Lead the design, governance, and delivery of financial advice propositions, ensuring regulatory compliance and good customer outcomes, while developing operational practices and strategic input for the business.
At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.
We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.
Role Purpose
To lead the design, governance and delivery of advice propositions across Equity Release Advice (ERA) and Personal Advice, embedding compliant service design, robust advice policy, strong oversight and market insight to ensure good customer outcomes, regulatory integrity and clear accountability. This role also ensures consistency and coherence of Financial Planning Principles and Policies across the broader Help Proposition, including Planning & Coaching, Targeted Support, Individualised Advice and ERA, while shaping the future advice model in line with regulation and Group strategy.
Key Responsibilities
- Lead the design, governance and delivery of the Equity Release and Personal Advice propositions, ensuring alignment with regulatory requirements, customer outcomes and Group strategy
- Develop and maintain robust advice guidance, policies, and centralised advice frameworks (including CIP, CRP and alignment with COBS 9C)
- Chair relevant governance forums (e.g. Product Proposition Committee) and contribute to key committees such as the Wealth Wizards Investment Committee
- Work closely with internal stakeholders to design, implement and evolve propositions and policies, ensuring operational feasibility and regulatory compliance
- Provide strategic input into the development of advice proposition, including:
- Product strategy (restricted vs broader proposition)
- Scaling adviser capability within the appropriate culture and operating model
- Utilisation of third-party tooling to support scalable delivery
- Integration within the wider continuum of guidance, targeted support and advice
- Design and oversee service models that deliver good customer outcomes, with clear accountability and effective oversight
- Assess new concepts and initiatives for regulatory and operational viability
- Produce key regulatory deliverables, including the annual Customer Duty Board Report
- Bring external market insight into the business and proposition, maintaining visibility and credibility within the market
Skills, Knowledge and Expertise
Essential
- Proven experience in proposition development and working closing with product management and design
- Technically proficient in FCA rules and regulations
- Excellent communication and negotiation skills
- Able to balance commerciality with customer outcomes and regulatory compliance
- 5 years plus working in a regulated environment at senior level
Preferred but not Essential
- Chartered Financial Planner status
- Experienced in Later Life Lending Advice or have had exposure to it
Benefits
- Flexible working
- We prioritise a sustainable work/life balance
- We have a collaborative learning culture that promotes psychological safety
- 25 days annual leave plus every bank holiday
- Company pension (up to 10% employer contribution)
- Company performance based Bonus scheme
- Paid day off to celebrate your birthday
- Additional holiday purchase (up to 5 days per year)
- Additional holidays for length of service (up to 3 days)
- Private medical insurance
- Dental and health cash plans
- Enhanced parental leave and pay
- Discounts on gym membership and health screening
- Employee assistance programme
- Life assurance of 4x basic salary
- £500 pension advice per year
- 6 paid days per year for self development
- £500 individual training budget per year
- Professional memberships funded
- Salary sacrifice car scheme
- Cycle, Home & Tech scheme
Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role.
About
Founded in 2009, Wealth Wizards are automating financial advice for the digital age. Our founding purpose is to make financial advice affordable and accessible to everyone, and this mission and ethos still drives the business forward and is at the heart of all we do.Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.Today, we are one of the UK’s leading financial advice technology providers with a growing B2B customer base including wealth management, Tier-1 banks, pension providers and large insurers in the UK.Since March 2021 we have been owned by Royal London and we now have a key role to play in advancing their digital strategies.
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