Head of Advisory Relationships

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

Benefits

Additional Information

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.

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