The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with the smooth onboarding of advisers and their clients
Job Summary
The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with the smooth onboarding of advisers and their clients.
Key responsibilities include processing applications, coordinating with product providers, managing client data transfers, and tracking paperwork.
M&G offers a valuable pension scheme, Share Save, Share Incentive Plan, 38 days annual leave, market-leading Inspiring Families policy, and comprehensive Health & Protection cover.
Matching Summary
The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with the smooth onboarding of advisers and their clients.
Skills & Requirements
Must-have
Processing new adviser applications
Collating and tracking new agency requests
Creation of system logins
Collating, scanning and processing paperwork
Proficient in Microsoft Office
Ability to plan and prioritise workload
Nice-to-have
Positive attitude and self-driven
Work within a team and alone
Flexible in responding to business needs
Proactive, honest and self-disciplined
Key Requirements
Experience in administration and a busy office environment
Experience in Financial Services (preferable but not essential)
Quick learner with proven record of taking onboard new processes