Pensions Specialist

M&G Plc; Swindon; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading investment firm in the UK is seeking a Pensions Specialist to support the Distribution Sales Management team. This role focuses on enhancing the sales force’s competency and includes responsibilities such as creating seminars and promoting retail propositions. Candidates must have a Level 4 Financial Services qualification and experience in a regulated environment. The company offers competitive benefits including a generous pension scheme and extensive annual leave.

Benefits

Valuable pension scheme offering 18%

38 days annual leave including bank holidays

Health & Protection cover including Private Healthcare

Qualifications

• Experience in a regulated sales environment, preferably front line.
• Experience in product and business development in Financial Services.
• Ability to influence and work across functions.

Responsibilities

• Support UK Distribution Sales Management team.
• Promote M&G’s retail proposition within sales force.
• Create and deliver technical and business development seminars.

Skills

Expert level knowledge of the intermediary financial services market

Able to present and coach/train to groups

High attention to detail

Education

Level 4 Financial Services qualification

Level 6 qualification

Job description

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

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 workplace accommodations to ensure you have what you need to effectively deliver in your role.

The Role

To provide support to the UK Distribution Sales Management team to ensure that the Intermediated channel has the appropriate capability, focus and activity to secure the required distribution of pensions/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 is a regional role involving 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 take personal accountability to maintain and enhance controls you are responsible for and to support improvement of the overall control environment, customers outcomes and a reduction in M&G operational risk
• Support the Regional Sales Management team to enhance the sales force competency to 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 intermediary market and to help to translate proposition features and benefits into tangible client outcomes

Knowledge Statements

Essential

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

Desirable

• Level 6 qualification
• In depth knowledge of products/legislation across the market and outside of specialist area
• In depth knowledge of competitors products
• Established and widescale networks/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 to 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 & Skills

Essential

• Able to work collaboratively within a team
• Able to influence others and work across functions
• Must be a self-starter
• Able to use different forms of media to communicate
• Has high attention to detail

Desirable

• Able 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 (i.e., Financial Planning Diploma or equivalent)

Desirable

• Level 6 qualification (i.e., Chartered Financial Planner or above)

Job Level: Manager Expert

Recruiter: Phoebe Ewers

Closing Date: 5th December 2025

Benefits

• As a savings and Investment 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: [e-mail]