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Platform Adoption Consultant F2F

Job LocationEdinburgh
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clientsand identifying new opportunities to make a positive impact for our environment and communities . To help us achieve our vision were looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliverresults and keep it simple. 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. Location:Home based/ remote: This role covers the Midlands region and surrounding areas - travel is required.The Role: A rare and exciting opportunity has become available to join the Platform Adoption Team at M&G Wealth. Youll not only receive an excellent compensation and benefits package with future career opportunities but youll be working with a team who pride themselveson customer centricity. Its a fast paced and fun environment where putting our customers first is our key objective. Reporting to the Head of Platform Adoption, you will be responsible for implementing the M&G Wealth platform into adviser businesses, ensuring new users are self-sufficient in operating the core functionality, feeding back functionality enhancements based onmarket/competitor practice and driving our growth strategy. Key Responsibilities: Pre Implementation

  • Represent the M&G business to promote the M&G Wealth platform in order to secure adoption of our platform and support our growth targets.
  • Consult with key distributors to explore and analyse their current implementation needs.
  • Identify and execute on the training needs of adviser firms and their support staff
Implementation
  • Working with the IFA business during the implementation phase to ensure a successful launch & integration with the platform and key processes.
  • Provide ongoing support to advisers and their support staff to ensure further develop
  • Maintain and enhance relationships that sustain profitable growth and support the overall Sales Distribution Strategy
Internal Stakeholder Management
  • Build strong personal relationships with key internal customers, appropriate support functions and external service providers.
Insight and Feedback
  • To gather feedback from adviser firms and their support staff during & post implementation, allowing evaluation of the value and success of the adoption programme
  • Proactively engaging with Marketing & Propositions, highlighting trends, enhancements and market changes.
Key Knowledge, Skills & Experience:
  • Previous Platform Adoption experience essential
  • A good knowledge of the wealth management market, being able to understand adviser propositions and the service they are looking to offer through a platform.
  • An overarching view and understanding of the platform market and a view on regulatory updates and how they can impact a platform.
  • Ideally either 3 years sales experience within Financial Services or at least 12 months experience with another department within M&G Wealth You must have strong communication skills with the ability to manage and develop key relationships.
  • You must be personable and confident with advisers and be able to take initiative when challenges present themselves.
Job Level: Manager Expert Closing Date: 24th July Recruiter: Phoebe Ewers 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 or disability 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.

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