Automated Advice Oversight Senior Manager at Wealth Wizards

About the RoleEnabling and supporting all key aspects SaaS Financial Guidance & Advice governance & oversight via House Rules Forum, and facilitating guidance & advice support for tenants, liaising with CS.Duties & ResponsibilitiesEnsures Financial Guidance & Advice artefacts and deliverables are in place at each SaaS delivery stage gate, and facilitates any approvalsEnsures there is appropriate and accessible Financial Guidance & Advice record keepingCoordinates with Compliance Manager to ensure their timely input into copy and content during buildCoordinates between Client Success Managers and team for any prospect RFIs/RFPs and prospect or tenant queries or issues related to Financial Guidance & Advice to ensure timely and appropriate responses, and facilitates Financial Guidance & Advice sign off of any tenant release notesDelivery of the 'definition of done' tenant facing Financial Guidance & Advice document (content authored by Senior Technical & Policy Manager for Principles & Policy and Senior Technical Business Analyst for specifications)Delivery of the ‘go’ tenant configuration facing Financial Guidance & Advice documentDelivery of the Financial Guidance & Advice technical content of any tenant briefing or tenant end user trainingCoordinate final Financial Guidance & Advice e2e review of Product ahead of ‘done’In live, delivers Financial Guidance & Advice error reporting / diagnostics / change tracking , and outcome data monitoring for stakeholdersOversees Tax Year End change process and external parameter change process (eg Pensions UK retirement living standards, annuity rates for relevant products)Secretariat of House Rules ForumAdhere to all Information Security policies and proceduresAbout YouAble to understand key issues and challenges related to the delivery of digital automated Financial Guidance & Advice Products Able to take ownership and drive to timely resolution Exceptional attention to detailAble to communicate and/or present credibly and effectively at all levels (written and verbal)Excellent planning, organisation and time management skillsAbility to meet deadlinesComfortable with use of IT systems and able to learn new systems quicklyDemonstrate Wealth Wizards core values (PEARH) as belowExperienceEssentialRelevant qualifications (eg Diploma Qualified - QCF level 4)Experience in the oversight, governance or supervision of regulated financial guidance and/or adviceDesirableExperience in the delivery or operation of regulated financial guidance and/or adviceExperience in the oversight, governance or supervision of digital SaaS services Experience and/or qualifications in Project Management, Agile DevelopmentOur BenefitsFlexible workingWe prioritise a sustainable work/life balanceWe have a collaborative learning culture that promotes psychological safety25 days annual leave plus every bank holidayCompany pension (up to 10% employer contribution)Company performance based Bonus schemePaid day off to celebrate your birthdayAdditional holiday purchase (up to 5 days per year)Additional holidays for length of service (up to 3 days)Private medical insuranceDental and health cash plansEnhanced parental leave and payDiscounts on gym membership and health screeningEmployee assistance programmeLife assurance of 4x basic salary£500 pension advice per year6 paid days per year for self development£500 individual training budget per yearProfessional memberships fundedSalary sacrifice car schemeCycle, Home & Tech schemeAbout Wealth WizardsFounded in 2009, Wealth Wizards are automating financial advice for the digital age. Our founding purpose is to make financial advice affordable and accessible to everyone, and this mission and ethos still drives the business forward and is at the heart of all we do.Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.Today, we are one of the UK’s leading financial advice technology providers with a growing B2B customer base including wealth management, Tier-1 banks, pension providers and large insurers in the UK.Since March 2021 we have been owned by Royal London and we now have a key role to play in advancing their digital strategies.Additional notePlease note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role. Our Hiring ProcessStage 1: Screening CallStage 2: Line Manager InterviewStage 3: Team Interview Stage 4: Final Interview

Automated Advice Oversight Senior Manager

Emma

Requirements and responsibilities

Skills wanted:

Language(s) required:

Ben Hampton

Nicholas Mastrocinque

Tony Vail

About Wealth Wizards:

www.wealthwizards.com/

Admin access needed

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