Proposition Technical Manager

M&G; United Kingdom; Remote; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Pension scheme up to 18%

Share Save / Share Incentive Plan

38 days annual leave including bankhol

Job summary

M&G is seeking a Proposition Technical Manager (External) to support adviser-facing propositions. You will combine deep technical expertise in pensions, tax, and estate planning with strong communication to produce content, support proposition development, engage with advisers, and respond to regulatory changes.

This role focuses on tax and pensions topics, with governance across regulatory requirements and collaboration across distribution teams, marketing, and proposition development.

Qualifications

• FPMI/APMI, FPFS/APFS (Chartered Financial Planner), a relevant degree or equivalent professional qualification, or working towards one.
• Experience applying technical and regulatory knowledge to proposition development, financial planning and distribution activities.
• Strong analytical and communication skills; ability to translate complex technical concepts for advisers and stakeholders.

Responsibilities

• Act as technical expert on pensions, tax and financial planning matters.
• Identify regulatory change and shape proposition strategy and adviser outcomes.
• Create and deliver high-quality technical content, tools, training and events for advisers and distribution teams.
• Provide technical consultancy across proposition development, marketing activity and business projects.
• Lead technical delivery across stakeholders and support Head of Technical when required.

Skills

Pensions & tax

Financial planning

Regulatory knowledge

Stakeholder mgmt

Communication skills

Adviser content

Education

FPMI/APMI, FPFS/APFS

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.

Location

Home based - occasional travel required

Proposition Technical Manager (External/ adviser facing)

About the Role

M&G's Technical team plays a unique role within the business. We are the technical experts behind our adviser-facing proposition, supporting Intermediated Distribution, Marketing and Proposition teams to deliver market-leading technical support, thought leadership and financial planning content.

As a Proposition Technical Manager (External), you will help maintain and enhance M&G's reputation as one of the UK's leading providers of technical support for financial advisers and paraplanners. You will combine deep technical expertise with strong communication skills, producing high-quality content, supporting proposition development, engaging with advisers and industry bodies, and helping shape M&G's response to legislative and regulatory change.

While the role supports a broad range of financial planning disciplines, we are particularly interested in candidates with strong expertise in tax, trusts and estate planning. Candidates who also come with strong pensions technical expertise, will be especially attractive.

This is an opportunity to join one of the most recognised technical teams in UK financial services. You'll be at the centre of adviser support, thought leadership, proposition development and technical innovation, helping shape how M&G supports advisers, customers and the wider profession through a period of significant legislative and regulatory change.

Key Responsibilities

• Act as M&G's technical expert on pensions, tax and financial planning matters.
• Identify and interpret regulatory and legislative change, helping shape proposition strategy and adviser outcomes.
• Create and deliver high-quality technical content, tools, training and events for advisers and distribution teams.
• Provide technical consultancy across proposition development, marketing activity and business projects.
• Build M&G's reputation through thought leadership, industry engagement and media representation.
• Lead technical delivery across multiple stakeholders and act as deputy to the Head of Technical when required.

Key Knowledge, Skills And Experience

• Strong technical expertise in life and pension products, including pensions, ISAs, investment bonds, trusts, annuities and investment propositions.
• Deep understanding of tax legislation, financial planning regulation and the wider regulatory environment affecting product manufacturers, distributors and advisers.
• Experience applying technical and regulatory knowledge to proposition development, financial planning and distribution activities.
• Ability to assess legislative and regulatory change, identify technical risks and opportunities, and provide pragmatic recommendations to stakeholders.
• Strong stakeholder management skills, with the ability to influence and collaborate effectively across multiple business functions and seniority levels.
• Excellent communication and presentation skills, with the ability to translate complex technical concepts into clear, engaging messages for both internal and external audiences.
• Experience providing technical expertise, training, thought leadership and support to advisers, distribution teams and industry professionals.
• Strong analytical skills and sound judgement, with the confidence to challenge constructively and support effective decision-making.
• A collaborative, curious and credible approach, with the ability to build trusted relationships and represent M&G internally and externally.

Qualifications

• FPMI/APMI, FPFS/APFS (Chartered Financial Planner), a relevant degree or equivalent professional qualification, or working towards one. Relevant experience will also be considered.

Work Level: Manager Expert

Reporting to: Les Cameron

Location: Home based - occasional travel required

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 offering, visit Life at M&G

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: Disability Confident Leader 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. If you need any additional support at any stage, please contact us at: [e-mail]