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- Tasks: Coach and supervise new financial advisers to help them succeed in their careers.
- Company: M&G plc is a leading international savings and investments business with over 170 years of experience.
- Benefits: Enjoy flexible working arrangements and a supportive, inclusive workplace culture.
- Why this job: Join a vibrant team dedicated to developing talent and delivering outstanding client outcomes.
- Qualifications: Experience in financial advice delivery and a Level 4 Diploma in Regulated Financial Planning required.
- Other info: We welcome diverse applicants and offer support for those with disabilities.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Academy Supervisor & Coach role at M&G plc
Join to apply for the Academy Supervisor & Coach role at M&G plc
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.
Location: Home based – England
The Role: Academy Supervisor & Coach
We are looking for someone passionate about developing new to profession Financial Advisers. As part of our growing Academy team you will report in to the Head of Academy. The Academy team consists of other Supervisors as well as Operations, Training, and Recruitment Managers who all work closely together in a vibrant environment to ensure the development of advisers to provide great client outcomes. The role is varied, and as we are growing the Academy your strategic input will also be required.
The Advice Partnership (TAP) is the advice arm of M&G Wealth Advice which is regulated and authorised by the FCA. TAP have established the Wealth Advice Academy programme which is now in its 4th year, which is designed to support the development of individuals who have not given financial advice before, to become financial advisers.
The Supervisor role is to coach, supervise, train and support a team of advisers through to their graduation into TAP. You will conduct client observations, 121s, supervising them to CAS, and then continue to develop them on an ongoing basis until they are ready to graduate into TAP. You may also be asked to support the other managers in their roles from time to time across the Academy to support our Academy goals.
This is an opportunity to use well defined coaching and supervision skills and you will be joining a close knit team, all of whom are focused on making sure that advisers have the ability and confidence to deliver outstanding client outcomes.
Key Responsibilities for this role:
- Ensure delivery of advice to reflect regulatory and internal standards.
- Evaluate and monitor collective performance to ensure your team is delivering their own business objectives in a safe and aligned manner to the strategic priorities of the business.
- Ensure all Advisers in the team meet Competence testing deadlines and receive ongoing training & coaching as needed.
- Feedback to TAP Management on areas of development for the Academy programme and T&C scheme requirements.
- Ensure all Advisers are developed to further increase their skills, knowledge and ability to perform to best meet their goals.
- Ensure the key requirements of the business are met; delivery of advice, screening and onboarding of clients.
- Ensure all newly appointed advisers are monitored and managed in respect of regulatory T&C requirements.
- Identify development opportunities and deliver these to ensure Advisers progress through their journey to Competent Adviser Status and through the 2 year Academy programme.
- Liaise with TAP Management, sponsoring Appointed Representatives and other stakeholders to ensure advice policies maximise good client outcomes.
- Use judgement to strengthen our positive risk and control culture, by identifying, assessing and managing risk within your business area
- Take an active lead in helping each person in your team perform to their best and understand how their work contributes to the achievement of business success
Key Knowledge, Skills & Experience:
- An effective coach, supervisor and mentor
- Significant experience of front line advice delivery and the management thereof in a mass affluent advisory business
- Experience of managing T&C requirements
- Expert level knowledge of industry best practice, good network/links with external bodies and individuals in the same field
- Expert level knowledge of life, pensions & investment products, markets and competitors
- An ability to support advisers in the development of their business and client acquisition skills
- Expert level knowledge of financial services regulatory and legislation frameworks
- Must have excellent written and verbal communication skills
- Excellent people and time management skills
- Level 4 Diploma or equivalent in Regulated Financial Planning
- Desirable: Chartered status (or equivalent) in Financial Planning or working towards Chartered status.
- UK valid driving license
Work Level: Experienced Colleague
Recruiter: Phoebe Ewers
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.
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. 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
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
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Job function
Other
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Industries
Financial Services and Investment Management
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Academy Supervisor & Coach employer: M&G plc
Contact Detail:
M&G plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Academy Supervisor & Coach
✨Tip Number 1
Familiarise yourself with M&G's values and mission. Understanding their commitment to client outcomes and integrity will help you align your responses during interviews, showcasing how your coaching philosophy matches their culture.
✨Tip Number 2
Network with current or former employees of M&G, especially those in the Academy team. They can provide insights into the role and the company culture, which can be invaluable when preparing for interviews.
✨Tip Number 3
Prepare specific examples of your coaching and supervisory experiences that demonstrate your ability to develop new financial advisers. Highlight any successful outcomes from your previous roles to illustrate your impact.
✨Tip Number 4
Stay updated on industry trends and regulatory changes in financial services. Being knowledgeable about current best practices will not only impress during interviews but also show your commitment to continuous professional development.
We think you need these skills to ace Academy Supervisor & Coach
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in coaching, supervision, and financial advice. Use specific examples that demonstrate your ability to develop new advisers and meet regulatory standards.
Craft a Compelling Cover Letter: In your cover letter, express your passion for developing financial advisers and your understanding of the role's responsibilities. Mention how your skills align with M&G's values and goals.
Highlight Relevant Qualifications: Clearly state your qualifications, such as the Level 4 Diploma in Regulated Financial Planning or any Chartered status. This will show that you meet the essential criteria for the role.
Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, ensure your application is well-structured and free of errors. Consider including examples of how you've effectively communicated in previous roles.
How to prepare for a job interview at M&G plc
✨Show Your Passion for Coaching
Make sure to express your enthusiasm for developing new financial advisers. Share specific examples of how you've successfully coached or mentored others in the past, highlighting your ability to inspire confidence and growth.
✨Demonstrate Industry Knowledge
Be prepared to discuss your understanding of financial products, regulatory frameworks, and industry best practices. This role requires expert-level knowledge, so showcasing your familiarity with life, pensions, and investment products will set you apart.
✨Highlight Team Collaboration Skills
Since the role involves working closely with other supervisors and managers, emphasise your experience in collaborative environments. Discuss how you've contributed to team goals and supported colleagues in achieving their objectives.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Prepare scenarios where you've had to manage risks or navigate challenges in a supervisory capacity, demonstrating your judgement and leadership.
