Operations Executive

Mgsginvestments

Huddersfield, United Kingdom
Processing new adviser applications
Coordinating with product providers
Collating and tracking requests
The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with onboarding advisers and their clients into the company

Job Summary

  • The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with onboarding advisers and their clients into the company.
  • M&G offers a valuable pension scheme of 18%, 38 days annual leave including bank holidays, market-leading Inspiring Families policy, and comprehensive Health & Protection cover.
  • M&G is committed to attracting, promoting, and retaining exceptional people from diverse backgrounds, and is a proud Disability Confident Leader.

Matching Summary

The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with onboarding advisers and their clients into the company.

Skills & Requirements

Must-have

  • Processing new adviser applications
  • Coordinating with product providers
  • Collating and tracking requests
  • Creating system logins
  • Transferring client data and fees
  • Scanning and processing paperwork
  • Tracking unprocessed items

Nice-to-have

  • Positive attitude
  • Work within a team
  • Self-driven
  • Flexible working arrangements
  • Inclusive culture

Key Requirements

  • Experience in administration
  • Proficient in IT
  • Knowledge of Microsoft Office
  • Financial Services experience preferable

Work Rights

Not specified

Tailored Resume

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