Adviser Services Consultant

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 success. We 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 advice. This role is phone based and excellent communication skills are essential. Previous experience dealing with Clients within the Financial Services Industry is preferred but not essential. The successful candidate will be working from our Stirling or Edinburgh office.

Key Responsibilities for this role:

• You’ll 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 service to customers and stakeholders
• Focuses on quality of delivery to achieve clear outputs within guidelines 
• Runs the organisation's processes and systems following pre-defined 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
• You’ll 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
• You’ll provide a range of support, therefore flexibility is a must
• Being pro-active, 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 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.  Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they 'opt in' to the scheme when applying. 

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: [email protected]