The Role:

The Telephone Account Manager plays a key role in delivering the strategy to re-establish the M&G Platform and support the broader ambitions of M&G Life. The role focuses on deepening relationships with current and historic supporters of the platform while identifying and converting new opportunities to expand the adviser supporter base. The role will focus predominantly on the platforms strategic relationships where there is a shared objective across M&G Life on growth ambitions

Key Responsibilities

• Own the relationship with historic and new adviser firms, acting as the primary point of contact for all matters relating to the M&G Platform.

• Identify and develop new business opportunities for the platform through a targeted and proactive engagement strategy.

• Coordinate operational support to ensure each firm experiences a consistently high-quality adviser and client journey.

• Build and maintain strong relationships with key decision-makers within each firm, ensuring full understanding of their current and future strategic plans.

• Collaborate effectively with the wider M&G sales team to uncover and progress opportunities for the platform.

• Provide regular, structured communication to all relevant stakeholders on progress against business plans, activity levels, and pipeline development.

• Ensure firms fully understand the M&G Platform proposition, its service differentiators, and the commercial benefits it can bring to their business.

• Promote digital self‑service, ensuring advisers and support staff utilise platform capabilities wherever possible.

• Partner closely with the Adoption team to ensure all users are trained, competent, and accredited, maximising efficiency and minimising operational friction.

• Maintain strong internal relationships across all departments within M&G Platform and the wider M&G business, ensuring alignment with the overarching M&G growth strategy.

Key Experience

• Proven knowledge of the financial advice marketplace, the financial advice workplace i.e. the mechanics of an adviser’s back office and an understanding of different adviser propositions, their processes and the key drivers for success

• An appreciation of the Platform market

• Experience of web-enabled applications and an understanding of the functionality of the main IFA back office systems in common usage in the market

• IT literate with knowledge of Microsoft Word, Excel, Powerpoint and Project

• Track record of working with IFA firms on strategic change, as well as a proven track record in development, sales or relationship management.

• Competitor Awareness

• Ideally relevant professional qualifications gained in Financial Services or in an IFA facing business e.g. FPC, AFPC, ACII

• A self starter who demonstrates enthusiasm and commercial acumen with a “can do” attitude

• Excellent consultative selling skills with a results driven orientation and strong track record of achievement of goals and sales targets

• Excellent interpersonal skills with a strong client-facing focus and the ability to manage good working relations

• Ability to negotiate at all levels, with experience of dealing at Senior Management levels

• Highly motivated and able to work under pressure

• Numerate with experience in preparing business cases for investment and creating compelling business proposals demonstrating value to client organisations

• Flexible approach to work including hours and travel commitments

• Ability to think strategically and creatively using multiple sources of information to craft effective business solutions

• Reacts positively to change

• Articulate and well presented with high quality presentation skills

• Strong customer orientation, with an understanding of and commitment to delivering a customer service experience superior to our main competitors

• Willing to study for further relevant professional qualifications

Job Level: Experienced Colleague

Location: Homebased Scotland

Closing Date: 16 June 2026