Account Manager – Platform

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M&G plc

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💰 Post-IPO Equity on 2022-07

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. As at 31 December 2023, we had £343.5 billion of assets under management and administration. Our purpose is to give everyone real confidence to put their money to work.

📋 Description

• Own the relationship with adviser firms as the primary contact for all matters relating to the M&G Platform • Identify and develop new business opportunities through targeted engagement • Coordinate operational support for a high-quality adviser and client journey • Build and maintain strong relationships with key decision-makers within each firm • Collaborate with the wider M&G sales team to uncover and progress opportunities • Provide structured communication to stakeholders on progress against business plans • Ensure firms understand the M&G Platform proposition and its benefits • Promote digital self-service capabilities to advisers and support staff • Partner with the Adoption team to ensure users are trained and accredited • Maintain strong internal relationships across M&G departments

🎯 Requirements

• Proven knowledge of the financial advice marketplace • Understanding of the mechanics of an adviser’s back office and different adviser propositions • Experience of web-enabled applications and understanding of main IFA back office systems • IT literate with knowledge of Microsoft Word, Excel, PowerPoint, and Project • Track record of working with IFA firms on strategic change and development • Ideally relevant professional qualifications in Financial Services or IFA facing business e.g. FPC, AFPC, ACII • A self-starter demonstrating enthusiasm and commercial acumen • Excellent consultative selling skills with a results-driven orientation • Excellent interpersonal skills with a strong client-facing focus • Ability to negotiate at all levels, with experience 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 • Flexible approach to work including hours and travel commitments • Ability to think strategically and creatively with multiple sources of information • Reacts positively to change • Articulate and well presented with high quality presentation skills • Strong customer orientation with commitment to delivering superior customer service experience

🏖️ Benefits

• pension scheme of 18% with 13% Employer Contributions and 5% Employee Contributions • Share Save and Share Incentive Plan • access to financial wellbeing and support services • 38 days annual leave including bank holidays • opportunity to purchase up to 5 extra days • additional flexibility through Time Off When You Need It policy • market leading Inspiring Families policy with comprehensive support and paid parental leave • Health & Protection cover including Private Healthcare, Critical Illness cover, and Life Assurance