Investment Specialist

M&G; England; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Pension up to 18%

Share Save

Share Incentive Plan

38 days annual leave

Time Off When You Need It

Private Healthcare

Critical Illness Cover

Life Assurance

Parental Leave

Job summary

M&G is seeking an Investment Specialist to cover the South of England, home-based/remote, with travel to adviser meetings and events. The role supports the UK Retail Distribution Team and involves presenting to adviser audiences and coaching sales teams on M&G strategies.

Ideal candidates will have a Level 4 Financial Services qualification and strong knowledge of investment products, pensions, and inheritance tax. A collaborative mindset and proactive travel are essential.

Qualifications

• Level 4 Financial Services qualification required.
• Chartered Financial Planner status would be advantageous.
• Experience in a regulated sales environment is expected.

Responsibilities

• Lead and execute strategy to ensure distribution teams have capability and activity to secure product distribution.
• Champion M&G’s proposition within the Distribution team.
• Deliver technical and business development seminars/workshops to advisers and distribution teams.

Skills

UK financial advice market

Regulatory knowledge

Investments, trusts & IHT

Presentation skills

Travel across South of England

Team collaboration

Education

Level 4 Financial Services qualification

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

• A minimum Level 4 Financial Services qualification, such as the Diploma in Regulated Financial Planning or equivalent. Chartered Financial Planner status would be advantageous.

Key Skills and Experience for this role

• Strong knowledge of the UK financial advice market.
• In depth knowledge of both legislative and regulatory aspects of pension and investment products
• Strong technical knowledge, particularly across investments, trusts and inheritance tax.
• Experience within a regulated sales environment, preferably with front line sales experience or specialist support role.
• The confidence to present complex technical subjects in an engaging and accessible way to audiences of different sizes and levels of knowledge.
• Strong relationship-building and influencing skills, with the ability to work effectively across different teams and functions.
• Able to work in a digitally enabled business, using appropriate mechanisms for communication and creating engaging presentations for both internal and external audiences
• A collaborative approach and willingness to share expertise as part of a small specialist team.
• Must be a self-starter, with a willingness to travel regularly across the South of England to support adviser meetings, events and Distribution colleagues.
• Has high attention to detail

What we offer

• 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 offering, visit

At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds - across gender, ethnicity, age, disability, sexual orientation and more - including neurodivergent individuals, career returners and those with military service experience.

M&G is proud to be Level 3: under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.

We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying.