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- 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.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and professional growth opportunities.
- Other info: Collaborative team environment with a focus on high performance and support.
- Why this job: Be part of meaningful change in the pensions industry while supporting diverse clients.
- Qualifications: Experience in client management, preferably in pensions or financial services.
The predicted salary is between 30000 - 40000 £ 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
Client Manager (12 mth FTC) in Edinburgh employer: M&G
Contact Detail:
M&G Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager (12 mth FTC) in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions and financial services sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by researching the company and its values. Understand their approach to client management and the MoneyHelper Pensions Dashboard. We want you to show them you’re not just another candidate, but someone who truly gets what they’re about!
✨Tip Number 3
Practice your communication skills! Whether it’s through mock interviews or casual chats with friends, being able to articulate your experience and how it relates to client management is key. We need to ensure you can engage effectively with stakeholders.
✨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 take the initiative to connect directly with us!
We think you need these skills to ace Client Manager (12 mth FTC) in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Manager. Highlight your experience in client management, especially within pensions or financial services, and showcase any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit for our team. Don’t forget to mention your knowledge of the MoneyHelper Pensions Dashboard!
Showcase Attention to Detail: Since this role requires excellent attention to detail, make sure your application is free from typos and errors. A polished application reflects your disciplined approach and commitment to high-quality work.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at M&G
✨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 potential employer that you're not just interested in the role, but that you’re also proactive about understanding the tools you'll be using.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships, especially in the pensions or financial services sector. Highlight how you maintained high levels of service and client satisfaction, as this is crucial for the role.
✨Demonstrate Attention to Detail
Since the role requires a disciplined approach to managing competing priorities, be ready to discuss how you ensure accuracy and compliance in your work. Share specific instances where your attention to detail made a difference in your previous roles.
✨Engage with Clear Communication
Practice articulating your thoughts clearly and concisely. You’ll need to engage effectively with both internal and external stakeholders, so consider preparing a few key points about how you’ve successfully communicated in challenging situations before.