Platform Telephone Account Manager

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 work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role: Platform Telephone Account Manager

Location: Homebased

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

Reporting to: Platform Sales Director

Location: Homebased

Closing Date: 16 June 2026

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.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

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