- Non-advised proposition: working closely with the Head of Proposition Strategy to develop and manage our non-advised customer proposition, aligning it with business objectives, the future roadmap, and our customer-centric approach.
- Customer analysis: Conduct research and analysis to understand the specific needs, preferences, and pain points of non-advised customers. Utilising customer insights to inform the proposition development and identifying opportunities for improvement.
- Proposition development: Create propositions, products, and services meeting the needs of our customers. Collaborate with internal stakeholders, such as technology, marketing, and customer service teams, to ensure the effective implementation and delivery of these propositions.
- Planning and collaboration: Work closely with a range of stakeholders to develop a roadmap that supports the delivery of the commercial plan.
- Performance analysis: Monitor, evaluate, and report the performance of the proposition, tracking key metrics and analysing data to identify areas for improvement and make recommendations to drive positive outcomes.
- Regulatory Compliance: Stay up to date with compliance requirements, ensuring our propositions and activities adhere to regulations
- Market awareness: Keeping up to date on market trends, competitor activities, and emerging technologies. Apply market insights to enhance our proposition so we maintain a competitive edge.
- Proven track record in proposition management, product development, or a similar role within the financial services industry.
- Entrepreneurial, self-driven with a keenness to learn and the ability to work in a fast-paced, developing team.
- In-depth knowledge of investment platforms, financial products, and services, particularly in the context of direct customers.
- Strong understanding of customer needs and behaviours in financial planning, with a customer-centric mindset.
- Skilled presenter with the ability to create presentations and explain complex material in a simple manner.
- A degree and / or relevant professional certifications are advantageous.
- Excellent communication and interpersonal skills to build relationships and collaborate effectively with internal and external stakeholders.
- Strategic thinking and problem-solving abilities to identify opportunities and design solutions for customers.
- Knowledge of regulatory requirements and compliance standards within the financial services industry.
Proposition Manager - Edinburgh, United Kingdom - Nucleus Financial
Description
We're on the lookout for a Proposition Manager to join our Proposition team.
The purpose of this role is to support the Head of Proposition Strategy in the design and delivery of propositional developments. In particular, this role will have a focus on enhancing our proposition for non-advised customers. You will be responsible for developing and managing the proposition strategy and initiatives aimed at addressing the needs of customers who no longer have a financial adviser.
You will also be involved in broader propositional development, including initiatives that enable adviser firms to provide advice more efficiently in order to deliver great outcomes customers.
To design and implement propositional developments, you will collaborate with cross-functional teams, including insight, distribution, operational, and technology teams, ensuring developments meet the needs of our customers as well as contribute to business growth.
You'll spend your time:
A bit about you
Your friends would probably describe you as the "the big picture person", always anticipating what is going to happen around the corner, comfortable with ambiguity and able to answer complex problems.
You're the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.
You love mentoring others and get a real kick out of encouraging the right behaviours, supporting our core values and personally demonstrating these.
We've always placed more importance on cultural contribution above technical ability, but we'd really like you to have/be:
A little about us
We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it's our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we've shaped the platform to how it is today. We work hard, and we celebrate hard too.
Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We've come a long way since then, but our mission remains just as focused. That's why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.
Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they'll be rewarded for their efforts and more importantly, enjoy themselves at work.
Are we a perfect match? Check out and find out
Inclusion and diversity at Nucleus
As with most things in life, who cares, wins. We really care about inclusion.
For us it's not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It's a commercial imperative. It isn't about being PC. It's about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.
More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.
At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
If you'd like to find out more about us or the role, please get in touch with in our People team.