Lloyds Wealth
Products & Propositions Manager
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Products & Propositions Manager
Proposition Manager – Lloyds Wealth
Job Type
Fixed-Term Contract (until 31/12/2027)
Location
National (London pay rates apply)*
Salary
- National: £56,060 – £61,666
- London: £65,387 – £71,925
Closing Date
31/07/2026*
About the Role
Lloyds Wealth aims to transform financial advice by making it more affordable, accessible, and impactful for individuals and businesses.
The Proposition Manager plays a pivotal role in leading the development, delivery, and governance of financial propositions, ensuring they align with client needs, commercial objectives, and regulatory standards. This position involves close collaboration with stakeholders across product, marketing, distribution, risk, and external partners to drive innovation and value.
Key Responsibilities
Proposition Development & Governance
- Own the end-to-end lifecycle of financial propositions—from concept to launch and beyond—ensuring alignment with strategic goals and client-centric outcomes.
- Identify trends and gaps in the market and lead the delivery of innovative, competitive solutions that enhance client experience.
- Execute data-driven proposition governance, leveraging analytics to evidence client outcomes and maintain regulatory compliance across Lloyds Wealth.
- Partner with third-party providers to refine and deploy propositions effectively.
Stakeholder & Team Compliance
- Engage cross-functional teams (marketing, product, risk, compliance) to ensure propositions are client-focused, compliant, and commercially robust.
- Build and maintain relationships with stakeholders to ensure timely, high-quality insights drive informed decision-making.
- Foster a culture of growth by overseeing junior team members, providing mentorship, and championing continuous improvement.
- Reinforce Lloyds Wealth’s core values through behaviours that inspire and influence others positively.
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Requirements & Skills
Experience & Qualifications
Ideal candidate will have:
- Proven track record in product/proposition management, preferably within wealth management, financial planning, or advice.
- In-depth knowledge of the wealth management industry, competitive landscape, and regulatory environment (e.g., FCA, financial advice standards).
- Strong commercial acumen—ability to balance client value and business imperative for sustainable growth.
Core Competencies
- Problem-solving: Ability to analyse complex challenges and design scalable, client-led solutions.
- Leadership: Proven ability to guide teams, influence stakeholders, and drive outcomes in fast-moving environments.
- Communication: Clarity in translating technical/regulatory detail for diverse audiences.
- Adaptability & Prioritisation: Thrives in dynamic environments, reprioritising tasks effectively.
- Why Partial Fit Works: Lloyds Wealth encourages application if your skills (localise 80%) to the role’s core demands.
How Lloyds Values Your Contribution
Rewards & Benefits
A comprehensive benefits package designed to support present and future wellbeing:
- Holiday Entitlement: 30 days’ paid leave + bank holidays (with option to buy/sell 5 extra days).
- Health & Wellbeing Support:
- Private Medical Insurance (fully paid).
- Life Insurance and Health Screenings.
- Pension: Employer contributes up to 15% of base salary.
- Cash Allowance (£ flexible per year) for benefits such as:
- Premium dental cover.
- Paid sabbatical leave.
- Gym memberships and menopause support.
- Bonus Scheme: Based on individual and company performance (eligible after 3 months’ service).
- Financial Advice: Free access to tailored financial planning resources.
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Flexible Working
Lloyds Wealth embraces agile, people-centered work models including:
- Hybrid/home working options.
- Flexible hours, reduced hours, and job-sharing arrangements.
- Transition & Returners: Actively supports those reinventing their careers post-career break, with tailored support.
Diversity & Belonging
- Inclusive culture: Celebrates diversity in identity, experience, and thought.
- Equality initiatives: Transparent gender pay reporting.
- Accessibility: Accommodates disabilities/health conditions/neurodiversity.
*Regulatory Context
As Lloyds Wealth operates under the Senior Managers and Certification Regime (SMCR), some roles (especially certified roles) involve:
- Enhanced vetting processes.
- Annual fitness & conduct refresh checks.
Ready to Influence Change?
Join Lloyds Wealth to redefine financial advice: Let’s build the future, together.
📌 *Vacancy may close early if a suitable candidate is identified. 🔍 Check regularly: New roles frequently open and close swiftly. Urgent applications welcome!
» Visit our [Careers] website to dive deeper into Lloyds Wealth’s values, culture, and open opportunities.
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