Senior Technical Manager (Tax & Trusts)

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.

The Role: Technical Manager/ Senior Technical Manager

Location: Remote/ Home Based - UK

The Specialist Business Support teams are responsible for ensuring that primarily the intermediated distribution channel has the appropriate capability, focus and activity to secure the required distribution of products, and supporting them in delivering their agreed sales plan.

The Senior Technical Manager will support the Head of Technical in the delivery of training and accreditation, including CBT (Computer Based Training), to the intermediated sales force, and support provision of technical seminars/workshops/conferences to support advisers / paraplanners and other industry professionals/bodies.

They will provide product, regulatory, tax and trust support to primarily the intermediary distribution channels, ensuring that regulatory and industry developments are well understood and are appropriately responded to.

The Senior Technical Manager will lead and manage tasks and technical deliverables as allocated by the Head of Technical. They will assist the Head of Technical in support of achieving key deliverables and work in alignment with the business strategy to also make the Technical team the ‘go to’ team for technical guidance in support of M&G adviser services plans.

They will work closely with the relevant marketing teams in enhancing M&G’s external reputation for technical support and promotion of financial planning. They will support campaigns, where appropriate, and help with the creation and maintenance of intermediary facing generic literature and tools and calculators..

In addition the role holder will act as spokesperson for PR and work with press office to support campaigns and demonstrate technical expertise, whilst maintaining successful relationships between M&G and external media audiences.

Key Responsibilities for this role:

• To ensure provision of technical support for advisers and industry bodies is appropriate
• To support account management in discussions with financial advisers,  paraplanners and other industry professionals
• To evaluate and monitor any tasks they manage to ensure technical team are delivering in support of the strategic priorities of the intermediaries channel and M&G adviser services
• To develop and deploy provision of training, coaching & development (incl CBTs) to intermediated distribution
• To coach and mentor Technical Managers and provide technical advice and guidance, whilst ensuring all activities remain compliant with policy, legislation and risk appetite
• To provide product, regulatory, legislative, tax and trust support to M&G as appropriate
• To act as a spokesperson for PR and work with press office to support campaigns and demonstrate technical expertise
• To deputise for Head of Technical where appropriate
• To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G's operational risk

Key Knowledge, Skills & Experience (preferred and essential):

• Expert level knowledge of all legislative and planning matters affecting financial planning
• A working knowledge of regulatory issues and able to advise on appropriate action both from a manufacturer and distributer perspective when considering new regulation
• Able to train and coach others including expert level individuals
• Able to oversee and ensure accurate provision of CPD (Continuing Professional Development)
• Able to assist Head of Technical in planning
• Significant experience in all aspects of legislation and planning matters affecting financial planning
• Experience of provision of technical expertise to both internal and external customers
• Experience of working with and influencing other stakeholders of all levels throughout the business to achieve strategic objectives
• In depth knowledge of advisory processes
• Able to work with and influence other stakeholders of all levels throughout the business to achieve strategic objectives
• Able to disseminate and explain complex subjects to all knowledge levels
• Analytical mindset
• Able to challenge appropriately
• Able to demonstrate role model behaviour internal and externally
• Able to effectively communicate through all mediums including presenting to small and large audiences  of all levels of seniority  and/or technical abilities
• Able to design and deliver training
• Relevant degree, Chartered Financial Planner or equivalent.  Relevant experience will also be taken into account.

Work Level: Manager Expert

Reporting to: Head of Technical Intermediated Sales Director

Recruiter: Phoebe Ewers

Closing date: 1st May 2026

Location: Remote/ Home Based - UK

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]