Wealth Wizards · 1 month ago
Head of Advice Proposition
United States
Full-time
Remote
Director/Executive
5+ years expWealth Wizards is a leading financial advice technology provider, aiming to make financial advice affordable and accessible. The Head of Advice Proposition will lead the design, governance, and delivery of advice propositions, ensuring compliance with regulatory requirements and alignment with customer outcomes and Group strategy.
FinanceFinancial ServicesWealth Management
No H1B
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 Royal London’s 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
Lead the transition and integration of the Wealth Wizards advice business into the Royal London model
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
Qualification
Required
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
Preferred
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
Company
Wealth Wizards
Wealth Wizards is the UK’s first online independent financial adviser and we offer digital regulated financial advice and guidance. It is a sub-organization of Royal London Group.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-03-02Acquired
Leadership Team
Ben Hampton
CEO Wealth Wizards 🧙♂️& CEO Responsible Life 🏠
Tony Vail
Co-Founder. Chief Strategy Officer
Recent News
Google Patent
2025-02-17
2025-02-17
Company data provided by crunchbase