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 teamwork and growth.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and health cover options.
- Other info: Flexible working locations and a supportive environment for personal and professional development.
- Why this job: Be part of meaningful change in the pensions industry while supporting diverse clients.
- Qualifications: Experience in client management, especially in pensions or financial services, is essential.
The predicted salary is between 40000 - 50000 £ 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, Pensions Dashboard – Relationship Lead in Stirling employer: M&G plc
As a Client Manager in the Pensions Dashboard team, you will join a dynamic and supportive work culture that prioritises collaboration and professional growth. 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 cover. Our locations in Reading, London, Stirling, and Edinburgh provide a vibrant backdrop for meaningful work in a critical area of workplace pensions during a time of significant industry change.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager, Pensions Dashboard – Relationship Lead 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 opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the MoneyHelper Pensions Dashboard inside out. Show us you know your stuff and can hit the ground running when it comes to client management.
✨Tip Number 3
Practice your communication skills! Whether it's a mock interview or just chatting with friends, being able to clearly articulate your experience and ideas is key to impressing potential employers.
✨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, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Manager, Pensions Dashboard – Relationship Lead 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 of Client Manager, so don’t hold back!
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, include examples in your application that demonstrate your ability to manage competing priorities without missing a beat. We love candidates who can keep things organised and accurate!
Communicate Clearly:Your written communication skills are crucial for this position. Use clear and concise language in your application to show us you can engage effectively with stakeholders. Remember, first impressions count!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
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 knowledge will help you demonstrate your expertise and show that you're ready to hit the ground running.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships, especially in pensions or financial services. Highlight how you maintained high levels of service and client satisfaction, as this is crucial for the role.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly. You’ll need to engage effectively with various stakeholders, so being able to communicate complex information simply is key. Consider doing mock interviews with friends or family to build your confidence.
✨Demonstrate Attention to Detail
Since the role requires a disciplined approach to managing competing priorities, be prepared to discuss how you ensure accuracy and compliance in your work. Bring examples of how your attention to detail has positively impacted your previous roles.
