Snabbfakta
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- Huddersfield
Ansök senast: 2024-11-12
Investment and Research Manager
At M&G 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 Role:
The Investment and Research manager manages and promotes the investment solutions within the M&G Wealth Advice channels. In our restricted channel you will monitor report and promote the M&G group investments used by 200+ advisers across the UK. In our independent channels you will manage, maintain and promote a Central Investment Proposition that encompasses 7 asset managers. You will lead the Investment Governance Committee - producing data and reports to support the decision making.
It is essential for you to have achieved the Level 4 Diploma in Regulated Financial Planning, ideally with Investment Specific qualification to support (AF4, J10, J12, IMC, CFA)
Key Responsibilities for this role:
- Be the primary point of contact within the advice function when it comes to investment selection and broader product knowledge and preferences.
- Create communications and knowledge materials that support our investment approach and mirror our capabilities in the investment arena.
- Align with the advice strategy to encourage advisers and clients to adopt investments that deliver positive outcomes for them over time.
- Perform a lead role in the Investment Governance Committee and lead the proposals for inclusion or expulsion of investments from the CIPs of our distinct advice channels
- Present knowledgeably and confidently to internal and external audiences on our investment beliefs and the role of investments in the advice setting.
- Meet with and manage our ongoing relationships with investment managers and other providers according to our contractual and SLA policies.
- Working with the Managing Directors of our advice businesses, and other key stakeholders to deliver our long term strategy for advice within M&G.
Key Knowledge, Skills & Experience
- A minimum of 2 years advice industry experience
- Diploma in regulated financial planning, ideally with Investment Specific qualification to support (AF4, J10, J12, IMC, CFA)
- Experience of running, managing and promoting central investment propositions
- Strong experience working in the Financial Services industry
- Comfortable and confident to assist in delivering training, both 121 and to a larger group to experienced advice professionals.
- Confidence and experience of working with a wide range of advisers.
- Ability to multi-task on a day-to-day basis.
- Excellent analytical and data presentation skills
- Experience with FE Analytics
- Excellent communication skills on an individual and group level.
- A self-starter capable of working effectively alone and using initiative to question and test new ideas.
Work Level: Manager Expert
Recruiter Name: Phoebe Ewers
Closing Date: 30th September 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, 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.
