Financial Adviser

3 weeks ago

England, 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.

Location: Homebased/ Remote anywhere in the UK

The Role:
Our new human-lead digitally enabled advice team will have the latest digital technology that provides best in class advice to M&G customers. The adviser will have complete control of the advice process but will have the benefit of bespoke & best in class digital technology to support every part of your advice journey.

Providing advice in the comfort of your own home you will have market-leading digital journeys, latest video technology, screen sharing, digital signatures and straight through processing which will all add to a great customer experience.

As the adviser you will be advising on M&G’s full range of products including Pensions, Investments and Protection.

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Key Responsibilities for this role:

- To prepare and deliver financial planning solutions for clients in line with business quality parameters to meet business plan expectations and overall divisional performance
- To ensure all activities remain compliant with policy, legislation and risk appetite
- Working with digital tools to provide advice
- To be able to articulate advice plans to customers coherently and in a timely manner

Key Knowledge, Skills & Experience:

- Working knowledge of financial services regulatory and legislatory frameworks
- Working knowledge of life and pensions products, markets and competitors
- Working knowledge of industry best practice, external bodies and individuals in the same field
- Excellent interpersonal and communication skills
- Able to be planned and organised with an ability to manage and prioritise your workload
- Passionate about customer experience
- Ability to work with digital tools
- Ability to manage customer relationships and provide a financial planning advice and review service remotely
- CII Diploma in Regulated Finance Planning or equivalent
- Experience of regulated distribution environments
- Previous experience of working within a telephony & digital environment advantageous

Work Level: Experienced Colleague

Recruiter Name: 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 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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