Proposition Consultant

Proposition Consultant

23rd May 2023

Working with the Propositions team, Partnership Services and wider Sesame Bankhall Group Teams, the Proposition Owner’s primary role is to support and facilitate the deployment of SBG’s Propositions as part of the Business’ wider strategic objectives. Additionally, this role will also include the opportunity to feed into and define new concepts and the regular review to existing propositions.


Propositional Development
  • To work collaboratively with the Propositions team to help develop Sesame Bankhall Group’s proposition strategy, providing input, opinion and challenge as appropriate.
  • Undertake projects as and when required, to support the needs of the business or to achieve Partnership Services department objectives.
  • Understand wider market-dynamics and industry trends across Wealth, Mortgage, Protection and General Insurance market, from adviser sentiment and opinions, through to competitor propositions and end-consumer behaviours.
Propositional Delivery
  • Help facilitate the operationalisation of propositional delivery, coordinating its effective deployment by proactively supporting the Proposition Teams’ parallel deliveries, balancing long and short-term objectives, resource demands, and adherence to regulatory requirements.
  • Build and maintain knowledge and understanding of the overall business strategy to ensure a clear link with the functions and their activities, facilitating connections across these and the Partnership Services department.
  • Develop an effective and productive working relationship with all relevant stakeholders across the Group to ensure effective operation and implementation of propositional strategic priorities.
  • Help facilitate propositional activity with Distribution and Marketing Teams to support effective deployment of Take-to-Market Strategies for all propositions.
Proposition Management & Governance
  • Contribute to regular reporting on propositional delivery roadmap progress, KPIs and KRIs to relevant stakeholders and Committees.
  • Adhere to relevant proposition governance requirements in all proposition development activity.

Critical Behaviors Required



Interacting & Engaging


Technical Competence


Organising & Executing


Managing & Developing Self & Others


Service Delivery Excellence


Entrepreneurial & Commercial Thinking


Embracing Change




Collaborative Working


Personal profile

Qualifications required

• None

• Attainment of or working towards RQF level 4 Diploma in Regulated Financial Planning (or equivalent)

Experience required

• Detail-oriented, with demonstrable results in ensuring delivery of quality, error-free work, through close attention to detail.
• Proven experience and of working to tight deadlines, managing change and delivering actionable recommendations.
• Good people skills to build effective relationships. 

• Previous role in Financial Services.
• Drive and Enthusiasm.
• Motivated, with high levels of energy and commitment and focused on achieving personal targets.

Our Expectations

Our Approach to Risk Management

• You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.

Three Lines of Defence Risk Management Model

• You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.

The Consumer Duty Principle

• You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.

Information Security

• You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.

SBG’s 6 Star Service Delivery

• You will need to demonstrate an understanding of what 6-star service delivery means in your role. This will be evidenced through your day-to-day behaviours and performance measured against your team’s 6-star service objectives.

Apply Back to all jobs
Full time/Permanent
Up to £40,000 per annum
Sale (Hybrid) or Field Based
Closing Date: TBC

Essential Skills Required

Excellent communication skills, both written and verbal
Ability to analyse and interpret reports and complex challenging data
Adaptability, empathy and flexibility - ability to work under pressure and manage multi-tasks/issues simultaneously in a high-pressured environment
Ability to successfully develop relationships and work strategically
Strong Stakeholder management skills

Critical Knowledge Required

Strong financial services industry insight and knowledge, including understanding of Mortgage, Protection, General Insurance and Wealth propositions, including competitor proposition landscape in the financial adviser support space.
Technical knowledge of the Financial Advice market and understanding of market trends and dynamics.
Sesame Bankhall Valuation Services
Your Learning Hub
The People Department

Copyright 2023 by SBG - Sesame Bankhall Group