Senior Proposition Management Analyst

South West
Market Rate
16 Feb 2018
16 Mar 2018
Contract Type
Full Time

Consultant Name: John Koehler

Telephone Number: 02038679830

Email Address: John Koehler

Key Responsibilities:

  • Manage the development of new and the enhancement/maintenance of existing propositions including the identification of emerging risks within the existing proposition portfolios
  • Manage the relationships and perform an oversight and governance function in relation to the provision of outsourced services relating to investments
  • Support internal departments within SIP by providing technical expertise e.g. positive and knowledgeable input to marketing/technical material, etc.
  • Provide regular overview of changes in the marketplace and competitive trends and review the level of product charges on at least an annual basis
  • Managing the process for the monitoring and reporting of progress against Key Performance Indicators
  • Monitor fund management charges and the processing of rebates and/or loading charges
  • Manage the SIP fund ranges including changes of name, mergers, closures, move to clean share classes
  • Act as SME for SIP investment proposition related initiatives, providing expertise where necessary to include risk assessment and financial appraisal and liaison with Dorey Limited
  • Act as the SME for the investment related aspects of the Fair Treatment of Longstanding Customers review
  • Support the Head of Proposition Management in managing the business as usual work
  • Deputise for the Head of Proposition Management as appropriate and mentor/provide support to the Proposition Management Analysts as necessary


  • Newly qualified actuary / up to 2 years post qualification experience
  • Degree level education (or equivalent)
  • Insurance company, investment and financial services experience
  • Good understanding of strategy and commercial targets
  • Good understanding of the financial dynamics of product development & performance
  • Good knowledge of long term profitability techniques
  • Good knowledge of investment performance measurement techniques and Investment administration experience
  • Understanding of product related areas including finance, technology and customer services
  • Experience with Microsoft products i.e. Excel, Word, Outlook & PowerPoint
  • Project management experience
  • Knowledge of the UK Life and Pensions Market in general
  • Knowledge of insurance business and strategies of UK companies

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