Head of Advisory Relationships

At M&G, 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 offer workplace adjustments to ensure you have the support you need to succeed 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:

We’re dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, and financially plan for the future. Our UK benefits include:

• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside 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 five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.

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

At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.

M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.

We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying. If you need any additional support at any stage, please contact us at: [email protected]