Platform Telephone Account Manager

Location: 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

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

What we offer

• We’re dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life , and financially plan for the future. Our UK benefits include :
• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside 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 five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.
• To explore more about life at M&G and our full benefits offering, visit Life at M&G
• At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.
• M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.
• We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying. If you need any additional support at any stage, please contact us at: careers@mandg.com