Head of Advisory Relationships

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Define and implement the engagement strategy for the Sandringham advisory relationship in alignment with M&G Advice priorities.

• Convert the strategy into actionable plans and ensure disciplined execution.

• Foster relationships with advisers, assess their needs, and develop tailored proposals.

• Serve as the escalation point for complex relationship challenges.

• Enhance adviser engagement across platform, investment, and tax solutions.

• Oversee the adviser engagement plan, which includes adviser events and communications.

• Propel inflows and net flow growth through targeted adviser engagement initiatives.

• Identify new business opportunities, markets, clients, partnerships, products, and services.

• Develop strategies to capitalize on new commercial opportunities.

• Support campaigns, events, and local initiatives.

• Collaborate with M&G Advice, Platform, MPS, and broader UKI teams.

• Influence stakeholders by providing insights, analysis, and recommendations.

• Represent Sandringham at industry events and forums.

• Monitor relationship performance and pinpoint areas for improvement.

• Utilize MI and adviser insights to guide strategy and decision-making.

• Maintain precise CRM data and ensure high-quality reporting.

• Cultivate an understanding of company products, industry competition, and market positioning.

• Ensure compliance with regulatory and governance standards.

• Enhance processes, tools, and methods of working.

• Stay updated on industry trends and regulatory changes.

⛳️ Requirements

• Strong leadership in relationship management and senior-level stakeholder engagement.

• Strategic thinker with the ability to deliver commercially viable solutions.

• Data-driven approach to decision-making and generating insights.

• Exceptional communication, influencing, and negotiation skills.

• In-depth knowledge of the UK financial advice market, including platforms, MPS, investments, and tax wrappers.

• Proven success in a dynamic, sales-driven environment.

• Comprehensive understanding of adviser operating models and back-office operations.

• Experience in driving lead generation, conversion, and revenue growth.

• Familiarity with governance and regulatory frameworks.

• Commercially savvy and results-oriented.

• Self-motivated with a high degree of accountability and resilience.

• Collaborative, credible, and focused on client needs.

• Strong presentation and consultative skills.

• Relevant financial services qualifications such as FPC, AFPC, or ACII are advantageous.

🏝️ Benefits

• Flexible working arrangements.

• Workplace adjustments.

• Pension scheme offering up to 18% (13% employer contributions and 5% employee contributions).

• Share Save and Share Incentive Plan.

• Financial wellbeing and support services.

• 38 days of annual leave including bank holidays.

• Option to purchase up to five additional days of leave.

• 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 coverage.

• Networking, support, and development opportunities through employee-led networks.

• Reasonable adjustments during the recruitment process.