Proposition Technical Manager (Tax, Trusts and Estate Planning)

Location: Home based in England/UK with occasional travel required

Company

M&G provides asset management, insurance, savings, and investment solutions through its Asset Management and Life businesses.

What you will do

• Act as a technical expert on pensions, tax, financial planning, and related life and pension products.
• Interpret legislative and regulatory change and contribute to proposition strategy and adviser outcomes.
• Create and deliver technical content, tools, training, and events for advisers and distribution teams.
• Provide technical consultancy for proposition development, marketing activity, and business projects.
• Build thought leadership, engage with industry bodies, and represent M&G in media activities.
• Lead technical delivery across stakeholders and deputise for the Head of Technical when required.

Requirements

• Strong expertise in life and pension products, including pensions, ISAs, investment bonds, trusts, annuities, and investment propositions.
• Deep knowledge of tax legislation, financial planning regulation, and the regulatory environment affecting manufacturers, distributors, and advisers.
• Experience applying technical and regulatory knowledge to proposition development, financial planning, and distribution activities.
• Ability to assess regulatory change, identify risks and opportunities, and provide pragmatic recommendations.
• Strong stakeholder management, analytical, communication, presentation, and influencing skills.
• FPMI/APMI, FPFS/APFS, Chartered Financial Planner status, a relevant degree, an equivalent qualification, or progress toward one; relevant experience is also considered.

Culture & Benefits

• Home-based working with flexible working arrangements and workplace adjustments available.
• Pension scheme with contributions of up to 18%.
• 38 days of annual leave including bank holidays, with the option to purchase up to five additional days.
• Paid parental leave and family support through the Inspiring Families policy.
• Private healthcare, critical illness cover, life assurance, share plans, and financial wellbeing support.
• Inclusive culture with employee-led networks and development opportunities.