Head of Advice Proposition

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Wealth Wizards

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2009

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Wealth Wizards is a company that provides financial guidance and advice to consumers, helping them unlock their financial futures through connected and customizable journeys. Based in the UK, Wealth Wizards serves some of the biggest financial services organizations by offering user-friendly and data-driven insights to improve customer engagement and outcomes. Their platform focuses on digital solutions such as financial health checks, retirement planning, and pension consolidation, all integrated seamlessly via their API-first approach. As regulated financial advisers, they ensure compliance with consumer duty obligations, maintaining high security standards and sustainability practices. Wealth Wizards aims to make financial guidance accessible and affordable for everyone.

📋 Description

• 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

🎯 Requirements

• Proven experience in proposition development and working closely 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 • Chartered Financial Planner status (Preferred but not Essential) • Experienced in Later Life Lending Advice or have had exposure to it (Preferred but not Essential)

🏖️ 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