Investment Specialist

M&GPrudential; Greater London; Remote; GBP 45,000 - 85,000; Full time

Job summary

Join a forward-thinking company as an Investment Specialist, where you will play a crucial role in enhancing market share through strategic initiatives. This exciting position offers the opportunity to collaborate with a knowledgeable team, providing technical support and training to sales personnel. Your expertise in the financial services sector will shine as you present to diverse audiences and influence key stakeholders. With a commitment to flexible working arrangements and a culture of inclusivity, this role not only promises professional growth but also the chance to make a significant impact in the financial landscape. If you're passionate about empowering others and driving success, this opportunity is perfect for you.

Benefits

Flexible Working Arrangements

Workplace Accommodations

Diversity and Inclusion Initiatives

Disability Confident Leader Status

Qualifications

• Proven knowledge of financial advice marketplace and regulatory aspects.
• Level 4 Financial Services qualification or Chartered Financial Planner status.

Responsibilities

• Lead strategy for distribution teams to secure product distribution.
• Conduct technical seminars to support advisers and distribution teams.

Skills

Financial Services Knowledge

Coaching and Training Skills

Presentation Skills

Regulatory Knowledge

Team Collaboration

Attention to Detail

Self-Starter

Influencing Skills

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 (10 days left to apply)

job requisition id R15529

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 behaviours for the role.

The team comprises 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 in one of the following regions -

South East/South West/Midlands/North East/North West

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.

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.