Operations Executive

• locations
• Huddersfield

• time type
• Full time

• posted on
• Posted 2 Days Ago

• time left to apply
• End Date: September 26, 2025 (12 days left to apply)

• job requisition id
• R17332

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:

• Assisting the Onboarding Manager with processing of new adviser applications for the M&G Wealth Advice Academy and Sandringham Financial Partners Ltd
• Collating and scanning all received application paperwork
• Requesting character and regulatory references for new advisers
• Second checking received applications
• Assisting the Agencies Co-ordinator with creation of new agencies with financial product providers, Agency and fee related queries
• Coordinating with product providers and Sandringham Directors to complete new terms of business
• Collating and tracking new agency requests
• Creation of necessary system logins to allow new adviser to carry out new business
• Assisting the Transfer Co-Ordinator to transfer client data and client fees to Sandringham
• Creation of client transfer paperwork using mail merge functionality
• Collating, scanning and processing returned client paperwork.
• Sending client paperwork to product providers and tracking and following up unprocessed items
• Keeping all communication saved and tracked
• Regularly updating new advisers on progress
• Other ad hoc duties that arise on a week-by-week basis

Key Knowledge, Skills & Experience:

• A quick learner with a proven record of taking onboard new processes and detailed information
• Experience in administration and a busy office environment
• A diligent and proactive approach to work and an eye for detail
• Experience in Financial Services (preferable but not essential)
• Able to work in a team and independently to meet goals
• Confident in using your own initiative as well as work from the instruction of others
• The ability to be flexible in responding to the needs of the business
• Proficient in IT
• Knowledge of Microsoft Office products, especially Word and Excel
• Confident on the phone and face to face
• Strong communicator across various media and levels of seniority within the business
• 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 Disability Confident Leader, 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: careers@mandg.com

About Us

M&G is a leading international savings and investments business, managing money for around 4.6 million individual clients and more than 900 institutional clients in 38 offices worldwide.

As at 31 December 2024, we had £345.9 billion of assets under management and administration.

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.