Senior Technical Manager – Tax, Trusts
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Job Description
Technical Manager providing regulatory and technical support to intermediaries at M&G. Leading training initiatives and ensuring compliance with planning and financial legislation while collaborating with marketing teams.
Responsibilities:
- Ensure provision of technical support for advisers and industry bodies• Support account management in discussions with financial advisers, paraplanners, and other industry professionals• Evaluate and monitor managed tasks to ensure support of strategic priorities• Develop and deploy training, coaching, and development (including CBTs) to intermediated distribution• Coach and mentor Technical Managers, providing technical advice• Provide regulatory, legislative, tax, and trust support• Act as spokesperson for PR, supporting campaigns and demonstrating technical expertise• Deputise for Head of Technical where appropriate• Collaborate with colleagues and maintain controls to support improvement of customer outcomes and reduction in operational risk
Requirements:
- Expert level knowledge of all legislative and planning matters affecting financial planning• A working knowledge of regulatory issues and able to advise on appropriate action from both manufacturer and distributor perspectives• Able to train and coach others including experts• Able to oversee accurate provision of Continuing Professional Development (CPD)• Significant experience in legislation and planning matters affecting financial planning• Experience of providing technical expertise to both internal and external customers• In-depth knowledge of advisory processes• Analytical mindset• Relevant degree, Chartered Financial Planner or equivalent• Relevant experience will also be taken into account
Benefits:
- Pension scheme of 18% (with 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, with the opportunity to purchase up to 5 extra days• Time Off When You Need It policy• Market leading Inspiring Families policy including comprehensive support and paid parental leave• Health & Protection cover including Private Healthcare, Critical Illness cover, and Life Assurance for you, with family options
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