Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through 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.
Client Manager, Pensions Dashboard
2 x 12 month fixed-term contracts available
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.
In this role, you will take accountability for all workplace pension schemes in scope for the Pensions Dashboard, while also supporting the wider Client Management Team with retention activities as needed.
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:
The ideal candidate will be a credible, confident, and well‑presented professional with:
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
Location: Reading, London, Stirling or Edinburgh
Work Level: Experienced Colleague
Recruiter: Amy Curtis
Closing Date: 21st May 2026
What we offer:
At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:
As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
Enjoy 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 – to balance your work and personal commitments.
Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.
To explore more about life at M&G and our full benefits offering, visit Life at M&G
We have a diverse workforce and an inclusive culture at M&G, 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.
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]
M&G Edinburgh, Scotland Office
60 South Gyle Crescent, Edinburgh, United Kingdom, EH12 9EB
