Technical Manager (Tax & Trusts)

M&G; Bath; Remote; GBP 80,000 - 100,000; Full time

Job summary

A leading investment firm is seeking a Technical Manager to provide technical support to advisers and deliver training programs. This remote role requires expert knowledge in legislative matters affecting financial planning and the ability to influence stakeholders. The ideal candidate will have excellent communication skills and a relevant degree, or equivalent experience. This position promotes diversity and inclusion, welcoming applications from all backgrounds.

Qualifications

• Expert knowledge of legislative and planning matters affecting financial planning.
• Experience in training, coaching, and providing technical expertise.
• Deep knowledge of advisory processes.

Responsibilities

• Provide technical support for advisers and industry bodies.
• Develop and deliver training, coaching, and development programs.
• Act as a PR spokesperson and collaborate with the press office.

Skills

Expert knowledge of legislative and planning matters

Understanding of regulatory issues

Experience in training and coaching

Excellent communication skills

Education

Relevant degree or Chartered Financial Planner

Job description

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 segments work together to deliver attractive financial outcomes for our clients and superior shareholder returns.

Through our behaviors 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 consider flexible working arrangements for all roles and offer workplace accommodations to support effective delivery.

The Role: Technical Manager / Senior Technical Manager

Location: Remote / Home Based - UK

Work Level: Manager Expert

The Specialist Business Support teams ensure that the Prudential intermediated distribution channel has the appropriate capability, focus, and activity to secure product distribution and support sales plans.

The Senior Technical Manager supports the Head of Technical in delivering training, accreditation, and technical seminars to advisers, paraplanners, and industry professionals. They provide product, regulatory, tax, and trust support, ensuring industry developments are well understood and appropriately responded to.

They lead technical deliverables, support strategic priorities, and act as a technical 'go-to' team for guidance. They work closely with marketing to enhance M&G’s reputation and support campaigns, creating intermediary-facing literature, tools, and calculators. They also act as a spokesperson for PR, working with the press office to demonstrate technical expertise and maintain external relationships.

Key Responsibilities:

1. Provide technical support for advisers and industry bodies.
2. Engage with financial advisers, paraplanners, and professionals.
3. Monitor and evaluate technical tasks to align with strategic priorities.
4. Develop and deliver training, coaching, and development programs.
5. Coach and mentor Technical Managers, ensuring compliance with policies and legislation.
6. Support product, regulatory, legislative, tax, and trust queries for M&G Wealth.
7. Act as a PR spokesperson and collaborate with the press office.
8. Deputise for the Head of Technical when needed.
9. Maintain and improve controls to support customer outcomes and reduce operational risk.

Knowledge, Skills & Experience:

• Expert knowledge of legislative and planning matters affecting financial planning.
• Understanding of regulatory issues and ability to advise on new regulations.
• Experience in training, coaching, and providing technical expertise.
• Ability to oversee CPD provision and assist in planning.
• Significant experience in legislation and financial planning.
• Proven ability to influence stakeholders and work across business levels.
• Deep knowledge of advisory processes.
• Excellent communication skills, including presenting to diverse audiences.
• Ability to design and deliver training programs.
• Relevant degree, Chartered Financial Planner, or equivalent experience.

Recruiter: Phoebe Ewers

M&G promotes diversity and inclusion, welcoming applications from all backgrounds, including those with disabilities or neurodivergent conditions. We are a Disability Confident Leader and support candidates with long-term health conditions or those returning from career breaks. For assistance or alternative application methods, contact: [e-mail].