08 Jul 2019

Proposition Lead

Ref 32500

A wealth management organisation is seeking a Proposition Lead to assist with the management and development of the proposition function of the UCS business. 

The successful candidate will demonstrate expert knowledge in the area of product proposition and will act as a key support during the process of winning propositions for clients and partners.

Main Accountabilities:


  • Review and compare competitors’ products and solutions
  • Identify, analyse and summarise clients’ and partners’ needs and requirements trends
  • Monitor industry and country developments including market shares

Proposition Management

  • Assess threats and opportunities
  • Propose market segmentation

Create & Maintain Product and Marketing Literature

  • Lead and coordinate the production of all products touchpoints
  • Ensure that the literature is in line with the proposition, sales, servicing and Legal & Tax requirements
  • Draft and update product and marketing literature (Terms & Conditions, Application Forms, Policy Schedule and regulatory pre-contractual documentation, Case Studies, Brochure, Digital Content, Servicing documentation)
  • Direct designers for setting and creative in coordination with the marketing team

Clarity and effectiveness of documentation

  • Project Management / Business Lead
  • Take project management or business lead responsibility for some product or proposition development
  • Produce reporting

The desirable candidate will have the following skills and attributes:

  • Individual with at least 5-7 years’ relevant / specialised Group Risk experience 
  • Degree in business, marketing, financial services or insurance
  • Excellent IT skills, MS Excel in particular
  • Experience of market analysis, customer research and distribution management would be an advantage
  • Experience in a cross-border insurance environment would be desirable
Register with us
My Time at Situations
What is an Actuary?