Senior Proposition Management Analyst

Recruiter
Emerald Group
Location
South West
Salary
Market Rate
Posted
16 Feb 2018
Closes
16 Mar 2018
Ref
1024903
Experience
Qualified
Contract Type
Permanent
Hours
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

Skills/Qualifications:

  • 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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