咨询关系主管
Head of Advisory Relationships
在M&G，我们的使命是让每个人都能真正有信心地让资金发挥作用。拥有超过175年的历史传承，我们在储蓄和投资领域有着悠久的创新传统，结合资产管理和保险的专业知识，提供一系列解决方案。
我们的两个独立运营部门——资产管理和人寿业务——协同工作，提供平衡的长期投资和储蓄解决方案。
通过坦诚沟通、现在承担、共同前进，并以关怀和诚信为本；我们正在打造一个为优秀人才提供卓越工作体验的地方。
我们考虑所有职位的灵活工作安排，并提供工作调整以确保您在工作中获得所需的支持。
**高级顾问关系负责人 – Sandringham Financial Partners**
Sandringham 是一家屡获殊荣的全国性/网络型财务咨询公司。这个职位是一个高级领导岗位，负责塑造和加强 Sandringham 约 130 名顾问网络中的顾问关系。该职位通过战略合作伙伴管理推动增长，支持 M&G 咨询策略的实施，并确保顾问体验的一致性和高质量。
该职位在建立信任和顾问参与度方面起着关键作用，同时将 M&G 咨询策略和产品转化为商业执行，最大化业务发展机会和长期业务表现。
**主要职责**
**领导与执行**
- 制定并执行与 M&G 咨询优先事项一致的 Sandringham 顾问关系参与策略
- 将策略转化为可操作的计划，确保有纪律的执行
**关系管理**
- 与顾问建立牢固的关系，了解需求并制定解决方案来满足这些需求
- 作为复杂关系问题的升级处理点
- 加强顾问参与度，并扩展平台、投资和税务解决方案的覆盖范围
- 负责顾问参与计划的开发和执行，包括顾问活动和沟通
**商业表现**
- 通过有针对性的顾问参与推动流入和净流入增长
- 识别新的业务机会，包括新市场、新客户、新合作或新产品和服务，并制定成功接触新机会的策略
- 支持宣传活动、活动和本地倡议
查看英文原文
At M&G, our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through telling it like it is, owning it now and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and offer workplace adjustments to ensure you have the support you need to succeed in your role.
**Head of Advisory Relationships – Sandringham Financial Partners**
Sandringham is a multi-award winning financial advice national/network. This opportunity is a senior leadership role responsible for shaping and strengthening advisory relationships across Sandringham’s network of ~130 advisers. The role drives growth through strategic partnership management, supports delivery of the M&G Advice strategy, and ensures a consistent, high-quality adviser experience.
This role is pivotal in both building trust and adviser engagement as well as translating and delivering M&G Adviser strategy and proposition into commercial execution, maximising business development opportunities and long-term business performance.
**Key Responsibilities**
**Leadership & Delivery**
- Define and deliver the Sandringham advisory relationship engagement strategy aligned to M&G Advice priorities
- Translate strategy into actionable plans, ensuring disciplined execution
**Relationship Management**
- Build strong relationships with advisers, gauging needs and developing proposals to address these needs
- Act as escalation point for complex relationship issues
- Strengthen adviser engagement and expand footprint across platform, investment and tax solutions
- Own the development and delivery of the adviser engagement plan including Adviser events & communications
**Commercial Performance**
- Drive inflows and net flow growth through targeted adviser engagement
- Identifying new business opportunities, including new markets, new clients, new partnerships or new products and services and creating strategies to successfully reach new opportunities
- Support campaigns, events and local initiatives
**Stakeholder Collaboration**
- Partner with M&G Advice, Platform, MPS and wider UKI teams to ensure alignment
- Influence stakeholders through insight, analysis and high-quality recommendations
- Represent Sandringham at industry events and forums
**Performance & Insight**
- Monitor relationship performance and identify improvement opportunities
- Leverage MI and adviser insights to inform strategy and decision-making
- Maintain accurate CRM data and deliver high-quality reporting
- Develop a strong understanding of the company’s products, the competition in the industry and positioning
**Governance & Continuous Improvement**
- Ensure adherence to regulatory and governance standards
- Drive improvements in processes, tools and ways of working
- Stay up to date with emerging industry trends and regulatory changes
**Key Skills & Experience**
**Core Capabilities**
- 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
**Experience & Knowledge**
- Deep understanding of the UK financial advice market (platforms, MPS, investments, 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
**Personal Attributes**
- Commercially astute and results-driven
- Self-starter with high accountability and resilience
- Collaborative, credible and client-focused
- Strong presentation and consultative capability
**Qualifications (Desirable)**
- Relevant financial services qualifications (e.g. FPC, AFPC, ACII)
**Location:** UK Home-Based
**Work Level:** Manager / Expert
**Recruiter:** Amy Curtis
**What we offer:**
We’re dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life **,** and financially plan for the future. **Our UK benefits include**:
- 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 to help **give you real confidence to put your money to work.**
- 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 - because supporting families is an important part of our inclusive culture.
- Health & Protection cover includes **Private Healthcare, Critical Illness cover** and **Life Assurance** for you, with additional family options - for peace of mind.
To explore more about life at M&G and our full benefits offering, visit [**Life at M&G**](https://www.mandg.com/careers/life-at-mandg)
At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.
M&G is proud to be **Level 3:** [**Disability Confident Leader**](https://www.gov.uk/government/publications/disability-confident-guidance-for-levels-1-2-and-3/level-3-disability-confident-leader) under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.
We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying. If you need any additional support at any stage, please contact us at: [careers@mandg.com](mailto:careers@mandg.com)