Head of Advisory Relationships

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M&G plc

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

💳 Fintech

🛡️ Insurance

💰 Post-IPO Equity on 2022-07

Finance • Fintech • Insurance

M&G plc is a leading international savings and investments business, managing money for around 4. 6 million individual clients and more than 900 institutional clients in 38 offices worldwide. With a heritage dating back more than 175 years, M&G plc combines asset management and insurance expertise to offer a wide range of investment and savings solutions. The company's three distinct operating segments, Asset Management, Life and Wealth, work together to provide access to balanced, long-term investment and savings solutions.

📋 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 relationships with advisers, gauge needs, and develop proposals • Act as escalation point for complex relationship issues • Strengthen adviser engagement across platform, investment, and tax solutions • Own the adviser engagement plan, including adviser 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 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 industry trends and regulatory changes

🎯 Requirements

• Strong relationship leadership and senior-level stakeholder management • Strategic thinking with 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 are desirable

🏖️ Benefits

• Flexible working arrangements • Workplace adjustments • 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 • Reasonable adjustments during the recruitment process