Proposition Analyst

to our clients throughout the lifetime of a 7IM product/proposition.

The Proposition Analyst is part of a team responsible for ensuring that any existing and new 7IM propositions, provide our end clients with good customer/consumer outcomes and comply with our regulatory obligations.

The role is both outward looking, working closely with 7IM clients and inward looking working closely with the client-facing, IT, Change and Operations teams, as well as the other CX teams.

Responsibilities:
General

• To develop the 7IM proposition by contributing to defined projects, working alongside the wider team
• To design and implement proposition improvements, including new features, enhanced user experiences and by supporting our digital applications in partnership with the Digital team
• On new proposition developments, work on documenting ideas as formal Proposals with supporting business cases, in readiness for presentation to the Strategy Implementation Group (SIG)
• During the lifetime of a proposition, act as a key contributor to any legal and compliance requirements that effect propositions supported/owned
• With support, to manage and liaise with third-party partners including software providers, product providers and providers of complementary services to our own activities
• On propositions supported, work with sales and CX teams to provide additional collateral/material and support which will include drafting of external-facing materials and delivering training to 7IM colleagues
• On propositions supported, work with CX colleagues to complete annual product/service reviews in line with PROD regulatory framework. The role holder will receive support and training from the lead Proposition Manager to enable them to take on this responsibility
• Conduct regular research into competitive proposition and trends
• Where required, review and sign off test coverage of proposition enhancements before they go live.

Specific areas of proposition work:

• To support the lead Proposition Manager for retirement propositions, which will include supporting the illustrations tool, Secured lifetime income (SLI) and Retirement Income Service (RIS) products, ensuring they remain compelling and compliant
• To support the lead Proposition Manager for corporate sustainability, which will include management of the plan to meet our targets on emissions reductions by 20% over five years to 2026
• Initially, there will be two key areas of focus, as above. However, focus areas can rotate over time to offer the role holder an opportunity to gain a well-rounded set of experiences in all aspects of Proposition team work, in support of their own personal development and career path.

About The Candidate
Skills:

• Strong verbal and written communication skills
• Ability to think both analytically and commercially
• Strong problem-solving mindset
• Ability to propose potential solutions to business issues with conviction
• Attention to detail with an ability to complete research and then;
• Present information effectively to stakeholders that is accurate, clear, and concise
• Ability to manage external and internal vendors and suppliers
• Strong People Management/liaison/influencing skills

Knowledge / Experience:

• Experience in the UK platform market
• Good financial services knowledge, ideally with some experience in planning and/or retirement
• Understanding of the regulatory environment in the UK for financial services
• Experience working with third party vendors/suppliers
• Understanding of the influence of sustainability (AKA ESG) on the financial services sector.

About The Company
The '7' in 7IM refers to the seven original founders of the business. Back in 2002, they couldn't find a firm they trusted to manage their families' money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they'd like to invest with themselves.

Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.

We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.

Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.

We still follow our founders' plan and aim to get the simple things right all wrapped up with real, honest, human service - that's what sets us apart from everyone else.