Investment Specialist

M&GPrudential; Greater London; Remote; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Investment Specialist to join their dynamic team. This exciting opportunity involves supporting the UK Retail Distribution Team by providing technical and proposition support. You will engage with advisers through presentations and coaching, ensuring the sales team possesses the necessary skills to implement the company's strategy effectively. With a focus on collaboration and team ethos, this role is perfect for someone with a strong background in financial advice and a passion for coaching others. Join a company that values integrity and care, and help shape the future of financial services.

Qualifications

• Proven knowledge of financial advice and regulatory aspects.
• Level 4 Financial Services qualification is essential.

Responsibilities

• Lead strategy to ensure distribution teams have the right capabilities.
• Conduct seminars and workshops to support advisers.

Skills

Financial advice marketplace knowledge

Presentation skills

Coaching and training

Regulatory knowledge

Team collaboration

Influencing skills

Attention to detail

Self-starter

Education

Level 4 Financial Services qualification

Chartered Financial Planner status

Tools

Digital communication tools

Job description

time left to apply End Date: January 30, 2025 (11 days left to apply)

job requisition id R15528

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of 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 workplace accommodations to ensure you have what you need to effectively deliver in your role.

The Role: Investment Specialist

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 Specialist Business Support so having a team ethos and being supportive and collaborative are key behaviors for the role.

The team comprises of three investment specialists and three pension specialists, though it is expected that the successful candidate will also 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.

Work Level: Manager Expert

Reports to: Head of Partnerships & Specialists

Location: Home based – Scotland/ North England

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.
• 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.

Recruiter: Phoebe Ewers

#LI-PE1

We have a diverse workforce and an inclusive culture at M&G plc, 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 Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job will be offered an interview if they 'opt in' to the scheme when applying.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [e-mail]

About Us

M&G plc is a leading international savings and investments business, managing money for around 4.6 million individual clients and more than 900 institutional clients in 38 offices worldwide. As at 31 December 2023, we had £343.5 billion of assets under management and administration. Our purpose is to give everyone real confidence to put their money to work.

With a heritage dating back more than 175 years, M&G plc has a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our three distinct operating segments, Asset Management, Life and Wealth, work together to provide access to balanced, long-term investment and savings solutions.