Platform Telephone Account Manager

At M&G, 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 offer workplace adjustments to ensure you have the support you need to succeed in your role.

Platform Telephone Account Manager

Homebased UK

The M&G Wealth Platform has entered an exciting new chapter. We are focused on rebuilding momentum, strengthening adviser confidence, and re‑establishing ourselves as a platform partner within the UK adviser market. Our growth strategy is centred on developing deeper partnerships with strategically aligned advice firms, helping them embed our platform into their operating models and drive long‑term growth. The Telephone Account Manager plays a key role in delivering the strategy to re‑establish the M&G Wealth 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.

• 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.

• 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…