Head of Advisory Relationships
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Job Description
Head of Advisory Relationships strengthening adviser partnerships for M&G’s UK savings and investments business. Driving inflows, commercial growth, strategy execution, and adviser engagement across Sandringham’s network.
Responsibilities:
- 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
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