M&G plc
M&G plc
5 001 – 10 000 Қызметкерлер
ҚаржыСақтандыруФинтех
M&G plc — жинақтар, инвестициялар, активтерді басқару, өмірді сақтандыру және әл-ауқатты басқару шешімдеріне бағытталған халықаралық қаржы және сақтандыру компаниясы. Компания әлем бойынша орналасқан 38 кеңсесі арқылы шамамен 4,6 миллион жеке клиентке және 900-ден астам институционалдық клиентке қызмет көрсетеді. Оның активтерді басқару, өмірді сақтандыру және әл-ауқатты басқару бағыттары ұзақ мерзімді қаржылық жоспарлау мен инвестициялық қажеттіліктерді қолдау үшін инвестициялау және сақтандыру салаларындағы тәжірибені біріктіреді.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • 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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