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Senior UK Wealth Management Subject Matter Expert (SME)
- Key Responsibilities:
- Validate, challenge, and refine wealth management propositions through a UK market lens.
- Identify regulatory, Consumer Duty, and market blind spots across product offerings.
- Provide strategic advice on managing cash, interest rate strategies, and FSCS protection frameworks.
- Support client journey design, pricing models, and proposition documentation/artifacts.
- Qualifications & Skills:
- Deep expertise in building, launching, and scaling UK wealth management propositions.
- In-depth understanding of financial planning, wealth management, and banking integration in the UK.
- Proven knowledge of FCA regulations, Consumer Duty requirements, and FSCS protections.