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M&G plc is an international finance and insurance business focused on savings, investments, asset management, life insurance, and wealth solutions. The company serves around 4.6 million individual clients and more than 900 institutional clients through 38 offices worldwide. Its Asset Management, Life, and Wealth businesses combine investment and insurance expertise to support long-term financial planning and investment needs.
Account Relationship Consultant – Edinburgh Hybrid
Support financial advisers with M&G investment products and digital journeys in this Edinburgh hybrid role. Identify sales opportunities, provide adviser education, and strengthen professional relationships.
Description
- Build trusted relationships with a panel of financial advisers
- Support growth strategies alongside Account Managers
- Identify and develop sales opportunities through adviser engagement, insight, and management information
- Provide timely, accurate guidance on products, propositions, and pre-sales queries
- Help advisers make effective use of digital tools and self-service journeys
- Deliver relevant training and education sessions
- Promote PruFund through targeted adviser engagement
- Complete thorough fact-finds to identify opportunities and generate Account Manager referrals
- Support quotations and new business generation
- Present clear and persuasive sales messages
- Resolve complex adviser queries through collaborative working
- Bring adviser insight to projects, proposition improvements, and wider business initiatives
Requirements
- Demonstrate broad awareness of products and propositions across the market
- Understand Bonds, Retirement and Pension propositions, ISAs, and investment products
- Build strong relationships and manage stakeholders effectively
- Influence others in a positive and constructive way
- Communicate clearly and explain complex information with confidence
- Show commercial awareness and take a proactive approach
- Prioritise work effectively to meet business objectives
- Be self-motivated and well organised
- Manage multiple priorities comfortably
- Have experience supporting training, onboarding, or capability development
- Understand adviser needs and the financial services marketplace
- Hold relevant professional qualifications such as R01 or R04, or an equivalent qualification, or be willing to work towards them
Benefits
- Flexible working arrangements
- Workplace adjustments
- Support towards professional qualifications
- Career development opportunities
- Pension scheme of up to 18%, comprising 13% employer and 5% employee contributions
- Share Save and Share Incentive Plan
- Financial wellbeing and support services
- 38 days of annual leave including bank holidays
- Option to purchase up to five additional days
- Time Off When You Need It policy
- Paid parental leave for maternity, adoption, surrogacy, and paternity
- Private healthcare
- Critical illness cover
- Life assurance
- Additional family options for Health & Protection cover
- Employee-led networks for networking, support, and development
- Reasonable adjustments throughout the recruitment process
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