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.
Customer Support Consultant - 12 month Fixed Term Contract - 2 roles available
We are currently recruiting for Customer Support Consultants to join a busy and dynamic team that is responsible for delivering an industry leading level of customer service as well as continuously finding ways to help our Financial Advisers achieve and manage their client’s portfolio.
The consultant will mainly deal with various aspects of the New Business journey, taking ownership of the request from start to finish and keeping all parties updated.
This role can be based at our Bath or Stirling offices, with hybrid working (3 days per week minimum in office), and we will set you up with all the equipment you will need.
Key Work Level Accountabilities:
Colleague:
1. Accountable for delivering a quality service and product to customers and stakeholders
2. Focuses on quality of delivery to achieve clear outputs within guidelines and precedent
3. Runs the organisation's processes and systems following pre-defined procedures
4. Adapts to change, responds with initiative and make suggestions for improvements to own work and processes
Key Responsibilities for this Role:
People, Team and Work
5. Take ownership for fulfilling a variety of work, which includes:
6. Working as part of the Operational teams putting the customers at the heart of everything we do
7. To provide accurate and straight forward information to our Advisers and Customers via the most appropriate channel (telephone/email)
8. Ability to work in a busy environment where high standards, productivity and quality are essential
9. Taking ownership of client New Business through to completion, managing expectations with third parties and our Financial Advisers.
10. Become competent in the use of our online platform, to be able to confidently assist clients and advisers to support their use of the tools and online facilities available to them
11. Undertake additional ad hoc tasks where required
Customer
12. Behaviours and attitude to encapsulate a customer centric approach. Understand a customers’ request, identifying what is required to deliver to that need
13. Own all requests/enquiries from end to end, minimising hand-offs and delivering a personal service
14. Constantly seek additional knowledge to help you provide support to advisers, clients and colleagues, anticipating their needs and finding solutions to any challenges that arise
15. Learn from feedback received on how to improve our service proposition and assist colleagues to meet collective business goals
16. Identify ways in which we can continue to improve the way we do things
17. All transactions and enquiries required for the customer processed accurately and in a timely manner within agreed timescales
Key Knowledge, Skills & Experience:
This role could be the perfect first step to a career in Financial Services, however the following skills & experience are desirable:
18. Financial Services experience
19. Organisational skills
20. Ability to connect and build rapport where appropriate
21. Experience of taking inbound calls
Job Level: Colleague
Location: Bath or Stirling
Closing Date: 26 January 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:
22. 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.
23. 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.
24. 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.
25. 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
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, 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: