Future Propositions Manager

Future Propositions Manager

Home based with links to any of our UK offices

Excellent salary and benefits package (see below)

Succession Wealth are one of the UK’s leading Financial Advisory firms and a wholly owned subsidiary of Aviva. Our Wealth Advisors and support teams provide a high quality, holistic financial advice service, helping clients from all walks of life to achieve their financial goals.

Now is an exciting and transformative time for us here at Succession as we prepare our business for a phase of planned strategic growth. All across Succession our teams are working on projects to transform processes and put in place structures that will support our growth strategy.

The Opportunity…

We’re seeking a strategic and commercially minded Future Proposition Manager to support the development and delivery of future propositions that drive growth, enhance client experience and differentiate us in the financial advice market.

This role focuses on turning strategy into action—leading workstreams, managing proposition development and ensuring propositions are delivered with operational excellence.

What you’ll be doing

• Translating strategic direction into clear project plans and deliverables
• Leading the development, validation and launch of new propositions
• Managing proposition roadmaps and prioritisation
• Conducting market and competitor analysis to inform decision-making
• Championing a customer-centric approach and improve client journeys
• Working cross-functionally across Advice, Operations, Risk & Compliance, L&D and Finance
• Ensuring propositions meet regulatory and governance requirements
• Tracking KPIs and business case outcomes

You…

• Significant experience in proposition development, product or change management within financial services
• Strong understanding of the financial advice / wealth management market
• Proven track record of delivering innovative, commercially successful propositions
• Strategic, analytical and results-driven
• Highly collaborative with strong stakeholder management skills

What You Can Expect From Us

A competitive basic salary, annual pay reviews and performance linked increases as well as:

• 25 days Annual leave 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 our 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, Digital 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
• 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 leadership & management
• 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 internal job opportunities
• Access to a range of free courses via our Learning Management system