks and research techniques.
• Test and validate product ideas - assessing demand, usability, and pricing to provide clear, structured feedback to inform product decisions.
• Partner with Sales to capture adviser insights, identify trends, and translate findings into themes and actions for the product roadmap.
Product Strategy & Roadmap Support
• Provide robust data, analysis, and recommendations that shape product prioritisation and sequencing.
• Convert insight into problem statements, opportunity sizing, and options with clear trade‑offs to support decision‑making discussions.
Documentation, Due Diligence & Sales Enablement
• Own external due‑diligence and governance materials and lead the creation of RFIs, DDQs, and tender submissions that support new business.
• Maintain a central library of proposition and technical content, ensuring consistent and high‑quality tender responses in collaboration with internal SMEs.
• Support the creation of high‑quality sales enablement materials that build adviser understanding and adoption.
• Prepare structured briefs for marketing outputs and review all client‑facing materials for accuracy and consistency.
• Maintain all product documentation, ensuring it remains current, accurate, and aligned to governance standards and market needs.
Cross‑Functional Collaboration
• Partner with Sales and Marketing to support product launches, enhancements, and market engagement.
Qualifications & Experience
Essential
• Experience within financial services, ideally with exposure to financial advisers, platforms, or DFM propositions.
• Strong understanding of investment products, tax wrappers, and adviser operating models.
• Familiarity with competitor analysis tools (e.g., FE, Defaqto).
Desirable
• Experience with adviser research sources (e.g., industry insight providers), pricing/competitor analysis, or user research methods (interviews, surveys).
• Experience developing sales enablement content (tenders, one‑pagers, playbooks).
Knowledge & Skills
• Advanced analytical skills with the ability to turn data into clear, actionable insights.
• Excellent written and verbal communication - able to simplify complexity for different audiences.
• Strong ability to build collaborative relationships with internal and external stakeholders.
• High attention to detail and comfort managing multiple priorities.
• Deep understanding of investment products, platforms, tax wrappers, and target markets, with strong commercial judgement.
• Ability to multitask while maintaining accuracy and quality.
Similar jobs
FMCG Insights Analyst role with a leading FMCG agency building key client relationships and delivering commercial presentations. · ...
4 weeks ago
Xiatech is a pioneer in AI-powered composable Integration, Data Management, Analytics and Orchestration Platform. As an Insights Analyst you will drive data-driven decisions through analytics solutions. · Develop dashboards and reports to visualise insights derived from complex d ...
1 month ago
We're building a universal financial infrastructure to power the growth of the digital economy. · Owns and inputs into reports on the company performance. · Manages ad-hoc queries from various teams across the business. · Gathering and analysing cross-functional performance data. ...
1 week ago
Lead Insights Analyst / Data Analyst for global banking client in London. · ...
1 month ago
A leading social housing provider is seeking an Insights (BI) Analyst to join their Asset Strategy team. · ...
1 month ago
Job summarySALT is supporting a culture-led creative agency specialising in social-first and AI-enabled content. This mid-weight Insight Analyst role exists to uncover cultural and audience insights that inform creative strategy and campaign optimisation. · ResponsibilitiesAnalys ...
1 week ago
We are working on a really exciting opportunity with a Luxury Fashion brand who are looking to hire a Customer Insights Analyst to join their growing team. · You'll own ecommerce customer insight end-to-end, turning complex data into clear, compelling stories that shape decision- ...
3 weeks ago
We are seeking a Marketing Insights Analyst to join our dynamic team. Reporting to a senior marketing role, this position is dedicated to supporting the UK and US marketing efforts by researching and writing insight-focused marketing reports. · Customer Attraction: · Research and ...
1 month ago
We are looking for a talented Analytics and Insights Analyst to join our dynamic team in London This is your chance to make a significant impact while working with cutting-edge technology and top-tier clients. · ...
1 month ago
We are scaling rapidly and investing heavily in a smarter commercial function, creating a new opportunity for a Commercial Insights Analyst to elevate how the business understands performance. · Analyse pricing, revenue, booking, and demand trends to uncover commercial opportunit ...
1 month ago
We are looking for a part-time Evidence and Insight Analyst (hybrid working with some days of work in person in London) · ...
2 weeks ago
We're building out our data and insights function and looking for someone who can turn social performance data into clear compelling stories that help us win business. · Support the Commercial Department with data for pitches: audience insights platform benchmarks competitive con ...
1 month ago
Have you always wanted to work for a luxury fashion brand? Are you driven by customer behaviour and the power of data to shape commercial decisions? · ...
1 month ago
We are seeking a Customer Insight Analyst to consolidate analyse and leverage customer data to shape decisions that truly enhance passenger satisfaction. · Manage KAD-owned customer insight programmes including surveys panels and social listening tools. · Analyse both quantitativ ...
1 month ago
We are looking for a strategic commercially minded and relationship-focused Senior Insight Analyst to join the Insights team at VerityRI. · This role is perfect for someone who thrives on transforming data into clear compelling narratives that influence decision-making and create ...
3 weeks ago
We are looking for a Junior Insights Analyst to support our Research & Insights team in generating insights for both the UK and US markets. · ...
2 days ago
We are looking for a Customer Insight Analyst to join our growing analytics team and play a key role in driving data-led decision-making across the business. · This position is ideal for someone with strong analytical skills, business acumen, and a passion for understanding custo ...
1 month ago
Born in 1971 the roots of Mulberry are in Somerset England For more than fifty years Mulberry has been a British lifestyle brand internationally acclaimed for quality and design capturing the Mulberry Spirit. · ...
1 month ago
+You'll lead the customer data sharing programme with external brand partners, · +Own and deliver regular insight reporting to brandsTranslate complex datasets into clear actionable storiesPartner closely with CRM Category teams to influence retention growth strategiesPresent ins ...
1 month ago
We're looking for a Senior Data and Insights Analyst to join our team. · Delivering against your personal objectives. · Driving evidence-based decisions through analysis and insight. · ...
1 month ago