Customer Service Executive PGIP

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 Prudential Guaranteed Income Plan

Stirling Hybrid working (3 days from home)
Full time 35 hours per week

Ready to do work that actually matters

Enjoy helping people solving problems and getting the details right

Youre in the right place.

At M&G Prudential we believe brilliant customer service is about more than answering questions its about making people feel supported confident and cared for during important financial moments.

Were on the lookout for a Customer Service Executive to join our friendly digitally led team and play a key role in delivering an outstanding experience for our customers and advisers.

What makes this role exciting

This isnt a callcentre script role its a hybrid middleoffice position with real ownership real variety and real impact.

Youll:

• Talk to Advisers & Scheme Admins when they truly need help
• Work with digital tools that make service faster and smarter
• Handle interesting complex cases (not just the easy ones!)
• Be trusted to make decisions and own outcomes
• Learn grow and build fantastic experience in financial services

Every day brings a new challenge and a new opportunity to make someones day easier.

What youll be getting stuck into

Youll be at the heart of the customer journey doing things like:

• Owning customer and adviser cases from start to finish because great service means following things through
• Handling enquiries with confidence across phone and written communication
• Welcoming new customers on board setting them up smoothly and accurately from day one
• Resolving complex and exceptionbased queries especially following the launch of Digital Account
• Championing digital helping customers and advisers see how easy and beneficial Digital Account can be
• Making sure everythings accurate and compliant spotting risks or issues and escalating when needed
• Supporting investment banking and reconciliation tasks always meeting SLAs and quality standards
• Sharing ideas to make things better cutting down repeat enquiries and improving customer outcomes
• Competency achieve and attain competency in accordance with T&C Governance Scheme
• Keeping your knowledge fresh staying up to date with pensions processes and regulations

Youll collaborate closely with teammates who support one another and care about doing things properly.

Who were hoping to meet

You dont need to know everything well support you but youll shine if you:

• Love helping people and solving problems
• Listen carefully and explain things clearly
• Take pride in accuracy and highquality work
• Like owning tasks and seeing them through
• Enjoy being part of a team that has each others backs
• Are curious adaptable and keen to keep learning

Experience with Pension Services is a bonus but definitely not a dealbreaker.

The practical stuff

• 35 hours per week Monday to Friday
• Hybrid working 3 days at home 2 in the office
• Based in Stirling
• Rotating shifts between:
  • 8.30am 4.30pm
  • 9.00am 5.00pm
  • 9.30am 5.30pm

Why join M&G

Because here people come first customers and colleagues alike. Youll be supported trusted and encouraged to grow in a workplace where quality teamwork and doing the right thing really matter.

If you want a role where service teamwork learning and purpose come together wed love to hear from you.

Work Level: Colleague

Recruiter Name: Sarah Mathers

Closing Date: 6 May 2026

What we offer:

At M&G were 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.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional needpleaselet usknow by contacting us at: