Senior Advice Framework & Governance Manager
Salary: Up to £80,000
Contract Type: Permanent – 35 hours a week
Location: Birmingham (Hybrid Working)
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.
Lead the Future of Advice Governance
We’re looking for an experienced Senior Advice Framework & Governance Manager to join Wesleyan Financial Services.
This is a unique opportunity to lead and develop our Advice Framework & Governance function whilst helping shape the future of financial advice across Wesleyan. Working across Advice, Proposition, Compliance, Risk and Distribution, you’ll play a pivotal role in ensuring our advice framework remains customer-focused, commercially relevant and aligned to evolving regulatory expectations.
As both a people leader and technical subject matter expert, you’ll combine strong financial planning and advice expertise with strategic leadership capability to drive high standards of governance, technical excellence and customer outcomes. You’ll lead the development of advice standards, influence proposition evolution, support advisers in delivering high-quality advice and help shape the future operating model of the advice business, ensuring governance enables adviser effectiveness, innovation and sustainable growth. You’ll be comfortable operating both strategically and hands-on, balancing long-term business objectives with day-to-day technical oversight and governance responsibilities.
Your Impact
Here’s how you’ll make a difference:
- Lead the development, implementation and continuous evolution of Wesleyan’s advice policy, standards, guidance and governance frameworks, ensuring they remain aligned to customer needs, business strategy and regulatory requirements.
- Provide leadership and strategic direction for the Advice Framework & Governance team, developing capability, technical expertise and fostering a culture of excellence, accountability and continuous improvement.
- Act as a senior technical subject matter expert, providing guidance on complex advice and planning matters, supporting advisers in delivering good customer outcomes and helping shape the future direction of advice at Wesleyan.
- Oversee the review and governance of advice and product propositions, ensuring they remain commercially relevant, customer-focused and aligned to regulatory obligations and business objectives.
- Shape the future advice operating model by identifying opportunities to modernise frameworks, improve adviser effectiveness, enhance customer outcomes and bring external best practice into the business.
- Lead and influence governance forums, steering groups and transformation initiatives, providing robust challenge, oversight and direction across Advice, Proposition, Risk, Compliance and Distribution.
What You’ll Bring
- Advanced Diploma in Regulated Financial Planning (or equivalent level qualification).
- Extensive experience within regulated financial advice, with strong technical knowledge across financial planning, wealth management and regulated advice propositions.
- Proven experience leading, coaching and developing high-performing teams, with the ability to empower colleagues, build capability and create a culture of accountability.
- Experience developing or maintaining advice policy, governance frameworks, adviser guidance or advice standards.
- Strong understanding of FCA regulations, including Consumer Duty, COBS and PROD requirements.
- Demonstrable experience influencing senior stakeholders, presenting recommendations at senior leadership level and delivering strategic or transformational change across complex business environments.
- Strong technical knowledge across financial planning, advice frameworks, customer outcomes and regulated advice propositions.
- Experience leading governance forums, policy review activity, proposition development or adviser support functions would be advantageous.
Benefits That Work for You
We believe rewards should reflect the life you live. Here’s what you can expect:
- Annual bonus to recognise your contribution.
- 28 days holiday (plus a culture day!) – rising to 30 days with service.
- Flexible hybrid working for better work-life balance.
- Company pension scheme – matched plus 2% (up to 10%).
- Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
- Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
- Enhanced family leave and two volunteering days to give back to causes you care about.
Why 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. 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.
If you need reasonable adjustments during the recruitment process, just let us know, we’re here to support you.
What to Know Before Applying
- Right to Work: We’re unable to provide VISA sponsorship, so you’ll need the legal right to live and work in the UK.
- Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications – apply early to avoid disappointment.
- Regulatory Requirements: As a financial services organisation, we adopt the highest standards. This role is subject to regulatory checks, including criminal record and credit checks, and ongoing assessments under the SMCR Framework.
Ready to Shape Your Future?
Apply today and join us in creating brighter financial futures – for our customers, our members, and you.