Platform Telephone Account Manager

M&GPrudential; United Kingdom; Remote; GBP 45,000 - 60,000; Full time

Benefits offered by this job

38 days annual leave

Pension up to 18%

Private Healthcare

Job summary

Join M&G as Platform Telephone Account Manager, a homebased UK role focused on rebuilding momentum and deepening partnerships with adviser firms for the M&G Wealth Platform. You will drive growth, engage strategically, and coordinate with the sales and Adoption teams to ensure an excellent adviser and client journey.

You will work with a high‑performing team, utilise your consultative selling skills, and help advisers realise the platform’s differentiators and commercial benefits.

Qualifications

• Proven knowledge of the financial advice marketplace and back‑office mechanics.
• Familiarity with IFA platforms and back‑office systems is desirable.
• Experience in strategizing and selling to adviser firms.

Responsibilities

• Own the relationship with adviser firms as primary contact for M&G Platform.
• Identify and develop new business opportunities for the platform.
• Coordinate operational support for a high‑quality adviser and client journey.
• Build relationships with senior decision‑makers and align with firm plans.
• Collaborate with the sales team to uncover platform opportunities.
• Communicate progress against plans, activity, and pipeline.

Skills

Relationship management

Consultative selling

Client facing

Strategic thinking

Negotiation

Stakeholder communication

Education

Financial Services qualifications (FPC/AFPC/ACII)

Tools

Word

Excel

PowerPoint

Project

Job description

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.

Role

Platform Telephone Account Manager

Location

Homebased UK

Company context

The M&G Wealth Platform has entered an exciting new chapter. We are focused on rebuilding momentum, strengthening adviser confidence, and re‑establishing ourselves as a platform partner within the UK adviser market. Our growth strategy is centred on developing deeper partnerships with strategically aligned advice firms, helping them embed our platform into their operating models and drive long‑term growth. The Telephone Account Manager plays a key role in delivering the strategy to re‑establish the M&G Wealth Platform and support the broader ambitions of M&G Life. The role focuses on deepening relationships with current and historic supporters of the platform while identifying and converting new opportunities to expand the adviser supporter base. The role will focus predominantly on the platforms strategic relationships where there is a shared objective across M&G Life on growth ambitions.

Key Responsibilities

• Own the relationship with historic and new adviser firms, acting as the primary point of contact for all matters relating to the M&G Platform.
• Identify and develop new business opportunities for the platform through a targeted and proactive engagement strategy.
• Coordinate operational support to ensure each firm experiences a consistently high‑quality adviser and client journey.
• Build and maintain strong relationships with key decision‑makers within each firm, ensuring full understanding of their current and future strategic plans.
• Collaborate effectively with the wider M&G sales team to uncover and progress opportunities for the platform.
• Provide regular, structured communication to all relevant stakeholders on progress against business plans, activity levels, and pipeline development.
• Ensure firms fully understand the M&G Platform proposition, its service differentiators, and the commercial benefits it can bring to their business.
• Promote digital self‑service, ensuring advisers and support staff utilise platform capabilities wherever possible.
• Partner closely with the Adoption team to ensure all users are trained, competent, and accredited, maximising efficiency and minimising operational friction.
• Maintain strong internal relationships across all departments within M&G Platform and the wider M&G business, ensuring alignment with the overarching M&G growth strategy.

Key Experience

• Proven knowledge of the financial advice marketplace, 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.
• An appreciation of the Platform market.
• Experience of web‑enabled applications and an understanding of the functionality of the main IFA back office systems in common usage in the market.
• IT literate with knowledge of Microsoft Word, Excel, Powerpoint and Project.
• Track record of working with IFA firms on strategic change, as well as a proven track record in development, sales or relationship management.
• Competitor Awareness.
• 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.
• Excellent consultative selling skills with a results driven orientation and strong track record of achievement of goals and sales targets.
• Excellent interpersonal skills with a strong client‑facing focus and the ability to manage good working relations.
• Ability to negotiate at all levels, with experience of dealing at Senior Management levels.
• Highly motivated and able to work under pressure.
• Numerate with experience in preparing business cases for investment and creating compelling business proposals demonstrating value to client organisations.
• Flexible approach to work including hours and travel commitments.
• Ability to think strategically and creatively using multiple sources of information to craft effective business solutions.
• Reacts positively to change.
• Articulate and well presented with high quality presentation skills.
• Strong customer orientation, with an understanding of and commitment to delivering a customer service experience superior to our main competitors.
• Willing to study for further relevant professional qualifications.

Job Level

Experienced

Colleague Reporting to

Platform Sales Director

Recruiter

Phoebe Ewers

Location

Homebased UK

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.
• 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: [e-mail]

M&G is a leading international savings and investments business, managing money for around 4.6 million individual clients and more than 900 institutional clients in 38 offices worldwide.

As at 31 December 2024, we had £345.9 billion of assets under management and administration.

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.