Head of Advice - Sandringham Financial Partners Limited

Job Description

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clientsand identifying new opportunities to make a positive impact for our environment and communities . To help us achieve our vision were looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliverresults and keep it simple. We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. The Role: Head of Advice - Sandringham Financial Partners LimitedSandringham is a multi-award winning financial advice national/network. This opportunity is for an outstanding senior leader to build on the strong foundations established in Sandringham and take a role in the exciting development within M&G Wealth Advice. Reporting to the Sandringham Managing Director, this role has been created to absorb many of the responsibilities and opportunities currently carried out by the Managing Director. A successful candidate will have experience and skills in managing large numbersof client facing advisers, as well as being able to communicate the business needs to stakeholders within M&G, and at Sandringhams strategic partners. This is a high-profile role with the candidate assuming responsibility for Sandringhams future developmentwithin M&G, as well as contributing to the overall Wealth Advice Strategy. As the Head of Advice, you will be the senior authority for the circa 200 advice professionals within Sandringham. You will develop a strong relationships with advisers and collaborate with them in the continued growth of Sandringhams business. You will communicatestrategic change to advisers, understanding their needs and requirements and co-ordinating these in the context of M&G Wealth Advice and our Wealth Advice Strategy. You will be a senior decision maker in the Sandringham business in liaison with the teams and represent Sandringhams interest at various Wealth Advice forums, including the Wealth Advice Risk Management Meeting, the Wealth Advice Proposition and Advice TransformationSteerco, and the Sandringham Financial Partners Limited Board. You will accept delegated responsibilities for SMCR decision making and certification from the relevant SMF holder. You will assume direct line management of the Central Advice Department (9 FTE) and the Sandringham Training & Competence Manager. You will spend the initial phase of employment quickly and actively shadowing the Managing Director and learning the key aspects of the role, as well as the Sandringham Way. Your duties will be:

• Learn all aspects of Sandringhams financial planning process and advice proposition.
• Be the senior point of contact for circa 200 authorised Independent Financial Advisers.
• To maintain a high standard of proactive advice, meeting the firms quality standards and the firms risk appetite.
• To contribute to a lively and talented team environment, supporting each other and growing the team capabilities and profile.
• Develop and maintain a professional approach to handling objections and disciplinary matters from within the Sandringham adviser population.

To succeed, the candidate will have:

• Expert knowledge of financial services regulatory and legislative frameworks.
• A good understanding of life and pensions products, markets and platforms.
• Excellent interpersonal and communication skills
• Able to be planned and organised with an ability to manage and prioritise your workload effectively.
• Passionate about customer experience, and advice experience.
• Ability to work with digital tools.
• Ability to manage stakeholder relationships and provide a financial planning advice and review service remotely.
• Experience of regulated distribution environments.
• Previous experience in an advisory business.

Work Level: Integration Leader Recruiter: Phoebe Ewers Closing Date: 8th April 2024 We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity,age, sexual orientation, nationality or disability we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.