Partner Support Adviser â Compliance Helpdesk (6 month FTC)
Partner Support Adviser â Compliance Helpdesk (6 month FTC)
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1 Vacancy
Job Description
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.
Partner Support Adviser Compliance Helpdesk (6 month FTC)
This role is based within our Training and Competence (T&C) team at Sandringham Financial Partners now part of M&G. Sandringham is one of the market leading independent national advice firms offering a fresh and innovative approach to financial advice. M&G as the parent company are one of the largest financial services companies in the world and FTSE100 mainstay with a purpose of helping people manage and grow their savings and investments responsibly.
A key team within the business is our T&C team who help support 170 advising partners within the Sandringham network.
The role is full time and the hours of work are Monday to Friday 9am 5pm and the role is based in Head Office at Huddersfield town centre with potential for work from home opportunities once trained.
Full training and exam help will be provided to the successful applicant.
Key Responsibilities:
The primary responsibility is to provide a front-line response to inbound (telephone/email/ticket/chat) queries. Contact is predominantly from Advising Partners but can include Head Office staff and very occasionally clients and providers.
A major part of the role will be using the internal communication system where you will:
- Be the voice of Sandringham
- Be the front-line person to answer inbound calls and emails in line with our SLAs
- Be able to answer a broad range of queries or refer queries to other departments where needed
- Be able to assist Advisers with the use of internal systems
Key Knowledge Skills & Experience:
We require someone with a positive attitude who is able to work in a team environment and is self-driven. Excellent communication skills are a must as you will need to be comfortable and confident with dealing a broad range of personalities and the ability to think on their feet. There is a wide range of information to help the successful candidate resolve all manner of queries but we require someone who is able to self-learn and build their knowledge independently to know which information can help advisers at any one time.
Skills required:
- Good communicator and able to take responsibility for timely responses
- Confident to communicate over telephone email and live chat
- Able to be flexible in responding to the needs of our business and the Partners within the business
- A positive can-do attitude
- Willing to go above and beyond and exceed expectations
- Ability to plan and prioritise own workload
- Confidence and resilience to handle important conversations and a sometimes high frequency of calls
Required education and qualifications:
- Experience of working in financial services
- Experience of working within an office environment would be very beneficial
- Some financial services qualifications (such as some CII regulated financial planning modules) is desired but not essential
Work level: Colleague
Location: Huddersfield
Recruiter: Amy Curtis
Closing Date: 20/06/2025
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.
Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional needpleaselet usknow by contacting us at:
Required Experience:
Contract
Employment Type
Full-Time
