At a Glance
- Tasks: Support advisers in growing their business and achieving sales targets through education and relationship building.
- Company: Join a leading savings and investments firm with over 175 years of innovation.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and comprehensive health cover.
- Other info: Flexible working arrangements and a commitment to diversity and inclusion.
- Why this job: Make a real impact by helping advisers succeed while developing your skills in a supportive environment.
- Qualifications: Strong communication skills and a proactive mindset; relevant qualifications are a plus.
The predicted salary is between 36000 - 60000 £ per year.
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 also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.
The Account Relationship Consultant will play a key role in delivering our strategic objectives and proposition.
Strategic Objective
We help our advisers strengthen and grow their business and make M&G their provider of choice, helping both them and their clients achieve positive outcomes through promotion of our products and propositions, with PruFund at the heart. We work in partnership with the Intermediated Distribution sales teams to achieve their growth ambition, develop sales opportunities, and help deliver sales targets.
Adviser Proposition
We build trust and confidence with our advisers, developing and nurturing our relationships, through our knowledge, experience, underpinned by a growth mindset. We help educate our advisers to save time by becoming self-sufficient with our digital and products journeys, making us easy to deal with.
Centre of Excellence focus
- Design and delivery of high quality education sessions over Teams to our key panelled Strategic Advisers and their teams, in order to drive digital adoption.
- Development of requirements, design and delivery of our training programme to our regular wave of new recruits.
- Quality Assurance of our compliance requirements (call listening and email checks; providing feedback to improve performance and our overall capability).
- Contribute to project and proposition design & developments – providing essential insight and contribution to shape the successful outcome.
- Design and develop the perfect pitch to use with our sales opportunities.
- Support Key Account Directors to give ‘sales time back’ supporting HO escalated enquiries, Product & Proposition enquiries, project manage Events & Webinar execution, facilitation of Distribution Ops requirements.
Key Responsibilities
- Work in partnership with our account managers (deploying defend and grow strategies) proactively identifying and following up on all our sales lead generation opportunities, helping to maximise sales aligned to our panels business plans (extensive use of MI).
- Own a segment of accounts to develop and help grow, respond to sales enquiries and, with a growth mindset, generate sales opportunities.
- Quality Fact Finds conducted with Advisers, and opportunity spotting, to generate referrals for our Account Managers. This drives AM Activity, quotes, and new business flows.
- Support our advisers with their product, proposition, and pre-sales enquiries.
- Promote to maximise the use with our extensive range of tools and calculators.
- Help Advisers to navigate our systems (to drive digital adoption), to become self-sufficient and commercial. Further, guide service enquiries to the right place and where right to do so, facilitate service issue resolutions when all else has failed, through the escalation process.
Key requirementsSkills:
- Influence with positive intent.
- Communication, influence and stakeholder management with sales audiences.
- Shape, design and deliver to train/upskill new Consultants.
- Proactive support to new starts as they embed on panel.
- Self-starter, self-motivated, ability to prioritise own workload and flag pain points with solutions.
- Deputising for SSMs, ability to problem solve and manage challenges.
- Project / issue management. Facilitation with the problem statement, bring Adviser insight and sell the impact assessment (link back to influencing skills to positively drive change).
- Commercial focus with business planning, making the right decisions growth priorities.
Knowledge & Qualifications
- Extensive knowledge with our wide range of propositions.
- Champion our Value Proposition.
- Why Service to the right place is vital to deliver a commercial business.
- Business acumen.
- Our AX runway.
- Relevant professional qualifications (R01 and R04 or equivalent) or working towards.
Attributes
- Have a proactive and positive mindset.
- Role models our best practice. Set the bar for others to follow.
- Leadership, professionalism, a role model that sets the standard.
- Leads on message.
- Has a centre of excellence mindset.
Location: Edinburgh, Kildean
Work Level: Experienced Colleague
Reports to: Sales Support Manager
Recruiter: Phoebe Ewers
What we offer
At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:
- As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to 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 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
- Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.
We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com
Account Relationship Consultant employer: MG
M&G is an exceptional employer that prioritises employee well-being and professional growth, offering a dynamic work culture where innovation thrives. As a Workplace Transformation Project Lead, you will benefit from comprehensive training programmes and opportunities for career advancement, all while contributing to creating inspiring office environments across the UK. With a commitment to delivering a best-in-class colleague experience, M&G fosters a collaborative atmosphere that values your input and expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Account Relationship Consultant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like MG. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Relationship Consultant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to MG.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on MG's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at MG
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with MG.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at MG will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former MG employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
