投资专员
Investment Specialist
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历史，结合资产管理和保险的专业知识，提供广泛解决方案。
我们的两个独立运营部门，资产管理和人寿保险，携手合作，提供平衡的长期投资和储蓄解决方案。
通过坦诚沟通、勇于承担、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而生的卓越工作场所。
我们将考虑所有职位的灵活工作安排，并提供工作调整以确保您获得成功所需的支援。
**投资专家**
地点：居家/远程办公 - 该职位覆盖英格兰南部地区。您最好位于M4走廊（牛津/斯温顿/布里斯托尔地区）
这是一个令人兴奋的职位，加入投资专家团队，在人寿保险部门担任投资专家。我们有一个明确的战略，通过向市场推出新的产品并在英国咨询市场中进一步利用我们的财务实力和强大品牌来在未来几年内扩大市场份额。
您将加入一个经验丰富的团队，为公司其他部门，尤其是英国零售分销团队提供技术和产品支持。该职位包括协助客户经理拜访顾问，以及向小型和大型顾问群体进行展示。此外，该职位的重要部分还包括对销售团队进行指导和培训，以确保他们具备适当的技能、知识和专注力，从而成功实施M&G战略。
在专家职能内部，我们非常注重团队合作，因此具有团队精神、支持性和协作性是该职位的关键行为。目前团队由四位专家组成。预计成功的候选人能够高水平地向客户介绍M&G产品的全部内容，同时具备广泛的的投资、信托和遗产税（IHT）知识。
**主要职责：**
- 领导并执行战略，确保分销团队具备适当的能力、专注度和活动量，以确保产品的必要分销
- 在分销团队中领导并推广M&G的产品理念
- 领导并
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.
**Investment Specialist**
Location: Home based/ Remote - This role covers the South of England Region. You will ideally be located on the M4 corridor (Oxford/Swindon/Bristol area)
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, as well as presenting to both small and large adviser audiences. In addition, a significant part of the role is 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 of 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.
**Key Responsibilities:**
- To lead and execute strategy to ensure that the distribution teams have the appropriate capability, focus and activity to secure the required distribution of products
- To lead and champion M&G’s proposition within the Distribution team
- To lead and execute technical and business development seminars/workshops to support advisers, industry bodies and distribution teams
**Qualifications:**
- Level 4 Financial Services qualification (i.e., Diploma or equivalent) as a minimum, ideally already achieved Chartered Financial Planner status
**Key Accountabilities, Skills and Experience for this role:**
- Proven knowledge of the financial advice marketplace. In depth knowledge of both legislative and regulatory aspects of pension and investment products is essential
- Level 4 Financial Services qualification (i.e., Diploma or equivalent) as a minimum, ideally already achieved Chartered Financial Planner status
- 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
Recruiter : Phoebe Ewers
**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)