As the Mortgage and Protection Proposition Consultant, you will support the management of the Openwork and Owl M&P Propositions function, to ensure products and services offered to clients are developed and managed effectively, aligned to corporate strategy and high standards of governance.
The Benefits:
- Salary - up to £45,500
- Bonus scheme - on target bonus 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
KEY ACCOUNTABILITIES
Operational management and delivery of key areas of the M&P Proposition to provide control and oversight of proposition development, management and promotion.
- Work with the M&P Proposition Managers to manage the relationships with product providers and lenders.
- Ensuring there is a suitable relationship governance framework in place to monitor and evaluate the performance of the providers / lenders.
- Bring forward new development ideas and other opportunities with providers that will enhance the M&P Proposition and drive great outcomes for advisers and their clients.
- Undertake due diligence on initial appointment of new provider / lenders and on an ongoing basis.
- Work with the product governance team to undertake proposition reviews for M&P products, owning the actions and seeing them through the appropriate governance committees.
- Maintain proposition documentation (panel rationale, provider profiles, review logs, contracts) and contribute to procedure and control improvements to support audit readiness.
- Act as a point of contact for adviser proposition queries and feedback; identify themes and ensure improvements are prioritised and delivered.
- Undertake research activity across the M&P industry – products, competitors, consumers and our own data to inform proposition development.
- Ensuring M&P proposition content on adviser and colleague portals / Teams channels is up to date and accessible
- Managing the regular provider webinar programme to support adviser knowledge and education
- Ownership of MI including distribution of this to relevant parties
- Coordinate and track proposition change activity (e.g., provider/product changes, new tools/content releases), ensuring appropriate review, communication and evidence of sign-off