National Accounts Relationship Manager (Telephone)

M&G; Reading; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Pension scheme up to 18%

Share Save & SIP plan

38 days annual leave + buy more days

Inspiring Families policy

Private Healthcare

Job summary

M&G is seeking a Telephone Account Manager (National Accounts) to manage a panel of national advice firms from our UK offices. This office-based role is part of our Life distribution, and you will drive sales targets through Teams, calls and occasional meetings.

You will bring extensive experience in the Financial Advice sector, strong relationship skills, and knowledge of platform, funds and tax wrapper strategies.

Qualifications

• Experience in the Financial Advice sector & distribution in regulated sales environments.
• Strong working knowledge of national advice firms and consolidators.
• Level 4 PFS or equivalent qualification.
• Strong proven skills in relationship development, communication & influencing.
• Knowledge of M&G propositions, systems, and distribution approach.
• Strong knowledge of the investment markets, multi-asset fund solutions CIP/CRP design and application within a robust and scalable advice process.
• Knowledge and experience in Platform, Funds and tax wrapper strategies .
• Detailed knowledge of life and pensions products, markets, and competitors.
• Good knowledge of financial services regulatory and legislative frameworks.
• Strong team working ethic and showing high drive and delivery.

Responsibilities

• To provide a high-quality service to advisers and other stakeholders using skills and experience built up via significant practical experience and/or training.
• Working within established frameworks and procedures, with the freedom to interpret them to solve a range of problems.
• Makes suggestions for improvements to the work of the team, driving better working practices and outputs on a collaborative basis.
• Responsible for self-development and taking responsibility for further advancement and learning on the back of company-sponsored training and skills sessions.
• Use own judgement to strengthen our positive risk and control culture, by identifying, assessing, and managing risk within your business area or role – taking all reasonable steps to make sure your business area fulfils its external regulatory, legal and industry obligations.
• Understanding our Code of Conduct and how it applies to your work.
• Comply with all relevant policies, including annual mandatory training and CPD requirements.

Skills

Experience in the Financial Advice

National accounts knowledge

Relationship development

Product knowledge

Investment knowledge

Platform funds

Life & pensions

Regulatory knowledge

Teamwork

Education

Level 4 PFS

Job description

M&G is seeking a Telephone Account Manager (National Accounts) to manage a panel of national advice firms from our UK offices. This office-based role is part of our Life distribution, and you will drive sales targets through Teams, calls and occasional meetings.

You will bring extensive experience in the Financial Advice sector, strong relationship skills, and knowledge of platform, funds and tax wrapper strategies.