Client Proposition Manager

Client Proposition Manager

Field based working, aligned to any of our national office bases 

Excellent benefits package (see below for full details)

We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Are you passionate about creating client-focused solutions that drive growth and loyalty? We’re looking for a dynamic and strategic Manager to join our Client Proposition Team. Reporting directly to the Head of Client Proposition, you’ll play a key role in shaping and delivering compelling, client-centric propositions that set Succession apart in the financial advice market. This is an exciting opportunity to influence the future of our client experience and contribute to our continued success.

The role…

Your role will be to support the management of the Succession propositions by contributing to the development and maintenance of effective, efficient, and compliant processes, guidance, tooling, and propositional oversight.

You’ll play a key part in helping ensure our service offerings meet the needs of our target audiences and align with the company’s strategic goals. Working closely with your team and technical subject matter experts, you’ll help enable our planning community to deliver great client outcomes through our propositions and tools.

On a day to day basis you can expect to be:

• Leading the development and articulation of the proposition strategy in alignment with the company’s business goals and evolving client needs.
• Owning the tracking and reporting of KPIs to evaluate proposition performance.
• Overseeing the full proposition lifecycle, from ideation through launch, maintenance, and retirement.
• Championing a client-first mindset across proposition development and delivery.
• Providing leadership, coaching, and development to direct reports, fostering a collaborative, high-performance culture.

To be successful in the role you will need:

• Expert knowledge and understanding of Proposition development and product management.
• Bachelor's degree in a relevant field (e.g., Business, Finance, Economics, Project Management). Or relevant professional qualifications (e.g., DipPFS); or equivalent industry experience.
• Demonstrated ability to lead and motivate others.
• A proven track record of successfully delivering and developing commercially successful propositions.
• To be client-centric and passionate about delivering exceptional value to clients.

What you can expect from us…

A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with a generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events

Support in achieving your career goals…

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

Our commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.