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About the Role

The Proposition Senior Manager will be responsible for the ongoing management and oversight of the Lloyds Wealth Proposition, end to end. This includes all products and services, manufactured, distributed or offered via distribution. This is a high-impact senior leadership opportunity at the heart of Lloyds Wealth, shaping and evolving propositions that deliver exceptional client outcomes while driving commercial success. You’ll play a pivotal role in influencing strategic direction, working closely with senior stakeholders across the business and wider group to ensure our propositions remain competitive, compliant and truly client-centric in a rapidly evolving market. Reporting to the Proposition Strategy Director within the Chief Client Office, you’ll lead governance, oversight and continuous improvement of the proposition, ensuring it meets regulatory expectations while supporting long-term growth.

Responsibilities

Lead Lloyds Wealth proposition governance with key responsibility for the smooth running of the Proposition Governance Committee, leading the production and presentation of critical papers
Maintain and oversee a client-centric end-to-end position, ensuring it continues to provide fair value and prevent foreseeable harm
Ensure the proposition is clearly positioned, differentiated and aligned to the firm’s overall strategy
Collaborate closely with other senior leaders to identify opportunities to evolve the proposition to improve client outcomes, competitiveness and commercial performance or meet changing needs
Responsible for regular reporting of client fair value metrics and consumer duty outcomes, as well as the production of the annual holistic Client Fair Value Assessment
Lead the evolution of enhanced proposition management information production and reporting to facilitate appropriate identification of risks and issues, swift escalation and mitigation of client harm
Lead the evolution of vulnerable client outcomes oversight
Interpret complex data to inform critical proposition management decisions and act as trusted advisor to the Head of Advice Services and the Strategic Proposition Director
Establish strong trusted relationships with key stakeholders across the firm as well as the wider group, including commercial and risk functions, securing buy-in for core proposition related proposals or changes
Remain informed of wider industry developments, competitor activity and regulatory change, with prime responsibility for leading impact assessments, action identification and oversight of action closure
Ensure the proposition meets evolving regulatory expectations and is delivered in line with internal governance frameworks
Own all proposition third party relationships and manage the relationship with significant outsource service providers
Continuously demonstrate the core Lloyds Wealth values, set the tone for maintaining professional standards and promote a high performing culture focused on evolution and continuous improvement
Oversee a small team; offering support, sharing knowledge and experience, actively listening and building trust

Requirements

Significant knowledge and experience across the financial planning and wealth management industry, with an understanding of key competitors
In-depth understanding of mass affluent financial planning products, client advice journeys, governance and reporting
Proven experience in end-to-end proposition management & oversight within wealth management
Strong understanding of the UK wealth & asset management market and regulatory environment, with a focus on the Consumer Duty
Experience of preparing papers and presenting to C-suite at governance committees
Experience of leading and developing a team within a fast-paced working environment
Subject to enhanced vetting if classed as a Certified Role under the Senior Managers and Certification Regime

Skills

Strong commercial and analytical capability
Excellent written and verbal communication and stakeholder management

Location

National

Work Type

Permanent
Flexible working
Informal flexible hours
Reduced working hours
Job-sharing arrangements
Work from home
Hybrid working

Experience Level

Senior leadership

Education Level

Degree level qualification or relevant financial services professional qualification desirable

Salary/Compensations

London: £80,062 - £88,068
National: £76,266- £83,892

Benefits

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days
Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening
Company Pension Contribution: A matched pension contribution of up to 15% of your base pay
Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support
Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
Financial Advice: Access to free financial advice to help secure your financial future

About the Company

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.

Equal Opportunity

We embrace individuality and diversity of identity, experience, and thought.
We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities.
We ensure equal opportunities for all and transparently report on gender pay to promote fairness.