Proposition Analyst - D2C Products - Personal Investing

Your new company
An opportunity has arisen to join one of the UK's leading investment houses, who specialise in providing low-cost investment platforms to personal investors. They offer direct access to their own range of funds and focus heavily on simplicity and cost-efficiency. The organisation offer a range of tax-efficient products including Stocks & Shares, ISA's and personal pensions (SIPPS), making it well-suited to UK investors prioritising retirement planning and consistent market-based growth.

Your new role

A Proposition Analyst is required to join the organisation to work in their Personal Investing business. The Proposition Analyst will play a pivotal role in shaping, analysis and executing the client proposition for the retail investment business. Bridging strategic analysis with offer execution, contributing directly to the roadmap and performance outcomes. The proposition Analyst will work cross-functionally across various business areas, including client experience, marketing, technology and product teams, to provide analysis and proposition development of the UKPI client proposition.

Key responsibilities will include:

• Analyse complex data to generate actionable insights, ensuring data quality and clear, compelling storytelling.
• Conduct ongoing market, industry, and competitive intelligence to inform strategic planning and leadership updates.
• Translate market trends and customer needs into proposition improvements and feature opportunities.
• Support proposition development by conducting strategic analysis and generating actionable insights, taking full ownership of delivering the resulting changes.
• Monitor the performance of the retail client proposition and identify opportunities for continuous improvement.
• Collaborate cross-functionally across CX, Operations, Technology, Marketing, Finance, and Legal to shape and deliver new propositions and changes.
• Support roadmap development and execution through research, analysis, and effective stakeholder engagement.

What you'll need to succeed

• Proven experience in strategy, proposition development or product management within financial services (desirable - D2C platforms)
• Strong communication, stakeholder management and interpersonal skills
• Strong analytical skills and ability to synthesis complex data into clear insights.
• Effective collaborator with the ability to establish credibility quickly
• Delivery focused with a hands-on approach
• Strategic and proactive thinker with the ability to see the big picture.
• Degree-level education (preferable)

What you'll get in return
Competitive salary (around £75K but possibly negotiable for the right candidate
20% performance bonus
£10,500 Partnership bonus
Several other benefits

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

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