Advice Optimisation Manager
Salary: Up to £80,000 + benefits
Contract Type: 12 Secondment – 35 hours a week
Grade: Department Leader
Closing Date: Friday 6th November 2026
The salary advertised is a guide based on our current reward architecture, the salary offered would be within the salary range for the role. If you are submitting an application for a lateral move, i.e. a move to a role at the same grade, there is no automatic/guaranteed salary increase.
Make a Difference in Advice & Distribution
As the Advice Optimisation Manager, you will be responsible for leading and delivering strategic improvement initiatives across the Wealth Advice business, ensuring change is translated into measurable business outcomes. Working as part of a transformation programme, you will identify, design and implement improvements that enhance customer experience, increase adviser capacity and productivity, optimise support models, and maximise the value derived from technology and automation investments.
The role bridges strategy and execution, working closely with Advice, Operations, Risk, Technology, Change and Data teams to ensure improvement opportunities are delivered effectively and embedded sustainably within the business.
Your Impact
Business Optimisation
- Identify opportunities to improve customer outcomes, business performance and operational efficiency.
- Analyse existing customer and colleague journeys to identify pain points, waste and improvement opportunities.
- Support the development of future-state operating models and service propositions.
- Ensure solutions balance customer, commercial, regulatory and operational requirements.
Change Delivery
- Lead the delivery of optimisation initiatives from discovery through to implementation and benefit tracking.
- Develop delivery plans, milestones and success measures for assigned workstreams.
- Coordinate cross-functional teams to ensure delivery remains on track.
- Proactively manage risks, dependencies and issues.
Adviser Productivity & Capacity
- Deliver initiatives designed to increase adviser productivity and capacity.
- Support the implementation of improved servicing models and customer segmentation approaches.
- Identify opportunities to reduce adviser friction and non-value-adding activity.
- Monitor productivity outcomes and recommend continual improvements.
Customer Journey Improvement
- Lead reviews of end-to-end customer journeys.
- Utilise insight, data and colleague feedback to improve customer experiences.
- Ensure customer outcomes remain at the centre of all optimisation activity.
- Work with customer experience teams to test and validate proposed improvements.
Supporting pilot activity, test-and-learn initiatives and continuous improvement programmes. - Support the adoption of technology and digital solutions across the advice business.
- Work with technology teams to define business requirements and prioritise enhancements.
- Drive effective implementation of automation, workflow and AI-enabled solutions.
Stakeholder Management
- Build strong relationships across senior stakeholders, business leaders and subject matter experts.
- Facilitate workshops, governance forums and decision-making sessions.
- Create clear communications and reporting to support engagement and programme governance.
- Influence stakeholders to support change adoption and business readiness.
Benefits Realisation
- Define and track key performance indicators and programme outcomes.
- Monitor progress against agreed objectives and key results (OKRs).
- Produce reporting and insight to support leadership decision making.
- Ensure delivery activity translates into sustainable business benefits.
What You’ll Bring
- Demonstrable experience delivering business transformation, operational improvement or change initiatives.
- Experience within Financial Services, Wealth Management, Advice, Banking or related regulated environments.
- Proven track record of delivering measurable efficiency, productivity or customer experience improvements.
- Experience working across multiple stakeholder groups and influencing senior leaders.
- Strong programme, project or workstream delivery experience.
- Experience defining and implementing process improvements and operating model changes.
- Strong analytical and problem-solving capability.
- Experience using data and insight to identify and prioritise improvement opportunities.
- Ability to manage competing priorities within a fast-paced environment.
- Experience within a regulated advice business (desirable).
- Understanding of Wealth Management, Financial Advice or Adviser operating models (desirable).
Growing at Wesleyan
We’re building a culture where everyone belongs. Diversity isn’t just a policy—it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. With over 35% of our vacancies being filled by internal colleague moves, we are committed to supporting your development within the business.
If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.
Ready to Shape Your Future?
Please discuss you application for this role with line manager before applying for this position, so that we can support your progression and development.
What to Know Before Applying
Please note: We are giving priority interview opportunities to colleagues whose current roles are At Risk of Redundancy. If we receive interest for this role from this group of colleagues who demonstrate the minimum criteria, they will be considered first.
We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part-time options.
Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).