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Platform Telephone Account Manager

M&G, Kiltyrie, Perth and Kinross

Platform Telephone Account Manager

Salary not available. View on company website.

M&G, Kiltyrie, Perth and Kinross

  • Full time
  • Permanent
  • Remote working

Posted 4 days ago, 11 Sep | Get your application in now to be included in the first week's applications.

Closing date: Closing date not specified

Job ref: 3885dbc8f6604da3acc8c9c7f48bfef6

Location ref: Kiltyrie, Perth and Kinross

Full Job Description

  • Own the relationship with historic and new adviser firms, acting as the primary point of contact for all matters relating to the M&G Platform.
  • Identify and develop new business opportunities for the platform through a targeted and proactive engagement strategy.
  • Coordinate operational support to ensure each firm experiences a consistently high-quality adviser and client journey.
  • Build and maintain strong relationships with key decision-makers within each firm, ensuring full understanding of their current and future strategic plans.
  • Collaborate effectively with the wider M&G sales team to uncover and progress opportunities for the platform.
  • Provide regular, structured communication to all relevant stakeholders on progress against business plans, activity levels, and pipeline development.
  • Ensure firms fully understand the M&G Platform proposition, its service differentiators, and the commercial benefits it can bring to their business.
  • Promote digital self-service, ensuring advisers and support staff utilise platform capabilities wherever possible.
  • Partner closely with the Adoption team to ensure all users are trained, competent, and accredited, maximising efficiency and minimising operational friction.
  • Maintain strong internal relationships across all departments within M&G Platform and the wider M&G business, ensuring alignment with the overarching M&G growth strategy.

    Proven knowledge of the financial advice marketplace, the financial advice workplace i.e. the mechanics of an adviser's back office and an understanding of different adviser propositions, their processes and the key drivers for success
  • An appreciation of the Platform market
  • Experience of web-enabled applications and an understanding of the functionality of the main IFA back office systems in common usage in the market
  • IT literate with knowledge of Microsoft Word, Excel, Powerpoint and Project
  • Track record of working with IFA firms on strategic change, as well as a proven track record in development, sales or relationship management.
  • Competitor Awareness
  • Ideally relevant professional qualifications gained in Financial Services or in an IFA facing business e.g. FPC, AFPC, ACII
  • A self starter who demonstrates enthusiasm and commercial acumen with a "can do" attitude
  • Excellent consultative selling skills with a results driven orientation and strong track record of achievement of goals and sales targets
  • Excellent interpersonal skills with a strong client-facing focus and the ability to manage good working relations
  • Ability to negotiate at all levels, with experience of dealing at Senior Management levels
  • Highly motivated and able to work under pressure
  • Numerate with experience in preparing business cases for investment and creating compelling business proposals demonstrating value to client organisations
  • Flexible approach to work including hours and travel commitments
  • Ability to think strategically and creatively using multiple sources of information to craft effective business solutions
  • Reacts positively to change
  • Articulate and well presented with high quality presentation skills
  • Strong customer orientation, with an understanding of and commitment to delivering a customer service experience superior to our main competitors
  • Willing to study for further relevant professional qualifications

    At M&G, 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 offer workplace adjustments to ensure you have the support you need to succeed in your role.

  • A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
  • Access to our Share Save and Share Incentive Plan, alongside 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 five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
  • Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
  • Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.

Direct job link

https://www.s1jobs.com/job/platform-telephone-account-manager-127377360