At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.
Through our behaviours of 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.
Operations Executive
The Operation and Onboarding team provide crucial support to new financial advisers joining Sandringham Financial Partners and the M&G Wealth Advice Academy. This multi-disciplined, cross-skilled role will work across the core onboarding functions assisting with the process owners to smoothly onboard advisers and their clients into the company.
Key Responsibilities:
1. Assisting the Onboarding Manager with processing of new adviser applications for the M&G Wealth Advice Academy and Sandringham Financial Partners Ltd
2. Collating and scanning all received application paperwork
3. Requesting character and regulatory references for new advisers
4. Second checking received applications
5. Assisting the Agencies Co-ordinator with creation of new agencies with financial product providers, Agency and fee related queries
6. Coordinating with product providers and Sandringham Directors to complete new terms of business
7. Collating and tracking new agency requests
8. Creation of necessary system logins to allow new adviser to carry out new business
9. Assisting the Transfer Co-Ordinator to transfer client data and client fees to Sandringham
10. Creation of client transfer paperwork using mail merge functionality
11. Collating, scanning and processing returned client paperwork.
12. Sending client paperwork to product providers and tracking and following up unprocessed items
13. Keeping all communication saved and tracked
14. Regularly updating new advisers on progress
15. Other ad hoc duties that arise on a week-by-week basis
Key Knowledge, Skills & Experience:
16. A quick learner with a proven record of taking onboard new processes and detailed information
17. Experience in administration and a busy office environment
18. A diligent and proactive approach to work and an eye for detail
19. Experience in Financial Services (preferable but not essential)
20. Able to work in a team and independently to meet goals
21. Confident in using your own initiative as well as work from the instruction of others
22. The ability to be flexible in responding to the needs of the business
23. Proficient in IT
24. Knowledge of Microsoft Office products, especially Word and Excel
25. Confident on the phone and face to face
26. Strong communicator across various media and levels of seniority within the business
27. Proactive, honest and self-disciplined
Work Level: Colleague
Location: Huddersfield
Recruiter: Amy Curtis
Closing Date: 25/09/2025
We have a diverse workforce and an inclusive culture at M&G plc, 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. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they 'opt in' to the scheme when applying.
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: