Benchmark Capital · 1 month ago
Proposition Manager
Benchmark Capital is one of the UK’s leading financial planning businesses, aiming to help clients realize aspirations and achieve peace of mind. The Proposition Manager will support the definition, management, and delivery of propositions, collaborating with stakeholders to shape future offerings and develop business cases for new products.
AdviceImpact InvestingReal Estate Investment
Responsibilities
Work with the Group Proposition and Strategy Director to shape future propositions through engagement with senior stakeholders, clients, and external experts
Prioritise new propositions, develop business cases, and define solutions for delivery internally or via third-party providers
Lead the design and development of new propositions and products, while improving existing offerings
Validate propositions through stakeholder feedback and testing to maintain clarity and customer focus
Collaborate with Change teams and Benchmark Digital to implement clear value propositions and product direction
Partner with Sales and Relationship teams to understand customer needs and inform proposition design
Promote Benchmark values and behaviours across teams and partners
Communicate the Benchmark advantage for each proposition internally and externally
Build strong stakeholder relationships and provide timely, high-quality analysis for decision-making
Represent Benchmark at business development seminars, sponsored events, and industry forums
Develop business cases outlining financial benefits, customer impact, and revenue potential
Work with Marketing to deliver effective proposition communications
Qualification
Required
Degree or equivalent qualification, ideally in business
Extensive experience in Financial Services, particularly Financial Planning, IFA, and wrap/platform markets
Strong background in proposition management and understanding of Financial Planning principles, including drivers, valuation criteria, and customer segmentation frameworks
Proven ability to develop market-leading propositions with strong commercial awareness
Strategic and creative thinker, capable of delivering short-, medium-, and long-term plans
Excellent networking, interpersonal, and negotiation skills
Strong written, verbal, and presentation skills, plus organisational, analytical, and problem-solving capability
Comfortable working independently and collaboratively within a team
Proficient in Microsoft Office; experience with CRM systems and related processes
Valid UK driving licence
Benefits
On-site restaurant, coffee shop, and gym
Cutting-edge software and hardware to support collaboration
A dedicated shuttle service to and from Horsham’s mainline train station
Company
Benchmark Capital
Benchmark Capital is a fund manager and advisory firm.
Funding
Current Stage
Growth StageRecent News
2026-01-16
Cyprus Mail
2026-01-03
2025-12-31
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