Academy Supervisor & Coach

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: Academy Supervisor & CoachWe are looking for someone passionate about developing new to industry Financial Advisers. As part of our small and growing Academy team you will report to the Head of Academy. The Academy team consists of other Supervisors as well as an Operations, Training,and Recruitment Managers who all work closely together to ensure a vibrant environment and great outcomes. The role is varied, and as we are growing the Academy your strategic input will also be required. The Advice Partnership (TAP) is the advice arm of M&G Wealth Advice which is regulated and authorised by the FCA. TAP have established the Wealth Advice Academy programme which is now in its 3rd year, which is designed to support the development of individualswho have not given financial advice before, to become financial advisers. The Supervisor role is to coach, supervise, train and support a team of advisers through to their graduation TAP. You will conduct client observations, 121s, supervising them to CAS, and then continue to develop them on an ongoing basis until they are readyto graduate into TAP. You may also be asked to support the other managers in their roles from time to time. This is an opportunity to use well defined coaching and supervision skills and y ou will be joining a close knit team, all of whom are focused on making sure that advisers have the ability and confidence to deliver outstanding client outcomes as quickly aspossible. Key Responsibilities for this role:

• Ensure delivery of advice to reflect regulatory and internal standards
• Evaluate and monitor collective performance to ensure your team is delivering their own business objectives in a safe and aligned manner to the strategic priorities of the business
• Ensure all Advisers in the team meet Competence testing and ongoing training & coaching
• Feedback to TAP Management on areas of development for the Academy programme and T&C scheme requirements
• Ensure all Advisers are developed to further increase their skills, knowledge and ability to perform to best meet their goals.
• Ensure the key requirements of the business are met; delivery of advice, screening and onboarding of clients, a rigorous investment governance due diligence function is monitored and managed.
• Ensure all newly appointed advisers are monitored and managed in respect of regulatory T&C requirements.
• Identify development opportunities and what needs to be done to ensure Advisers progress through their journey to Competent Adviser Status and through the Academy programme.
• Liaise with TAP Management, sponsoring Appointed Representatives and other stakeholders to ensure advice policies maximise good client outcomes.
• Oversee the management of adviser and client screening and onboarding processes.
• Use judgement to strengthen our positive risk and control culture, by identifying, assessing and managing risk within your business area
• Take an active lead in helping each person in your team perform to their best and understand how their work contributes to the achievement of business success

Key Knowledge, Skills & Experience:

• An effective coach, supervisor and mentor
• Significant experience of front line advice delivery and the management thereof in a mass affluent advisory business
• Experience of managing T&C requirements
• Expert level knowledge of industry best practice, good network/links with external bodies and individuals on the same field
• Expert level knowledge of life, pensions & investment products, markets and competitors
• Expert level knowledge of financial services regulatory and legislatory frameworks
• Must have excellent written and verbal communication skills
• Excellent people and time management skills
• Level 4 Diploma or Equivalent in Regulated Financial Planning
• Desirable: Chartered status (or equivalent) in Financial Planning or working towards Chartered status.

Work Level: Experienced Colleague Recruiter: Phoebe Ewers Location: Home based - England Closing Date: 12th January 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.