Remote Platform Relationship Manager – Adviser Partners

M&G

England

On-site

GBP 45,000 - 65,000

Full time

32 hours ago
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Benefits offered by this job

Pension scheme up to 18%
Share Save scheme
38 days annual leave
Inspiring Families policy
Private Healthcare

Job summary

M&G is seeking a Platform Telephone Account Manager to deepen partnerships with adviser firms and expand the M&G Wealth Platform. The role focuses on converting opportunities, coordinating cross‑functional support, and delivering a superior adviser and client journey.

You will work from a homebased UK setup with flexible hours, collaborating with the Platform Sales Director and wider sales team to drive growth and platform adoption.

Qualifications

  • Proven knowledge of the financial advice marketplace and adviser back office mechanics.
  • Appreciation of the Platform market and IFA back office systems.
  • IT literate with MS Office suite proficiency; familiarity with common market tools.

Responsibilities

  • Own the relationship with historic and new adviser firms and be the primary contact for the M&G Platform.
  • Identify and develop new business opportunities through proactive engagement.
  • Coordinate operational support to ensure a high‑quality adviser and client journey.

Skills

Relationship management
Consultative selling
Negotiation
Communication
Strategic thinking
Client-facing
Commercial acumen
Self-starter

Education

FPC/AFPC/ACII

Tools

Microsoft Word
Excel
PowerPoint
Project

Job description

M&G is seeking a Platform Telephone Account Manager to deepen partnerships with adviser firms and expand the M&G Wealth Platform. The role focuses on converting opportunities, coordinating cross‑functional support, and delivering a superior adviser and client journey.

You will work from a homebased UK setup with flexible hours, collaborating with the Platform Sales Director and wider sales team to drive growth and platform adoption.

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