Barnett Waddingham
Proposition Manager
Job Location
Cheltenham Trade Park, United Kingdom
Job Description
We have an exciting opportunity for a Proposition Manager to join our SIPP team. The SIPP Business Area provides administration and trusteeship services to over 70,000 self-invested personal pension arrangements for members, both advised and non-advised, and have ambitious plan to grow our customer base. SIPP knowledge is essential for this role.
This role can be based in our Cheltenham or Glasgow offices working on a hybrid basis.
A snapshot of your day:
Supporting the SIPP Product Manager and Head of SIPP Propositions in their delivery of Consumer Duty accountabilities, covering Consumer Duty outcomes for ‘Products and Services’, ‘Price and Value’ and ‘Consumer Understanding’.
Ensure existing and new propositions are designed and managed to meet the needs and objectives of customers within identified target markets, and that suitable proposition governance and processes and controls are maintained.
Develop and implement appropriate Investment Solutions to support BW and its key business partners, ensuring full integration with Proposition and Customer journeys.
Ensure appropriate Investment Governance and Oversight model is implemented and maintained for all Investment Solutions.
Maintaining an up-to-date awareness of changes to key competitor offerings and developments in the SIPP market, ensuring these are communicated to internal stakeholders.
Proactively keep up to date with FCA, DWP and HMRC changes, assessing the impact of changes and ensuring there is clear internal and external communication on the impact, providing training as needed.
Take ownership to resolve proposition and technical queries and support the Technical Committee with resolution of complex case referrals.
Conducting analysis of customer demand and regulatory changes, and supporting the implementation of any required or recommended changes.
We would love to hear from you if you have:
Thorough knowledge of HMRC and FCA rules as they apply to SIPPs.
Knowledge of the SIPP and SSAS market place is essential.
Knowledge of the wider pensions market is desirable.
Experience in developing pension products and delivering to market in line with the business plan.
Self-starter, highly organised and able to work well with colleagues at all levels in the organisation.
Confident presenter and strong interpersonal skills are essential.
Strong interpersonal skills including the ability to influence upwards, support complex projects and plan for the longer term
What's in it for you:
Competitive discretionary annual bonus and salary review
Generous pension scheme (we contribute 8%)
Funded training and professional development
Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading
A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts
Accessibility
We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click
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Location: Cheltenham Trade Park, GB
Posted Date: 11/23/2024
This role can be based in our Cheltenham or Glasgow offices working on a hybrid basis.
A snapshot of your day:
Supporting the SIPP Product Manager and Head of SIPP Propositions in their delivery of Consumer Duty accountabilities, covering Consumer Duty outcomes for ‘Products and Services’, ‘Price and Value’ and ‘Consumer Understanding’.
Ensure existing and new propositions are designed and managed to meet the needs and objectives of customers within identified target markets, and that suitable proposition governance and processes and controls are maintained.
Develop and implement appropriate Investment Solutions to support BW and its key business partners, ensuring full integration with Proposition and Customer journeys.
Ensure appropriate Investment Governance and Oversight model is implemented and maintained for all Investment Solutions.
Maintaining an up-to-date awareness of changes to key competitor offerings and developments in the SIPP market, ensuring these are communicated to internal stakeholders.
Proactively keep up to date with FCA, DWP and HMRC changes, assessing the impact of changes and ensuring there is clear internal and external communication on the impact, providing training as needed.
Take ownership to resolve proposition and technical queries and support the Technical Committee with resolution of complex case referrals.
Conducting analysis of customer demand and regulatory changes, and supporting the implementation of any required or recommended changes.
We would love to hear from you if you have:
Thorough knowledge of HMRC and FCA rules as they apply to SIPPs.
Knowledge of the SIPP and SSAS market place is essential.
Knowledge of the wider pensions market is desirable.
Experience in developing pension products and delivering to market in line with the business plan.
Self-starter, highly organised and able to work well with colleagues at all levels in the organisation.
Confident presenter and strong interpersonal skills are essential.
Strong interpersonal skills including the ability to influence upwards, support complex projects and plan for the longer term
What's in it for you:
Competitive discretionary annual bonus and salary review
Generous pension scheme (we contribute 8%)
Funded training and professional development
Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading
A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts
Accessibility
We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click
Follow Barnett Waddingham on
Location: Cheltenham Trade Park, GB
Posted Date: 11/23/2024
Contact Information
| Contact | Human Resources Barnett Waddingham |
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