Junior Partner Share Analyst
Junior Partner Share Analyst
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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.
Junior Partner Share Analyst
Sandringham Financial Partners is now part of M&G Wealth and is one of the UKs fastest-growing and market-leading providers of tailored independent financial advice. We are looking to appoint an Analyst to join our Partner Share Team to support the smooth allocation of all the fees that have been paid from providers & clients.
This role is well suited to someone who has attention to detail with good communication and strong IT skills particular MS Word and Excel. This role will give you the opportunity to gain administrative and hands on experience with advisers and clients. You will be joining a close team and working in a supportive and collaborative office environment. Everything we do is designed to deliver the best outcomes for our Advising Partners and their clients.
The successful candidate will be based in our Huddersfield town centre office with flexibility to work from home 3 days a week.
The key responsibilities of a Partner Share Analyst include but are not limited to:
- On a daily basis you will get hands on experience of dealing with financial documents from product providers e.g. Aviva Barclays etc.
- Receive amounts from product providers and reconcile them to our bank statement and input into the back-office software.
- The role will involve telephone contact with our advisers providers and clients and working as part of a team to ensure deadlines are met.
What we are looking for:
- Educated to at least A Level standard or equivalent (BTEC level 3 NVQ etc).
- Confident in using your own initiative as well as work from the instruction of others.
- Strong in IT particular MS Word and Excel
Location: Huddersfield
Work Level: Colleague
Recruiter: Amy Curtis
Closing Date: 22/08/2025
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:
IC
Employment Type
Full-Time
