Operations Executive

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: 08/10/2025

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.

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