Investment Proposition Manager

Banking & Financial Services
Midlothian
July 3, 2026
Permanent
Urgent

Job Description

Job Description Summary

Investment Proposition Manager (Permanent) – Edinburgh. Salary: £64,400 – £96,600. Minimum office attendance: 40% hybrid.

Closing date: 14th July 2026.

Responsibilities

  • Lead the development of new investment initiatives from concept through to delivery, ensuring strong commercial outcomes.
  • Take ownership of existing propositions, proactively identifying opportunities to enhance performance, improve customer outcomes and maintain competitive positioning.
  • Drive proposition strategy, bringing a forward thinking perspective to shape and influence long term direction.
  • Develop high quality business cases and proposals, underpinned by robust customer, adviser and distributor insights.
  • Deliver insightful market and competitor analysis, clearly articulating implications and opportunities for the business.
  • Own governance requirements, including Board and Committee materials, ensuring clear, compelling and well structured outputs.
  • Chair and manage internal forums and committees relevant to proposition development and oversight.
  • Collaborate with senior stakeholders across functions, influencing and aligning on priorities, delivery approaches and outcomes.

Qualifications

  • Proven experience leading the development and ongoing management of investment propositions.
  • Strong technical and commercial understanding of investment solutions and product structures.
  • Track record of successfully delivering complex initiatives and projects in a fast paced environment.
  • Deep understanding of customer and adviser needs, with the ability to translate these into compelling solutions.
  • Excellent stakeholder management and influencing skills, with experience presenting to senior leadership and governance forums.
  • Ability to operate at both a hands on delivery level and a strategic, forward looking level.

What’s in it for you?

Enhanced pension scheme: contribute 3% of salary; company matches 9% (up to a combined 20% of salary).

Discretionary bonus, depending on personal and company performance.

34 days leave per year (including bank holidays, pro rated for part time).

Private medical cover, life assurance, critical illness cover, enhanced parental leave.

Lifestyle benefits: retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.

The legal bits

Applicants must confirm right to work in the UK. Successful candidates will undergo credit and criminal record checks and provide satisfactory references.

Equal Opportunity Employer: We welcome applications from all suitably qualified persons regardless of age, disability, race, religion/belief, gender, sexual orientation, or gender identity.

Location

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