Head of Advisory Relationships

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. 

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through 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.

Head of Advisory Relationships – Sandringham Financial Partners

Sandringham is a multi-award winning financial advice national/network. This opportunity is a senior leadership role responsible for shaping and strengthening advisory relationships across Sandringham’s network of ~130 advisers. The role drives growth through strategic partnership management, supports delivery of the M&G Advice strategy, and ensures a consistent, high-quality adviser experience.

This role is pivotal in both building trust and adviser engagement as well as translating and delivering M&G Adviser strategy and proposition into commercial execution, maximising business development opportunities and  long-term business performance.

Key Responsibilities

Leadership & Delivery

• Define and deliver the Sandringham advisory relationship engagement strategy aligned to M&G Advice priorities
• Translate strategy into actionable plans, ensuring disciplined execution

Relationship Management

• Build strong relationships with advisers, gauging needs and developing proposals to address these needs
• Act as escalation point for complex relationship issues
• Strengthen adviser engagement and expand footprint across platform, investment and tax solutions
• Own the development and delivery of the adviser engagement plan including Adviser events & communications

Commercial Performance

• Drive inflows and net flow growth through targeted adviser engagement
• Identifying new business opportunities, including new markets, new clients, new partnerships or new products and services and creating strategies to successfully reach new opportunities
• Support campaigns, events and local initiatives

Stakeholder Collaboration

• Partner with M&G Advice, Platform, MPS and wider UKI teams to ensure alignment
• Influence stakeholders through insight, analysis and high-quality recommendations
• Represent Sandringham at industry events and forums

Performance & Insight

• Monitor relationship performance and identify improvement opportunities
• Leverage MI and adviser insights to inform strategy and decision-making
• Maintain accurate CRM data and deliver high-quality reporting
• Develop a strong understanding of the company’s products, the competition in the industry and positioning

Governance & Continuous Improvement

• Ensure adherence to regulatory and governance standards
• Drive improvements in processes, tools and ways of working
• Stay up to date with emerging industry trends and regulatory changes

Key Skills & Experience

Core Capabilities

• Strong relationship leadership and stakeholder management at senior level
• Strategic thinking with the ability to deliver commercially
• Data-driven decision making and insight generation
• Excellent communication, influencing and negotiation skills

Experience & Knowledge

• Deep understanding of the UK financial advice market (platforms, MPS, investments, 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

Personal Attributes

• Commercially astute and results-driven
• Self-starter with high accountability and resilience
• Collaborative, credible and client-focused
• Strong presentation and consultative capability

Qualifications (Desirable)

• Relevant financial services qualifications (e.g. FPC, AFPC, ACII)

Location: UK Home-Based

Work Level: Manager / Expert

Recruiter: Amy Curtis

What we offer:

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.

• Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.  

• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.

• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G, 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.

M&G 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. 

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: [email protected]