Account Relationship Consultant (Financial Services)

Location: Hybrid, 3 days per week in the Edinburgh or Stirling office, United Kingdom.

Company

M&G provides savings, investment, asset management, and insurance 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, and management information.
• Provide product, proposition, pre-sales, quotation, and new business support.
• Help advisers use digital tools and self-service journeys, including delivering training and education sessions.
• Promote PruFund and help advisers identify client opportunities.
• Resolve complex adviser queries and contribute insight to proposition, project, and business improvements.

Requirements

• Awareness of financial-services 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, including the ability to explain complex information clearly and confidently.
• Commercial awareness, proactivity, effective prioritisation, organisation, and the ability to manage 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.
• 38 days of annual leave including bank holidays, with the option to purchase up to five additional days.
• Paid parental leave and family support covering maternity, adoption, surrogacy, and paternity leave.
• Private healthcare, critical illness cover, life assurance, Share Save, Share Incentive Plan, and financial wellbeing support.