Senior Technical Manager (Tax & Trusts)

OverviewSenior Technical Manager (Tax and Trusts)

at

MandG plc

– Remote/Home Based, UK.

The Specialist Business Support teams are responsible for ensuring that primarily the Prudential intermediated distribution channel has the appropriate capability, focus and activity to secure the required distribution of products, and supporting them in delivering their agreed sales plan.

Location: Remote/Home Based - UK. Work Level: Manager Expert. Employment type: Full-time.

At MandG our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. 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 Senior Technical Manager will support the Head of Technical in the delivery of training and accreditation, including CBT (Computer Based Training), to the Prudential intermediated sales force, and support provision of technical seminars/workshops/conferences to support advisers / paraplanners and other industry professionals/bodies.

They will provide product, regulatory, tax and trust support to primarily the intermediary distribution channels, ensuring that regulatory and industry developments are well understood and are appropriately responded to.

The Senior Technical Manager will lead and manage tasks and technical deliverables as allocated by the Head of Technical. They will assist the Head of Technical in support of achieving key deliverables and work in alignment with the business strategy to also make the Technical team the ‘go to’ team for technical guidance in support of MandG adviser services plans.

They will work closely with the relevant marketing teams in enhancing MandG’s external reputation for technical support and promotion of financial planning. They will support campaigns, where appropriate, and help with the creation and maintenance of intermediary facing generic literature and tools and calculators.

In addition the role holder will act as spokesperson for PR and work with press office to support campaigns and demonstrate technical expertise, whilst maintaining successful relationships between Prudential and external media audiences.

Key Responsibilities

To ensure provision of technical support for advisers and industry bodies is appropriate

To support account management in discussions with financial advisers, paraplanners and other industry professionals

To evaluate and monitor any tasks they manage to ensure technical team are delivering in support of the strategic priorities of the Prudential intermediaries channel and MandG adviser services

To develop and deploy provision of training, coaching and development (incl CBTs) to Prudential intermediated distribution

To coach and mentor Technical Managers and provide technical advice and guidance, whilst ensuring all activities remain compliant with policy, legislation and risk appetite

To provide product, regulatory, legislative, tax and trust support to MandG Wealth as appropriate

To act as a spokesperson for PR and work with press office to support campaigns and demonstrate technical expertise

To deputise for Head of Technical where appropriate

To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in MandG''s operational risk

Knowledge, Skills and Experience

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 both from a manufacturer and distributer perspective when considering new regulation

Able to train and coach others including expert level individuals

Able to oversee and ensure accurate provision of CPD (Continuing Professional Development)

Able to assist Head of Technical in planning

Significant experience in all aspects of legislation and planning matters affecting financial planning

Experience of provision of technical expertise to both internal and external customers

Experience of working with and influencing other stakeholders of all levels throughout the business to achieve strategic objectives

In depth knowledge of advisory processes

Able to work with and influence other stakeholders of all levels throughout the business to achieve strategic objectives

Able to disseminate and explain complex subjects to all knowledge levels

Analytical mindset

Able to challenge appropriately

Able to demonstrate role model behaviour internal and externally

Able to effectively communicate through all mediums including presenting to small and large audiences of all levels of seniority and/or technical abilities

Able to design and deliver training

Relevant degree, Chartered Financial Planner or equivalent. Relevant experience will also be taken into account

Recruiter: Phoebe Ewers

Diversity and InclusionWe have a diverse workforce and an inclusive culture at MandG 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, disability or long term condition, 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.

MandG is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they opt in to the scheme when applying.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com

Job details

Seniority level: Not Applicable

Employment type: Full-time

Job function: Engineering and Information Technology

Industries: Financial Services and Investment ..... full job details .....