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.

Training & Competence Consultant

You will report and assist the Training & Competence Manager in the strategic development of T&C schemes, and as part of the team plan and deliver AR Annual Assessments. Additionally, you will assist in overseeing how T&C is delivered within the Remote Advice & Pension Transfer Specialist teams. This requires an excellent understanding of regulatory sales processes, training and competence requirements for advisory businesses, and a working knowledge of the regulatory and policy requirements for advice businesses, in particular AR firms. You will prepare and deliver audit reports to senior management, and influence key stakeholders to take remedial actions to improve outcomes. You will additionally support the advice business as required with T&C specialist advice and guidance as required.

Key Responsibilities for this role:

• To support on the development of the Training and Competence (T&C) strategy/scheme, ensuring schemes are designed compliantly in line with policy, legislation and risk appetite. Lead, support and advise on T&C Standards
• To support on activities as defined in the T&C schemes, by providing expert guidance and advice, analysis of key indicators and reporting as required, ensuring training needs can be identified, highlighted and actioned appropriately by relevant management
• To support management on activities designed to deliver Competent Adviser Status of individuals required to undertake advice activities
• To deliver Annual Reviews in line with an audit programme that cover ARs. This is designed to audit adherence to processes (including T&C), competence of individuals within the T&C schemes, and compliance in line with regulatory and policy requirements
• To collaborate and support the wider Risk and Controls team as required on activities in line with the Risk and Control Framework. For example, undertaking audit activities to support incidents and investigations as required
• To collaborate and support relevant Wealth Advice Management in ensuring advice activities, T&C and regulatory standards are met and delivered by the AR and Hybrid teams

Key Knowledge, Skills & Experience:

• Working knowledge of T&C regulation, T&C frameworks, tools and methodologies
• Working knowledge of FCA rules that directly or indirectly relate to training and competence activities for advice businesses, and ARs, and good outcomes for clients
• Expert knowledge of life, pension and investment products
• Expert knowledge of financial planning techniques, processes and methodologies
• Working knowledge of the advice market in UK financial services
• Experience of quality audit tools, methodologies and approaches
• Experience in negotiating and influencing
• Relevant professional qualification (CII Diploma in Regulated Financial Planning or suitable alternative at level 4 or above

Location: UK Home-Based

Work Level: Experienced Colleague

Recruiter: Amy Curtis

Closing Date: 28th October 2025

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