Advice Optimisation Manager
Wesleyan · Birmingham, England ·
Advice Optimisation Manager Salary: Up to £80,000 + benefits Contract Type: 12 Month Fixed Term Contract – 35 hours a week Location: Birmingham Based – Open to candidates UK wide who are willing to travel to site as and when required Closing Date: Friday 6th November 2026 Shape Brighter Futures with Wesleyan Established in 1841, Wesleyan help trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future.
Today, we're proud to continue that mission with passion and purpose. If you're looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we'd love to hear from you.
Find out more about who we are: About Wesleyan 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 w...