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: Retirement Income Specialist - Part time

Join M&Gs newly formed Retirement Income Specialist Team within Distribution. We seek passionate individuals who thrive on helping advisers and brokers deliver outstanding client outcomes. As a Retirement Income Specialist you will empower Financial Advisers and Annuity Brokers to grow their businesses and position M&G as their provider of choice. Youll collaborate closely with the Strategic Account Manager Retirement Income (SAMRI) support Intermediated Distribution sales teams and represent Distribution at proposition meetings.

This is a unique opportunity to deepen your expertise in retirement solutions work alongside talented colleagues and advance your career and professional qualifications in a supportive environment.

This hybrid role is part time - 3 days per week with 1 of these days to be based in the office.

Key Responsibilities

Pre-Launch

• Support Strategic Account Manager Retirement Income with business development strategic planning and stakeholder engagement.
• Represent Distribution at internal Individual Lifetime Annuity (ILA) meetings when Strategic Account Manager Retirement Income is unavailable.
• Develop and manage the Retirement Income Specialist teams contact management system in partnership with the Salesforce team.
• Identify and engage new strategic accounts for ILA building your own panel of annuity brokers.
• Support Distribution with PGIP enquiries and provide updates for weekly reports and rate changes.
• Assist with training Distribution teams on ILA digital functionality (quote and apply processes).
• Act as a liaison between proposition service and Distribution teams.

Post-Launch

• Manage and grow a panel of strategic annuity accounts.
• Pursue large annuity cases and expand specialist annuity accounts.
• Provide technical and sales support for ILA to Distribution.
• Deliver digital proposition training to accounts and support teams.
• Support the launch of non-advised drawdown solutions (as required).
• Handle telephony and support functions.
• Generate leads and facilitate introductions to Distribution teams upselling ILA to PGIP or PruFund drawdown.
• Maintain the Retirement Income Specialist team contact management system with Salesforce.
• Continue representing Distribution at internal ILA meetings as needed.
• Support Distribution for PGIP enquiries and updates.
• Maintain strong links between proposition service and Distribution.

Key Accountabilities

• Deliver high-quality service to advisers annuity brokers and stakeholders leveraging practical experience and training.
• Educate advisers and strategic partners to become self-sufficient with digital and product journeys.
• Communicate critical annuity factors (rate changes quote and servicing pipeline management) to advisers and partners.
• Proactively identify and follow up on annuity opportunities maximizing sales in line with business plans.
• Engage with advisers and partners to support new business opportunities.
• Work within established frameworks interpreting procedures to solve a range of problems.
• Drive improvements in team practices and outputs through collaboration.
• Take ownership of personal development pursuing company-sponsored training and skills sessions.
• Strengthen positive risk and control culture by identifying assessing and managing risk.
• Understand and apply the M&G Code of Conduct.
• Comply with all relevant policies including mandatory training and CPD requirements.

Key Knowledge Skills & Experience

• Experience in the Financial Advice sector and regulated sales environments.
• Strong knowledge of industry best practice and external networks.
• Relevant professional qualification (Level 4 PFS or equivalent preferred) or willingness to work towards this.
• Proven relationship development communication and influencing skills.
• Knowledge of M&G propositions systems and distribution approach.
• Expertise in retirement solutions (annuities fixed-term annuities) markets and competitors.
• Good understanding of financial services regulatory and legislative frameworks.
• Strong team ethic drive and delivery focus.
• Customer-facing experience essential; financial services experience desirable.
• Commercial mindset resilience confidence and enthusiasm.
• Ability to work under pressure handle objections and think creatively.
• Independent and team-oriented work style; strong planning prioritization and organizational skills.
• Accountability and ownership for delivery.
• Effective communication skills for interpreting requirements resolving issues and managing complex enquiries.

Location: Edinburgh Stirling

Department and team: Individual Life & Pensions - Distribution

Reports to: Strategic Retirement Income - Strategic Account Manager

Management level: Experienced Colleague

Recruiter: Phoebe Ewers

What we offer:

At M&G were 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.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional needpleaselet usknow by contacting us at: