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Pensions specialist

Reading (Berkshire)
Permanent
M&G
Pensions specialist
€50,000 a year
Posted: 8 December
Offer description

Join to apply for the Pensions Specialist role at M&G.


About M&G

M&G’s purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we combine asset‑management and insurance expertise to offer a wide range of savings, investment and pension solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide balanced, long‑term investment and savings solutions. We aim to create an exceptional place to work for exceptional talent and offer flexible working arrangements and workplace accommodations to support each role.


Role Overview

To provide support to the UK Distribution Sales Management team and ensure that the intermediated channel has the appropriate capability, focus and activity to secure the required distribution of pensions and investment products.

To promote and champion M&G’s UK retail proposition within the intermediated sales force and the intermediary market.

To create and deliver technical and business development seminars/workshops to support partnership account development strategies, adviser knowledge and competence industry bodies and regional sales team development plans.

Location: This regional role involves regular travel across the South of England. Candidates should ideally be located within easy reach of the M4 corridor (e.g., Reading, Swindon, Bristol or surrounding areas).


Key Responsibilities

* Operate collaboratively with colleagues and maintain and enhance controls, supporting improvement of the overall control environment, customer outcomes and reducing M&G operational risk.
* Support the Regional Sales Management team to enhance the sales force competency and effectively deliver the M&G UK retail proposition into the market.
* Support the Partnerships team to secure and maintain product and fund panel positions.
* Support Account Managers in the execution of their field activity.
* Support Propositions, T&IO and Marketing to launch and maintain the relevance of products and funds in the intermediated market and translate proposition features and benefits into tangible client outcomes.


Knowledge Statements

Essential

* Level 4 qualification.
* Detailed knowledge of M&G Retail products, funds and systems.
* Ability to present and coach/training both small and large groups.
* Understanding of the Statements of Principle and Code of Practice.
* Ability to work in a digitally enabled business, using appropriate mechanisms for communication.
* Expert level knowledge of the intermediated financial services market, structure, commercial and operational drivers, regulatory environment and its impact on advice firms and legislation frameworks.
* Enhance pension or investment related knowledge (e.g., tax & estate planning).

Desirable

* Level 6 qualification.
* In‑depth knowledge of products and legislation across the market and beyond specialist areas.
* In‑depth knowledge of competitor products.
* Established, wide‑scope networks and links with external bodies and individuals.


Experience

Essential

* Experience within a regulated sales environment, preferably with front‑line sales experience or front‑line support.
* Experience in a product and business development environment within Financial Services.
* Experience of presenting/training both small and large groups.

Desirable

* Extensive experience of strategy development and implementation, particularly leading.
* Experience of project management.
* Extensive experience of leading within a regulated sales environment, preferably with front‑line sales experience.


Personal Attributes and Skills

Essential

* Ability to work collaboratively within a team.
* Ability to influence others and work across functions.
* Self‑starter.
* Ability to use different forms of media to communicate.
* High attention to detail.

Desirable

* Ability to act as a team leader on different initiatives/projects, using interpersonal skills and relationships to drive outcomes.


Qualifications

Essential

* Level 4 Financial Services qualification (e.g., Financial Planning Diploma or equivalent).

Desirable

* Level 6 qualification (e.g., Chartered Financial Planner or above).


Job Level and Applicant Information

Job Level: Manager Expert

Recruiter: Phoebe Ewers

Closing Date: 5th December 2025


What We Offer

M&G is committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our UK benefits are designed to help you balance your professional and personal life and plan confidently for your future. Key benefits include:

* A valuable pension scheme of 18% (13% employer contributions, 5% employee contributions), Share Save and Share Incentive Plan, and 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.
* Market‑leading Inspiring Families policy with comprehensive paid parental leave covering maternity, adoption, surrogacy and paternity leave.
* Health & Protection cover including Private Healthcare, Critical Illness cover, and Life Assurance (with family options).


Diversity and Inclusion

M&G is a diverse workforce and inclusive culture, supported by employee‑led networks and policies. We welcome applicants of all genders, ethnicities, ages, sexual orientations, nationalities, disabilities or long‑term conditions, and we also welcoming those returning from military service or career breaks.

M&G is a Disability Confident Leader and encourages applications from candidates with long‑term health conditions, disabilities or neuro‑divergent conditions.

If you need assistance or an alternative means of applying due to a disability or additional need, please let us know at careers@mandg.com.


Seniority Level

Not Applicable


Employment Type

Full‑time


Job Function

Finance and Sales


Industries

Financial Services and Investment Management

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