Pension Specialist

3 weeks ago

Glasgow, United Kingdom M&G plc. Full time
At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities . To help us achieve our vision we're looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.

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: M&G Wealth Pension Specialist

Location: Home based - North East & Scotland Regions
You must be based in the North of England or Scotland for this role which is permanently homebased.

There is an opportunity to join the Specialist Business Support team in a pension specialist role to support the M&G Wealth growth ambitions. 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 M&G Wealth 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 Wealth 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 specialist 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 Wealth investment propositions to a high level, as well as having extensive pensions knowledge.

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 Wealth's retail proposition within the M&G Wealth Distribution team
  • To lead and execute technical and business development seminars/workshops to support advisers, industry bodies and distribution teams

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 is essential
  • Level 4 Financial Services qualification (i.e., Diploma or equivalent) as a minimum, ideally already achieved Chartered Financial Planner status
  • 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

Work Level: Manager Expert
Recruiter: Phoebe Ewers
Closing Date: 3rd May 2024

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 or disability 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.

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