Head of Advisory Relationships

🕒 il y a 1 mois

🇬🇧 Royaume-Uni – Télétravail

⏰ Temps Plein

🔴 Expert

👻 Score fantôme 26%

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🗣️🇺🇸🇬🇧 Anglais requis

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M&G plc

5001 - 10000 employés

💸 Finance

💳 Fintech

🛡️ Assurance

💰 Post-IPO Equity en 2022-07

Finance • Fintech • Insurance

M&G plc est une entreprise internationale de premier plan dans le domaine de l'épargne et des investissements, gérant les fonds d'environ 4,6 millions de clients individuels et plus de 900 clients institutionnels dans 38 bureaux à travers le monde. Au 31 décembre 2023, nous gérions 343,5 milliards de livres sterling d'actifs sous gestion et administration. Notre objectif est de donner à chacun la véritable confiance de faire fructifier son argent.

Description

• Define and deliver the Sandringham advisory relationship engagement strategy aligned to M&G Advice priorities • Translate strategy into actionable plans and ensure disciplined execution • Build strong relationships with advisers, assess their needs and develop proposals • Act as escalation point for complex relationship issues • Strengthen adviser engagement and expand the footprint across platform, investment and tax solutions • Own development and delivery of adviser engagement plans, events and communications • Drive inflows and net flow growth through targeted adviser engagement • Identify new business opportunities, markets, clients, partnerships, products and services • Create strategies to reach new commercial opportunities • Support campaigns, events and local initiatives • Partner with M&G Advice, Platform, MPS and wider UKI teams • Influence stakeholders through insight, analysis and high-quality recommendations • Represent Sandringham at industry events and forums • Monitor relationship performance and identify improvement opportunities • Use MI and adviser insights to inform strategy and decision-making • Maintain accurate CRM data and deliver high-quality reporting • Develop understanding of company products, industry competition and positioning • Ensure adherence to regulatory and governance standards • Improve processes, tools and ways of working • Stay current with emerging industry trends and regulatory changes

🎯 Exigences

• Strong relationship leadership and stakeholder management at senior level • Strategic thinking with the ability to deliver commercially • Data-driven decision making and insight generation • Excellent communication, influencing and negotiation skills • Deep understanding of the UK financial advice market, including platforms, MPS, investments and tax wrappers • Proven track record in a fast-paced, sales-led environment • Strong knowledge of adviser operating models and back-office mechanics • Experience driving lead generation, conversion and revenue growth • Understanding of governance and regulatory frameworks • Commercially astute and results-driven • Self-starter with high accountability and resilience • Collaborative, credible and client-focused • Strong presentation and consultative capability • Relevant financial services qualifications such as FPC, AFPC or ACII desirable

🏖️ Avantages

• Flexible working arrangements • Workplace adjustments and inclusive recruitment support • Pension scheme of up to 18% (13% employer contributions and 5% employee contributions) • Share Save and Share Incentive Plan • Financial wellbeing and support services • 38 days annual leave including bank holidays • Opportunity to purchase up to five extra days • Time Off When You Need It policy • Paid parental leave covering maternity, adoption, surrogacy, and paternity leave • Private Healthcare • Critical Illness cover • Life Assurance • Additional family options for health and protection cover • Networking, support and development opportunities through employee-led networks

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