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Trainee T&c Supervisor

4 months ago

Huddersfield, 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.

Study towards the Financial Planning Diploma whilst being part of a dynamic and quality focused team with an exceptional reputation in the market.

The Role: Trainee Training & Competence Supervisor

Location: Huddersfield

Sandringham Financial Partners (now part of M&G Wealth) is one of the UK’s fastest-growing and market-leading providers of tailored independent financial advice. Everything we do is designed to deliver the best outcomes for our Advising Partners and their personal or corporate clients.

All of our Advising Partners across the UK are professionally qualified to provide expert financial advice on investments, pensions, mortgages, protection and estate planning. Our advisers are supported by a team of qualified technical specialists and expert investment managers, as well as the very latest leading-edge technology.

We are looking to appoint a T&C Supervisor to support our T&C team, who help support 190+ advising partners within the Sandringham Financial Partners network. You will be doing this by communicating with our advising Partners by conducting 121s, delivering key messages at monthly training events, delivering training on the monthly induction course and liaising with various stakeholders within the business.

This role is well suited to someone who is looking to achieve the Level 4 Diploma in Financial Planning who has previous experience working with advisers.

This is a full time role based in our Huddersfield office with work from home opportunities (2 -3 times a week) once trained. You will have the opportunity to attend regional partner events on a monthly basis.

Key Responsibilities
- Assessing various areas of the business for areas of risk or trends.
- Deliver coaching and feedback to encourage and instil the right behaviours amongst our advising Partners
- Developing strategies within the T&C team and wider Sandringham workforce to mitigate risks within the business.
- Completing quarterly 121s with our advising Partners, giving them an idea of where they stand in terms of Certification under SM&CR.
- Deliver Training on the Monthly Induction course.
- Design and delivery of new Internal content on our Sandringham Academy system.
- Presenting/Delivery of key messages at monthly training events around the UK or online via webinar.
- Answering regulatory queries on areas such as financial planning, technical, product and T&C related queries.
- Liaising with stakeholders within the business (other areas of compliance and other departments within Sandringham).

Skills & Experience
- Willingness to work towards achieving the Level 4 Diploma in Financial Planning
- Excellent relationship building skills
- Strong work ethic and commitment to enhancing team performance
- Adaptive and diplomatic in challenging situations and conversations
- Knowledge of SM&CR
- The ability to be flexible in responding to the needs of the business
- Confident in using your own initiative as well as working from the instruction of others
- The ability to be flexible in responding to the needs of the business
- Technical knowledge across pensions, investments, trusts would be an advantage
- Experience within Later Life products would be an advantage.
- Some travel within the UK will be required at times.

What we offer:

- Up to 18% pension contributions including your 5% contribution
- Death in Service Benefit, including optional life assurance increase or additional cover for your family (at a cost)
- Critical illness cover, including optional cover increase or additional cover for your family (at a cost)
- Private medical insurance, including optional PMI for your family (with a cost)
- Exam support to chartered status (internal academy training support and financial support for exams).
- Career development opportunities within all areas of the business.
- Free parking for Huddersfield Town Centre office
- Employee Assistance Program
- Access to Mental Health First Aiders.
- Cycle to Work scheme
- MyCar car leasing scheme
- Options for saving through M&G company shares

Closing Date: 14th August 2023

Work Level: Experienced Colleague

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 netw