Technical Manager (Tax & Trusts)

M&G; London; Remote; GBP 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Technical Manager/Senior Technical Manager to provide support and training for financial advisers. This role requires in-depth knowledge of legislative matters affecting financial planning and the ability to coach others. The successful candidate will also act as a spokesperson in public relations and support marketing campaigns. Flexibility in working arrangements is available.

Benefits

Flexible working arrangements

Inclusive culture

Professional development opportunities

Qualifications

• Significant experience in financial planning legislation.
• Experience of provision of technical expertise to internal and external customers.
• Ability to explain complex subjects to various audiences.

Responsibilities

• Provide technical support for advisers and industry bodies.
• Develop and deploy training to the distribution team.
• Act as a spokesperson for PR and support campaigns.

Skills

Expert level knowledge of legislative matters

Ability to train and coach others

Analytical mindset

Effective 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 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 work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role: Technical Manager/ Senior Technical Manager

Location: Remote/ Home Based - UK

Work Level: Manager Expert

The Specialist Business Support teams are responsible for ensuring that primarily the Prudential intermediated distribution channel has the appropriate capability, focus and activity to secure the required distribution of products, and supporting them in delivering their agreed sales plan.

The Senior Technical Manager will support the Head of Technical in the delivery of training and accreditation, including CBT (Computer Based Training), to the Prudential intermediated sales force, and support provision of technical seminars/workshops/conferences to support advisers / paraplanners and other industry professionals/bodies.

They will provide product, regulatory, tax and trust support to primarily the intermediary distribution channels, ensuring that regulatory and industry developments are well understood and are appropriately responded to.

The Senior Technical Manager will lead and manage tasks and technical deliverables as allocated by the Head of Technical.They will assist the Head of Technical in support of achieving key deliverables and work in alignment with the business strategy to also make the Technical team the ‘go to’ team for technical guidance in support of M&G adviser services plans.

They will work closely with the relevant marketing teams in enhancing M&G’s external reputation for technical support and promotion of financial planning. They will support campaigns, where appropriate, and help with the creation and maintenance of intermediary facing generic literature and tools and calculators..

In addition the role holder will act as spokesperson for PR and work with press office to support campaigns and demonstrate technical expertise, whilst maintaining successful relationships between Prudential and external media audiences.

Key Responsibilities for this role:

• To ensure provision of technical support for advisers and industry bodies is appropriate
• To support account management in discussions with financial advisers, paraplanners and other industry professionals
• To evaluate and monitor any tasks they manage to ensure technical team are delivering in support of the strategic priorities of the Prudential intermediaries channel and M&G adviser services
• To develop and deploy provision of training, coaching & development (incl CBTs) to Prudential intermediated distribution
• To coach and mentor Technical Managers and provide technical advice and guidance, whilst ensuring all activities remain compliant with policy, legislation and risk appetite
• To provide product, regulatory, legislative, tax and trust support to M&G Wealth as appropriate
• To act as a spokesperson for PR and work with press office to support campaigns and demonstrate technical expertise
• To deputise for Head of Technical where appropriate
• To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G's operational risk

Key Knowledge, Skills & Experience (preferred and essential):

• Expert levelknowledge of all legislative and planning matters affecting financial planning
• A working knowledge ofregulatory issues and able to advise on appropriate action both from a manufacturer and distributer perspective when considering new regulation
• Able to train and coach others includingexpert level individuals
• Able to oversee and ensure accurate provision of CPD (Continuing Professional Development)
• Able to assist Head of Technical in planning
• Significant experience in all aspects of legislation and planning matters affecting financial planning
• Experience of provision of technical expertise to both internal and external customers
• Experience of working with and influencing other stakeholders of all levels throughout the business to achieve strategic objectives
• In depth knowledge of advisory processes
• Able to work with and influence other stakeholders of all levels throughout the business to achieve strategic objectives
• Able to disseminate and explain complex subjects to all knowledge levels
• Analytical mindset
• Able to challenge appropriately
• Able to demonstrate role model behaviour internal and externally
• Able to effectively communicate through all mediums including presenting to small and large audiences of all levels of seniority and/or technical abilities
• Able to design and deliver training
• Relevant degree, Chartered Financial Planner or equivalent. Relevant experience will also be taken into account.

Recruiter: Phoebe Ewers

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.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional need,pleaselet usknow by contacting us at: [e-mail]