Adviser Proposition Analyst

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Conduct research on data, competitor activities, market trends, and adviser requirements to produce actionable insights.

• Recognize trends, exceptions, and gaps in evidence.

• Assist in proposition initiatives from initial exploration through testing and implementation phases.

• Collaborate with stakeholders and adviser-facing teams to collect and organize information effectively.

• Create evidence packs for proposition reviews, due diligence, governance documents, and committee decisions.

• Evaluate provider evidence and pinpoint areas that need challenge or escalation.

• Manage due diligence information distributed to third parties.

• Generate concise briefings, research outputs, meeting summaries, and draft documents.

• Monitor reviews, deadlines, and action items, promptly escalating any exceptions.

• Enhance repeatable processes, templates, and records through improved technology use.

• Contribute to the fund research service and develop insights into adviser inquiries and specialized investment knowledge.

⛳️ Requirements

• A strong curiosity about financial advice and a desire to deepen knowledge of advice businesses, products, markets, and regulations.

• Highly organized and precise, with dependable record-keeping and a disciplined approach to follow-through.

• Capable of communicating clearly and simplifying complex information into concise, well-balanced messages.

• Ability to collaborate effectively with diverse internal and external teams.

• Comfortable taking ownership within a defined scope, asking focused questions, and escalating unclear requirements or evidence as needed.

• Experience in financial services, analysis, research, project support, or governance is advantageous but not mandatory.

• Possess transferable skills, sound judgment, and the potential for growth.

• Ability to work remotely within the context of England/UK.

🏝️ Benefits

• 182 hours of holiday (26 days).

• Quilter Incentive Scheme; all employees are eligible to participate.

• Non-contributory company pension scheme, which can be enhanced through personal contributions.

• Private Medical Insurance with single cover as standard, with options to include a partner or children.

• Life Assurance at four times the salary.

• Income Protection at 75% of salary, minus state benefits, payable after 26 weeks of absence.

• Healthcare Cash Plan available for Jersey employees only.

• Flexible benefits for UK employees, available through salary deduction.