At a Glance
- Tasks: Manage client relationships and oversee workplace pension schemes on the MoneyHelper Pensions Dashboard.
- Company: Join a leading firm in the financial services sector with a focus on exceptional client service.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and health cover options.
- Other info: Flexible working locations and a supportive team environment await you.
- Why this job: Be part of meaningful change in the pensions industry while developing your professional skills.
- Qualifications: Experience in client management, preferably in pensions or financial services, with strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
We are seeking a motivated and detail‑driven professional to play a key role within our Workplace Pensions area. As part of the Client Management Team, you will contribute to the oversight and management of client relationships across both public and private sectors. Our team supports clients and customers who entrust us with more than £10bn in Funds under Management, and we pride ourselves on delivering exceptional service and reliable expertise.
Key Responsibilities
- Lead the initial connection of workplace pension schemes to the MoneyHelper Pensions Dashboard
- Oversee the ongoing administration and maintenance of these schemes on the Dashboard
- Support senior client managers in maintaining and strengthening relationships, ensuring high levels of service and client satisfaction
- Contribute to business retention efforts by delivering high‑quality operational and administrative support
- Ensure accuracy, compliance, and smooth operational processes across all pension scheme interactions
Key Knowledge, Skills & Experience
- Proven client management experience, ideally within pensions or financial services
- Strong working knowledge of the MoneyHelper Pensions Dashboard and related processes
- Excellent attention to detail and a disciplined approach to managing competing priorities
- Clear communication skills, with the ability to engage effectively with internal and external stakeholders
- A collaborative mindset and a desire to contribute positively to a busy, supportive, and high‑performing team
What We Offer
- The opportunity to work with a diverse portfolio of clients and customers
- A collaborative environment that values expertise, teamwork, and professional growth
- The chance to contribute to a critical area within Workplace Pensions at a time of meaningful industry change
- A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions
- Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services
- 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
- Inspiring Families policy including comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options
Location: Reading, London, Stirling or Edinburgh
Work Level: Experienced Colleague
Recruiter: Amy Curtis
Closing Date: 21st May 2026
We welcome applications from candidates with long‑term health conditions, disabilities, or neuro‑divergent conditions. 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: careers@mandg.com
Client Manager (12 mth FTC) in Stirling employer: M&G plc
As a Client Manager at our company, you will thrive in a dynamic and supportive work culture that prioritises professional growth and collaboration. With a diverse portfolio of clients and a commitment to exceptional service, we offer an impressive benefits package including an 18% pension scheme, generous annual leave, and comprehensive health coverage. Join us in Reading, London, Stirling, or Edinburgh, where you can make a meaningful impact in the evolving landscape of Workplace Pensions.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager (12 mth FTC) in Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions and financial services sectors. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by researching the MoneyHelper Pensions Dashboard thoroughly. Knowing the ins and outs will not only impress your interviewers but also show that you're genuinely interested in the role and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! Since this role involves engaging with various stakeholders, being able to articulate your thoughts clearly and confidently is key. Consider mock interviews with friends or family to sharpen your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team and contributing to our mission in the workplace pensions space.
We think you need these skills to ace Client Manager (12 mth FTC) in Stirling
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in client management, especially within pensions or financial services. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Attention to Detail:Since this role requires a keen eye for detail, ensure your application is free from typos and errors. We appreciate a disciplined approach, so take the time to proofread your documents before hitting send!
Communicate Clearly:Your communication skills are key in this role, so let that shine through in your application. Use clear and concise language to convey your thoughts, and don’t forget to express your enthusiasm for the position and our team!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Client Management Team!
How to prepare for a job interview at M&G plc
✨Know Your Pensions Dashboard
Make sure you have a solid understanding of the MoneyHelper Pensions Dashboard. Familiarise yourself with its features and how it benefits clients. This will show your enthusiasm and readiness to contribute from day one.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences that highlight your client management abilities, especially in pensions or financial services. Be ready to discuss how you've maintained relationships and ensured client satisfaction.
✨Demonstrate Attention to Detail
Since this role requires a disciplined approach, be prepared to discuss how you manage competing priorities while maintaining accuracy. Share specific instances where your attention to detail made a difference in your work.
✨Engage with Clear Communication
Practice articulating your thoughts clearly and concisely. Think about how you would explain complex pension concepts to clients or stakeholders. Good communication is key in this role, so make sure you convey your ideas effectively.
