Investment Specialist

mgpru; England; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Pension scheme (up to 18%)

38 days annual leave including bank

Share Save & Share Incentive Plan

Inspiring Families policy

Private healthcare & life cover

Job summary

M&G, a leading UK asset management and life insurance group, seeks an Investment Specialist to support the Specialist team across the Life Assurance Division. This remote role, ideally located along the M4 corridor, will involve coaching advisers, presenting to audiences, and assisting account managers with visits to advisers across the South of England.

You will join a highly experienced team to provide technical support, product propositions, and training to ensure successful initiatives in

Qualifications

• Strong knowledge of pension and investment products and regulatory requirements.
• Ability to present and coach groups of advisers and sales teams.
• Experience in a regulated sales environment and travel readiness.

Responsibilities

• Lead strategy to enable distribution teams to distribute products.
• Champion M&G's propositions within the distribution team.
• Plan and deliver technical and business development seminars/workshops for advisers and industry bodies.

Skills

Financial market knowledge

Presentation & training

Adviser engagement

Regulatory knowledge

Team collaboration

Education

Level 4 Financial Services qualification

Chartered Financial Planner status

Job description

At M&G, 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 offer workplace adjustments to ensure you have the support you need to succeed in your role.

Investment Specialist

Location: Home based/ Remote - This role covers the South of England Region. You will ideally be located on the M4 corridor (Oxford/Swindon/Bristol area)

This is an exciting role to join the Specialist team in an Investment Specialist role within the Life Assurance Division. We have a clear strategy to grow our market share over the next few years by launching new propositions to market and further leveraging our financial strength and strong brand in the UK advisory marketplace.

You will be joining a highly experienced and knowledgeable team to provide technical and proposition support to other areas of the business, most notably the UK Retail Distribution Team. The role will include supporting account managers with visits to advisers, as well as presenting to both small and large adviser audiences. In addition, a significant part of the role is coaching and training of the sales team to ensure they have the appropriate skills, knowledge and focus to successfully implement the M&G strategy.

We very much work as a team within the Specialist function so having a team ethos and being supportive and collaborative are key behaviours for the role. The team currently comprises of four specialists. It is expected that the successful candidate will be able to present and discuss all aspects of M&G's product proposition to a high level, as well as having extensive investment, Trust & IHT knowledge.

Key Responsibilities

• To lead and execute strategy to ensure that the distribution teams have the appropriate capability, focus and activity to secure the required distribution of products
• To lead and champion M&G's proposition within the Distribution team
• To lead and execute technical and business development seminars/workshops to support advisers, industry bodies and distribution teams

Qualifications

Level 4 Financial Services qualification (i.e., Diploma or equivalent) as a minimum, ideally already achieved Chartered Financial Planner status

Key Accountabilities, Skills and Experience for this role

• Proven knowledge of the financial advice marketplace. In depth knowledge of both legislative and regulatory aspects of pension and investment products is essential
• Level 4 Financial Services qualification (i.e., Diploma or equivalent) as a minimum, ideally already achieved Chartered Financial Planner status
• Able to present and coach/train to both small and large groups
• Understanding and adherence to the Statements of Principle and Code of Practice
• Able to work in a digitally enabled business, using appropriate mechanisms for communication and creating engaging presentations for both internal and external audiences
• Experience within a regulated sales environment, preferably with front line sales experience or front-line support
• Able to work collaboratively within a team
• Able to influence others and work across functions
• Must be a self-starter, with the capacity and willingness for extensive travel
• Has high attention to detail

What we offer

We're dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life , and financially plan for the future. Our UK benefits include :

• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside financial wellbeing and support services to help give you real confidence to put your money to work.
• Enjoy 38 days annual leave (including bank holidays), with the opportunity to purchase up to five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.

To explore more about life at M&G and our full benefits offe