Platform Telephone Account Manager

🕒 June 16

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 55%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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M&G plc

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

💳 Fintech

🛡️ Insurance

💰 Post-IPO Equity on 2022-07

Finance • Fintech • Insurance

M&G plc is a leading international savings and investments business, managing money for around 4. 6 million individual clients and more than 900 institutional clients in 38 offices worldwide. With a heritage dating back more than 175 years, M&G plc combines asset management and insurance expertise to offer a wide range of investment and savings solutions. The company's three distinct operating segments, Asset Management, Life and Wealth, work together to provide access to balanced, long-term investment and savings solutions.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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