Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.
With over £12 billion in assets under administration and a growing team of more than 100 professionals, we’re building something truly exceptional.
Our culture is driven by three core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—empowering our people to innovate, collaborate, and create meaningful impact every day.
Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.
We are seeking a dynamic and results driven propositions manager to join our team and play a key role in shaping our product and service offerings and help lead the platform migration workstream of Wealthtime Classic.
The ideal candidate will have a deep understanding of customer needs, and experience in platform migrations through ITO/BPO partners.
As the proposition manager, you will be responsible for refining and executing the value propositions for our platform to ensure they deliver the best value for our advisers and clients ensuring good customer outcomes are delivered.
Core responsibilities:
- Working with stakeholders across the organisation to ensure controlled delivery of propositional enhancements in a compliant and consumer-focused way.
- Using customer insights and market research to prioritise enhancements for our advisers and clients to deliver good outcomes.
- Work closely with our product, marketing, and outsourced operations teams to ensure a joined-up approach.
- Leading the identification and communication of value propositions during platform transitions, ensuring minimal disruption to adviser and client experiences.
- Managing stakeholder expectations and change management activities related to platform enhancements and migrations.
- Reporting on gaps and recommending appropriate approaches for rectification.
- Assessing the impact of platform changes on existing propositions and developing mitigation strategies.
- Work with additional parties within the distribution chain to deliver efficiencies in service.
Specialist Skills, Qualifications and Experience:
Essential:
- In depth experience proposition development or product management.
- In depth experience of the platform industry.
- Experience managing or supporting platform migrations, system implementations, or significant technology transitions.
- Operational knowledge of Consumer Duty.
- The ability to solve complicated problems in line with regulatory expectations in both the letter, and spirit of the regulatory landscape.
- A proactive and innovative approach to problem solving, including persuasion and influencing skills.
- Ability to be flexible with work and have efficient prioritisation skills
Desirable
- Experience working with legacy and modern platform systems simultaneously during transition periods.
- Knowledge of data migration, system integration, or technical change management in financial services.
- Experience communicating complex technical changes to non-technical stakeholders (advisers, clients, operational teams).
- Familiarity with platform modernisation strategies and best practices in fintech.
Core Competencies
- Motivating Others – The willingness and ability to motivate and inspire others by means of appropriate challenges, empowerment, rewards and recognition.
- Teamwork – The ability to work co-operatively with others, to be a member of a team and work towards the purpose of a common goal. Building and maintain strong working relationships with advisers, Sales and other colleagues at every levels.
- Decision Making – The ability to make balanced and sound decisions by understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; evaluating the probable consequences of alternative solutions and selecting the most promising alternative.
- Networking – Identifying opportunities and taking action to build strategic relationships between one’s area and other areas, teams, department, units, or organisations to help achieve business goals.
- Communication – The ability to effectively communicate at all levels, both written and verbally, with all internal/external customers.
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
