[Hiring] Investment Specialist @M&G plc

Role Description

This is an exciting role to join the Specialist team in an Investment Specialist role within the Life Assurance Division. We have a clear strategy to grow our market share over the next few years by launching new propositions to market and further leveraging our financial strength and strong brand in the UK advisory marketplace.

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 UK Retail Distribution Team. The role will include:

• Supporting account managers with visits to advisers.
• Presenting to both small and large adviser audiences.
• Coaching and training of the sales team to ensure they have the appropriate skills, knowledge, and focus to successfully implement the M&G strategy.

We very much work as a team within the Specialist function, so having a team ethos and being supportive and collaborative are key behaviours for the role. The team currently comprises four specialists. It is expected that the successful candidate will be able to present and discuss all aspects of M&G's product proposition to a high level, as well as having extensive investment, Trust & IHT knowledge.

Qualifications

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

Requirements

• Proven knowledge of the financial advice marketplace.
• In-depth knowledge of both legislative and regulatory aspects of pension and investment products is essential.
• 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.

Benefits

• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside financial wellbeing and support services.
• Enjoy 38 days annual leave (including bank holidays), with the opportunity to purchase up to five extra days.
• Our Time Off When You Need It policy gives you the flexibility to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave.
• Health & Protection cover includes Private Healthcare, Critical Illness cover, and Life Assurance for you, with additional family options.