Business Development Consultant

M&G; City of Edinburgh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial services provider in Edinburgh seeks a Business Development Consultant to identify growth opportunities and build strategic partnerships. The role requires strong sales experience, knowledge of the UK advice marketplace, and effective collaboration with stakeholders. Ideal candidates will have a track record in relationship management and analytical skills. This is a full-time position with flexible working arrangements.

Benefits

Flexible working arrangements

Support for disability accommodations

Qualifications

• Good knowledge of the UK advice marketplace and competitors.
• Experience with lead generation and sales conversion.
• Track record of high-level relationship building and negotiation.

Responsibilities

• Support sourcing new B2B and strategic partnerships.
• Analyze information to produce high-quality reports.
• Identify and qualify growth opportunities.

Skills

Knowledge of UK advice marketplace

Experience in a Sales environment

Relationship building

Data analysis

Presentation skills

Education

Relevant professional qualifications in Financial Services

Tools

CRM systems

Job description

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of 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 also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

Business Development Consultant(12 mth Fixed Term Contract or Secondment)

M&G Wealth Advice is the financial planning and advice business within the M&G Group, consisting of three current advisory businesses 1) The Advice Partnership (TAP) a restricted network with more than 300 Appointed Representatives and 2) Sandringham Financial Partners (SFP) an independent network with circa 180 Appointed Representatives. 3) Continuum Financial Services LLP, a self-employed national business with 80 + advisers.

The Business Development Consultant will play a key role in the identification and qualification of growth opportunities across the advice business. The primary focus will be assisting the Head of Business and Partnership Development in sourcing third parties that will generate adviser meetings that support the Wealth growth strategy. T he role will require strong collaboration with key field colleagues and internal Group stakeholders in order to deliver an excellent adviser experience. The role will report into the Head of Partnership & Business Development .

Key Responsibilities for this role:

• Support Head of Business Development sourcing new B2B and strategic partnerships

• Working collaboratively within the team to support with presentations and data analysis

• Research, analyse and prepare proposition analysis / pitch material within agreed timescales using appropriate material and agreed criteria

• Provide appropriate pro-active support on all trading campaigns, event follow-up and local initiatives to help convert opportunities, achieve key targets and drive revenue

• Build and strengthen relationships with both internal stakeholders and external strategic partners, networks and contacts’

• Maintain key databases, ensuring accurate updating of CRM as appropriate to hold up-to-date adviser account intelligence, insight and contact details.

• Analyse information gained from advisers alongside internal data & MI to produce high quality, accurate reports, presenting recommendations to influence future

• Identifying new business opportunities, including new markets, new clients, new partnerships or new products and services and creating strategies to successfully reach new opportunities

• Build strong relationships with advisers, gauging needs and developing proposals to address these needs

• Attending conferences and events to build relationships with industry partners and staying up to date with new trends from across the market

• Develop a strong understanding of the company’s products, the competition in the industry and positioning

Key Knowledge, Skills & Experience:

• Good knowledge of UK advice marketplace, competitors and products / services therein namely Platform, MPS and Investment, Tax wrappers and Compliance.

• Experience working in a fast-paced Sales environment, including lead generation and conversion, whilst managing multiple priorities and variable targets.

• Good understanding of the financial advice workplace i.e. the mechanics of an adviser’s back office and an understanding of different adviser propositions, their processes and the key drivers for success

• Track record of relationship building and negotiation at a senior management level

• Highly motivated and results driven, with the ability to work under pressure and on own initiative, identifying and qualifying opportunities

• Articulate, well presented with high quality presentation and consultative selling skills with a commitment to deliver exceptional customer service

• Ideally relevant professional qualifications gained in Financial Services or in an IFA facing business e.g. FPC, AFPC, ACII

• A self-starter who demonstrates enthusiasm and commercial acumen with a “can do” attitude

• Ability to work confidently with data and maintaining critical systems such as CRM to agreed quality standards and pull together compelling analysis and reports.

• Flexible approach to work including hours and travel commitments

Location: Stirling or Edinburgh

Work Level: Experienced Colleague

Recruiter: Amy Curtis

Closing Date: 22nd August 2025

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader , and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they 'opt in' to the scheme when applying.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional need,pleaselet usknow by contacting us at: [e-mail]