Account Relationship Consultant
M&G · Edinburgh, United Kingdom · 1d ago
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.
The Role: Account Relationship Consultant
The Account Relationship Consultant plays an active role in strengthening adviser relationships and supporting the delivery of our growth ambitions. This role works in close partnership with Intermediated Distribution teams to identify opportunities, enhance adviser engagement, and deliver positive client outcomes.
With a focus on being clear, supportive and commercially aware, the role helps advisers navigate products, tools and digital journeys with confidence, positioning M&G as a trusted and easy-to-do-business-with partner.
This is a fast-paced and varied role that offers the opportunity to develop valuable sales and relationship management skills while building expertise across a broad range of products, services, and propositions. You'll gain exposure to a wide range of business areas, be supported in achieving professional qualifications, and have access to excellent career development opportunities to help shape your future career path.
Key Responsibilities
Relationship Management & Business Growth
Build trusted relationships with a panel of financial advisers, supporting the delivery of growth strategies in partnership with Account Managers.
Identify and progress sales opportunities through adviser engagement, insight, and management information.
Adviser Support & Development
Provide timely, accurate support on product, proposition and pre-sales queries.
Help advisers maximise digital tools and self-service journeys, delivering engaging training and education sessions where appropriate.
Champion PruFund, M&G's flagship investment proposition, through targeted engagement, helping advisers recognise client opportunities and maximise the value of the solution.
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Sales & Opportunity Generation
Conduct quality fact-finds to uncover opportunities and generate referrals for Account Managers.
Support quotation activity, new business generation, and the delivery of clear, compelling sales messages.
Continuous Improvement
Resolve complex adviser queries collaboratively and contribute valuable adviser insight to projects, proposition enhancements, and business improvements.
Knowledge, Skills & Experience
Broader product and proposition awareness across the market, with an understanding of key solutions including Bonds, Retirement and Pension propositions, ISAs, and investment products.
Strong relationship-building and stakeholder management skills, with the ability to influence positively.
Excellent communication skills, with the ability to explain complex information clearly and confidently.
Commercially aware, proactive, and able to prioritise effectively to achieve business objectives.
Self-motivated, organised, and comfortable managing multiple priorities.
Experience supporting training, onboarding, or capability development.
Good understanding of adviser needs and the financial services marketplace.
Relevant professional qualifications (e.g. R01, R04 or equivalent) or a willingness to work towards them.
Location: Edinburgh OR Stirling office (Hybrid - 3 days per week)
Work Level: Experienced Colleague
Reports to: Manager - Account Relationships
Recruiter: Phoebe Ewers
What we offer:
We’re dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, and financially plan for the future. Our UK benefits include:
- 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.
To explore more about life at M&G and our full benefits offering, visit Life at M&G
At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.
M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.
We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying. If you need any additional support at any stage, please contact us at: careers@mandg.com