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 Service Executive - Bonds/Annuities

The Role:

The Customer Service Executive (CSE) contributes to a positive environment which is focussed entirely on delivering a great service experience to our customers and their advisers. The CSE has a key role in supporting a multi-functional, digitally led operation, providing high-quality services in relation to “on-boarding” new customers and servicing their ongoing needs. Post the launch of Digital Account the role is one of exception handling of complex enquiries.

This role is a hybrid middle office position with an interesting balance of administrative tasks and customer/adviser communication.

Individual performance and service delivery is subject to M&G Prudential’s HR and people policies and is carried out within all policy, legislation and regulatory risk frameworks.

A key requirement is the ability to understand our customers’ and advisers’ needs, and to understand where the role fits in the context of providing great customer service. Team work, collaboration with colleagues and the role modelling of our behaviours are essential in performing within this role. Quality and accuracy are key requirements to deliver excellent customer experience."

Key Responsibilities for this role:

• To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G Prudential's operational risk.

• To achieve and attain competency in accordance with the T&C Governance scheme

• Case management and ownership in handling general customer/advisor enquiries and requests

• To provide accurate and straight forward information to our customers via the most appropriate channel (telephone, email or webchat)

• To keep up to date with process and pensions knowledge

• To set up new customers in a timely and affable manner, ensuring payments are accurate and in line with company policy

• Risk Management against standards and highlighting or escalating risk and discrepancies

• Knowledge Management – keeping up to date with processes, rules and products

• Educating Advisers and Customers of the benefits of Digital Account to encourage e-adoption

• Identifying failure demand and opportunities for continuous improvement

• To provide investment related, banking & reconciliation administration support, ensuring all transactions are completed with precision and is in line with SLAs

Key Knowledge, Skills & Experience:

Experience of working with Bonds or Annuities desirable
Behaviours and approach to listen for and understand a customers’ request, identifying what is required to deliver to that need
Ability to connect, build rapport where appropriate and deliver a service that delights the customer
Excellence in Execution – proactively seeks ways to improve personal and organisational effectiveness to meet current and future business needs

This role is full time only, 35 hours a week, and is based out of our Stirling or Edinburgh offices, with homeworking possible 3 days per week.

The working hours are between 8.30am and 5.30pm Monday to Friday with your shifts being rotated between 8.30am - 4.30pm, 9am - 5pm or 9.30am - 5.30pm.

Job Level: Colleague

Closing Date: 30 May 2026

Location: Kildean, Stirling or Edinburgh with regular travel to Stirling office as required

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]