Account Relationship Consultant (Financial Services)

Location: Edinburgh or Stirling office, hybrid with 3 days per week in the office.

Company

M&G provides asset management, insurance, savings, and investment solutions through its Asset Management and Life operating segments.

What you will do

• Build trusted relationships with financial advisers and support growth strategies with Account Managers.
• Identify sales opportunities through adviser engagement, insight, management information, fact-finds, referrals, quotations, and new business activity.
• Provide accurate support on products, propositions, and pre-sales queries.
• Help advisers use digital tools and self-service journeys, including delivering training and education sessions.
• Promote PruFund and help advisers identify client opportunities and maximise the value of the proposition.
• Resolve complex adviser queries and contribute insight to proposition, project, and business improvements.

Requirements

• Awareness of financial products and propositions, including bonds, retirement and pension propositions, ISAs, and investment products.
• Strong relationship-building, stakeholder management, and positive influencing skills.
• Excellent communication skills, with the ability to explain complex information clearly and confidently.
• Commercial awareness, proactive working style, effective prioritisation, and ability to achieve business objectives.
• Self-motivated, organised, and comfortable managing multiple priorities.
• Experience supporting training, onboarding, or capability development.
• Good understanding of adviser needs and the financial services marketplace.
• Relevant professional qualifications such as R01 or R04, or willingness to work towards them.

Culture & Benefits

• Flexible working arrangements and workplace adjustments are available.
• Support for professional qualifications and career development.
• Pension scheme of up to 18%, including up to 13% employer contributions and 5% employee contributions.
• Share Save, Share Incentive Plan, financial wellbeing support, private healthcare, critical illness cover, and life assurance.
• 38 days of annual leave including bank holidays, with the option to purchase up to five additional days.
• Inclusive culture with family support, paid parental leave, employee-led networks, and reasonable adjustments during recruitment.