At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.Role PurposeTo lead the design, governance and delivery of Royal London’s advice propositions across Equity Release Advice (ERA) and Personal Advice, embedding compliant service design, robust advice policy, strong oversight and market insight to ensure good customer outcomes, regulatory integrity and clear accountability. This role also ensures consistency and coherence of Financial Planning Principles and Policies across the broader Help Proposition, including Planning & Coaching, Targeted Support, Individualised Advice and ERA, while shaping the future advice model in line with regulation and Group strategy.Key ResponsibilitiesLead the design, governance and delivery of the Equity Release and Personal Advice propositions, ensuring alignment with regulatory requirements, customer outcomes and Group strategyDevelop 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 CommitteeWork closely with internal stakeholders to design, implement and evolve propositions and policies, ensuring operational feasibility and regulatory complianceProvide 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 modelUtilisation of third-party tooling to support scalable deliveryIntegration within the wider continuum of guidance, targeted support and adviceLead the transition and integration of the Wealth Wizards advice business into the Royal London modelDesign and oversee service models that deliver good customer outcomes, with clear accountability and effective oversightAssess new concepts and initiatives for regulatory and operational viabilityProduce key regulatory deliverables, including the annual Customer Duty Board ReportBring external market insight into the business and proposition, maintaining visibility and credibility within the marketSkills, Knowledge and ExpertiseEssentialProven experience in proposition development and working closing with product management and designTechnically proficient in FCA rules and regulationsExcellent communication and negotiation skillsAble to balance commerciality with customer outcomes and regulatory compliance5 years plus working in a regulated environment at senior levelPreferred but not EssentialChartered Financial Planner statusExperienced in Later Life Lending Advice or have had exposure to itBenefitsFlexible 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 schemePlease 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.About 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.
