Platform Telephone Account Manager

🕒 vor 3 Monaten

🇬🇧 Vereinigtes Königreich – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

👻 Geisterscore 55%

infoinfo

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of M&G plc

M&G plc

5001 - 10000 Mitarbeiter

💸 Finanzen

💳 Fintech

🛡️ Versicherung

💰 Post-IPO Equity im 2022-07

Finance • Fintech • Insurance

M&G plc ist ein führendes internationales Unternehmen für Spar- und Anlagegeschäfte und verwaltet Geld für rund 4,6 Millionen Einzelkunden und mehr als 900 institutionelle Kunden in 38 Büros weltweit. Zum 31. Dezember 2023 verwalteten und administrierten wir Vermögenswerte in Höhe von 343,5 Milliarden Pfund Sterling. Unser Ziel ist es, jedem das wirkliche Vertrauen zu geben, sein Geld für sich arbeiten zu lassen. Mit einer Geschichte, die mehr als 175 Jahre zurückreicht, hat M&G plc eine lange Tradition in der Innovation von Spar- und Anlagelösungen und kombiniert Fachkenntnisse in Vermögensverwaltung und Versicherungen, um eine breite Palette von Lösungen anzubieten. Unsere drei unterschiedlichen Geschäftsbereiche, Asset Management, Life und Wealth, arbeiten zusammen, um Zugang zu ausgewogenen, langfristigen Anlage- und Sparlösungen zu bieten.

Beschreibung

• Own relationships with historic and new adviser firms as the primary contact for M&G Platform matters • Identify and develop new platform business opportunities through targeted proactive engagement • Coordinate operational support for a consistently high-quality adviser and client journey • Build and maintain relationships with key decision-makers and understand firms’ strategic plans • Collaborate with the wider M&G sales team to uncover and progress platform opportunities • Provide structured stakeholder communications on business plans, activity levels, and pipeline development • Explain the M&G Platform proposition, service differentiators, and commercial benefits • Promote digital self-service and platform capabilities • Partner with the Adoption team to ensure users are trained, competent, and accredited • Maintain internal relationships across M&G Platform and the wider M&G business • Support the strategy to re-establish the M&G Wealth Platform and expand its adviser supporter base

🎯 Anforderungen

• Proven knowledge of the financial advice marketplace and the mechanics of an adviser’s back office • Understanding of different adviser propositions, processes, and key drivers for success • Appreciation of the Platform market • Experience of web-enabled applications • Understanding of the functionality of main IFA back-office systems • IT literacy and knowledge of Microsoft Word, Excel, PowerPoint, and Project • Track record of working with IFA firms on strategic change • Proven track record in development, sales, or relationship management • Competitor awareness • Self-starter with enthusiasm, commercial acumen, and a “can do” attitude • Excellent consultative selling skills and results-driven orientation • Strong track record of achieving goals and sales targets • Excellent interpersonal and client-facing skills • Ability to negotiate at all levels, including Senior Management levels • Highly motivated and able to work under pressure • Numerate, with experience preparing business cases for investment and compelling business proposals • Flexible approach to work, including hours and travel commitments • Ability to think strategically and creatively using multiple sources of information • Positive reaction to change • Articulate and well presented, with high-quality presentation skills • Strong customer orientation and commitment to superior customer service • Willingness to study for further relevant professional qualifications • Relevant professional qualifications such as FPC, AFPC, or ACII are ideally preferred

🏖️ Vorteile

• Flexible working arrangements • Workplace adjustments • Pension scheme of up to 18% (13% employer contributions and 5% employee contributions) • Access to Share Save and Share Incentive Plan • Financial wellbeing and support services • 38 days annual leave including bank holidays • Opportunity to purchase up to five extra days • Time Off When You Need It policy • Paid parental leave covering maternity, adoption, surrogacy, and paternity leave • Private Healthcare • Critical Illness cover • Life Assurance • Additional family options for health and protection cover • Networking, support and development opportunities through employee-led networks

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