Account Relationship Consultant
M&G plc · Stirling
Job description
About the role
The Account Relationship Consultant supports M&G’s growth by strengthening relationships with financial advisers and helping them navigate our product suite and digital tools. Working closely with Intermediated Distribution teams, you will act as a trusted partner, ensuring advisers have the information and support they need to deliver positive client outcomes.
Key responsibilities
- Build and maintain trusted relationships with a panel of financial advisers.
- Identify and progress sales opportunities through adviser engagement and data insights.
- Provide timely, accurate support on product, proposition and pre‑sales queries.
- Champion M&G’s flagship investment proposition, PruFund, to maximise client value.
- Conduct fact‑findings to uncover opportunities and generate referrals for Account Managers.
- Support quotation activity, new‑business generation and delivery of clear, compelling proposals.
Required profile
- Strong commercial awareness and ability to build trusted adviser relationships.
- Clear, supportive communication style with a focus on delivering value.
- Ability to work in a fast‑paced, varied environment and manage multiple priorities.
- Interest in developing sales and relationship‑management expertise across a broad product range.
Required skills
What we offer
- Flexible working arrangements and workplace adjustments.
- Support for professional qualifications and continuous learning.
- Access to career development opportunities within a historic, innovative asset‑management firm.
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Published 1 month ago
Expires 4 days from now
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M&G plc
Stirling
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