Financial Adviser

M&G; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial services company based in the UK is seeking a Financial Adviser to join their digital advice team. In this remote role, you'll utilize market-leading technology to deliver financial planning solutions to clients, ensuring compliance with regulations. The ideal candidate would possess relevant professional qualifications and a passion for customer service, alongside strong communication skills. Offering competitive benefits, this position promotes a work-life balance and supports professional growth.

Benefits

Pension scheme of 18%

38 days annual leave

Health & Protection cover

Flexible working arrangements

Qualifications

• Experience of regulated distribution environments.
• Previous experience of working within a telephony & digital environment advantageous.

Responsibilities

• Prepare and deliver financial planning solutions for clients.
• Ensure activities remain compliant with policy and legislation.

Skills

Working knowledge of financial services regulatory and legislative frameworks

Excellent interpersonal and communication skills

Ability to manage customer relationships

Passionate about customer experience

Ability to work with digital tools

Education

Relevant professional qualification (qualified to QCF4 or equivalent)

Job description

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

Financial Adviser – Digital

Our new human‑lead digitally enabled advice team will have the latest digital technology that provides best in class advice to M&G customers. The adviser will have complete control of the advice process but will have the benefit of bespoke & best in class digital technology to support every part of your advice journey. Providing advice in the comfort of your own home you will have market‑leading digital journeys, latest video technology, screen sharing, digital signatures and straight through processing which will all add to a great customer experience.

To succeed in this role you will embrace new technology and be committed to the digital journey whilst putting M&G’s customers at the heart of what we do. We are keen to consider candidates who are new to advice as well as candidates who have previous advice experience who are looking for an exciting new challenge.

If you don’t currently hold the relevant professional qualification required for this role, but wish to pursue a career in financial advice, then you could apply to the M&G Wealth Advice Academy. The Academy follows a structured training programme covering qualifications and other training needed in order to become a professional financial adviser. To find out more, please email and visit to view the Academy guide.

Key Responsibilities for this Role

• To prepare and deliver financial planning solutions for clients in line with business quality parameters to meet business plan expectations and overall divisional performance
• To ensure all activities remain compliant with policy, legislation and risk appetite

Working with digital tools to provide advice

• To be able to articulate advice plans to customers coherently and in a timely manner

Key Knowledge, Skills & Experience

• Working knowledge of financial services regulatory and legislative frameworks
• Working knowledge of life and pensions products, markets and competitors
• Working knowledge of industry best practice, external bodies and individuals in the same field
• Excellent interpersonal and communication skills
• Able to be planned and organised with an ability to manage and prioritise your workload
• Passionate about customer experience
• Ability to work with digital tools
• Ability to manage customer relationships and provide a financial planning advice and review service remotely
• Relevant professional qualification (qualified to QCF4 or equivalent, working towards Chartered Financial Planner)
• Experience of regulated distribution environments
• Previous experience of working within a telephony & digital environment advantageous

Location : UK Home-Based

Job Level : Experienced Colleague

Recruiter : Amy Curtis

Closing Date : 15 / 01 / 2026

What we offer

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include :

• We are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% employee contributions.
• Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services.
• 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy.
• Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave.
• Health & Protection cover including Private Healthcare, Critical Illness cover, and Life Assurance for you, with family options.
• To explore more about life at M&G and our full benefits offering, visit

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a , and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional need,pleaselet usknow by contacting us at :