Adviser Services Consultant
Adviser Services Consultant
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Job Description
At M&G our purpose is to give everyone real confidence to put their money to work.As an international savings and investments business with roots stretching back more than 170 years we offer a range of financial products and services through Asset Management Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients and superior shareholder returns.
Through our behaviours of 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.
Adviser Services Consultant
The Adviser Services Function within M&G Wealth Advice provides support for our Clients and Financial Advisers. The role is varied and flexibility is key to are looking to recruit Adviser Services Consultants who are motivated and able to build rapport with our Clients have meaningful conversations to establish their needs and promote the benefits of financial role is phone based and excellent communication skills are essential. Previous experience dealing with Clients within the Financial Services Industry is preferred but not successful candidate will be working from our Stirling or Edinburgh office.
Key Responsibilities for this role:
- Youll be a great communicator with a natural ability to build rapport with clients understand their needs and confidently promote our service to clients
- Accountable for delivering a quality serviceto customers and stakeholders
- Focuses on quality of delivery to achieve clear outputs within guidelines
- Runs the organisations processes and systems following predefined procedures
- Adapts to change responds with initiative and make suggestions for improvements to own work and processes
Key Knowledge Skills & Experience:
- You will have experience in dealing with Clients over the telephone guided by a framework
- You will manage your time efficiently to maximise your customer facing time
- You will be able to confidently promote our services to new or existing Clients
- Youll be organised and focused with the ability to prioritise and multi task
- You will have an attention to detail and a high level of accuracy
- Youll provide a range of support therefore flexibility is a must
- Being proactive adaptable and tailoring your working style is key to being successful in this role
Work Level: Colleague
Recruiter Name: Phoebe Ewers
Location: Stirling or Edinburgh
Closing Date: 09/05/2025
We have a diverse workforce and an inclusive culture at M&G plc underpinned by our policies and our employeeled 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.
Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional needpleaselet usknow by contacting us at:
Required Experience:
Contract
Employment Type
Full-Time
