Head of Advice Proposition
Employer: Wealth Wizards
Location: Remote
Salary: Not listed
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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.
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 Wealth Wizards
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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