Senior Automated Advice & Targeted Support Oversight Manager

DescriptionAt Wealth Wizards, we believe everyone deserves access to high-quality financial guidance and advice. Since 2009, we’ve been using technology to make financial advice affordable, accessible, and understandable. Our mission goes beyond day-to-day money management, we’re committed to helping people plan for their retirement and secure their financial wellbeing in later life. Now, we’re rethinking how personalised advice is delivered, and we’re looking for a Senior Automated Advice & Targeted Support Oversight Manager to help us make that vision a reality. This is an opportunity to shape not just the products we build, but the way we build them, setting the standard for craft, quality, and user-centred thinking across the company. We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds. If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help. About the RoleEnabling and supporting all key aspects SaaS Financial Guidance & Advice governance & oversight via GAC, and facilitating guidance & advice support for tenants, liaising with CS. Duties & Responsibilities:

• Ensures Financial Guidance & Advice artefacts and deliverables are in place at each SaaS delivery stage gate, and facilitates any GAC approvals

• Ensures there is appropriate and accessible Financial Guidance & Advice record keeping

• Coordinates with Compliance Manager to ensure their timely input into copy and content during build

• Coordinates between Client Success Managers and team for any prospect RFIs/RFPs and prospect or tenant queries or issues related to Financial Guidance & Advice to ensure timely and appropriate responses, and facilitates Financial Guidance & Advice sign off of any tenant release notes

• Delivery of the 'definition of done' tenant facing Financial Guidance & Advice document (content authored by Senior Technical & Policy Manager for Principles & Policy and Senior Technical Business Analyst for specifications)

• Delivery of the ‘go’ tenant configuration facing Financial Guidance & Advice document

• Delivery of the Financial Guidance & Advice technical content of any tenant briefing or tenant end user training

• Coordinate final Financial Guidance & Advice e2e review of Product ahead of ‘done’

• In live, delivers Financial Guidance & Advice error reporting / diagnostics / change tracking , and outcome data monitoring for GAC

• Oversees Tax Year End change process and external parameter change process (eg PLSA living standards, annuity rates for ROGT)

• Secretariat of Guidance & Advice Committee

• Adhere to all Information Security policies and procedures

About You

• Able to understand key issues and challenges related to the delivery of digital automated Financial Guidance & Advice Products

• Able to take ownership and drive to timely resolution

• Exceptional attention to detail

• Able to communicate and/or present credibly and effectively at all levels (written and verbal)

• Excellent planning, organisation and time management skills

• Ability to meet deadlines

• Comfortable with use of IT systems and able to learn new systems quickly

• Demonstrate Wealth Wizards core values (PEARH) as below

Experience:

• Essential

  • Relevant qualifications (eg Diploma Qualified - QCF level 4)

  • Experience in the oversight, governance or supervision of regulated financial guidance and/or advice

• Desirable

  • Experience in the delivery or operation of regulated financial guidance and/or advice

  • Experience in the oversight, governance or supervision of digital SaaS services

  • Experience and/or qualifications in Project Management, Agile Development

Our Benefits

• Flexible working

• We prioritise a sustainable work/life balance

• We have a collaborative learning culture that promotes psychological safety

• 25 days annual leave plus every bank holiday

• Company pension (up to 10% employer contribution)

• Company performance based Bonus scheme

• Paid day off to celebrate your birthday

• Additional holiday purchase (up to 5 days per year)

• Additional holidays for length of service (up to 3 days)

• Private medical insurance

• Dental and health cash plans

• Enhanced parental leave and pay

• Discounts on gym membership and health screening

• Employee assistance programme

• Life assurance of 4x basic salary

• £500 pension advice per year

• 6 paid days per year for self development

• £500 individual training budget per year

• Professional memberships funded

• Salary sacrifice car scheme

• Cycle, Home & Tech scheme

Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role.