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.
Training & Competence Supervisor
Sandringham Financial Partners, part of M&G, is one of the UK’s leading national independent advice firms. Our Training & Competence team plays a critical role in maintaining high‑quality, compliant advice across our nationwide adviser network.
We’re looking for an experienced T&C professional, adviser or paraplanner who enjoys developing people, shaping advice standards and working at the heart of a growing advice business.
Why Sandringham?
A genuine next step for advisers, paraplanners or T&C professionals
Variety, autonomy and real influence over advice quality
Career development within a growing firm backed by M&G
Key Responsibilities:
1. Supervise and support a portfolio of Advising Partners, ensuring ongoing competence and regulatory alignment
2. Deliver coaching, challenge and feedback through regular 1‑to‑1s and structured reviews
3. Support SM&CR and AR regime requirements, including Fit & Proper and KPI assessments
4. Identify advice risks, trends and development needs and help drive solutions
5. Design and deliver engaging training, induction and Academy content
6. Act as a trusted point of contact for technical, regulatory and T&C queries
7. Support new and developing advisers on their journey to competent adviser status
8. Contribute to wider projects across advice, AML, vulnerable clients and business change
9. Understand the intricacies of advice businesses to deliver coaching on where advisers and directors can build stronger and more efficient businesses
Key Knowledge, Skills & Experience:
10. Background in T&C supervision, financial advice or paraplanning
11. Level 4 Diploma in Financial Planning (essential)
12. Strong knowledge of SM&CR, AR regime, MiFID and PROD
13. Confident communicator who enjoys coaching, influencing and problem‑solving
14. Comfortable balancing regulatory standards with commercial realities
15. Resilient, adaptable and motivated by continuous improvement
16. Desirable: Advanced qualifications, later life or complex advice experience
Location: Huddersfield, London, Stirling or Edinburgh (hybrid working)
Work Level: Experienced Colleague
Recruiter: Amy Curtis
Closing Date: 15 May 2026
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:
17. 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.
18. 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.
19. 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.
20. 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
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, 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: