The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with the process owners to smoothly onboard 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 the process owners to smoothly onboard 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 Health & Protection cover including Private Healthcare.
M&G has a diverse workforce and an inclusive culture, welcoming applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions.
Matching Summary
The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with the process owners to smoothly onboard advisers and their clients into the company.
Skills & Requirements
Must-have
Processing of new adviser applications
Collating and tracking new agency requests
Creation of necessary system logins
Collating, scanning and processing returned client paperwork
Microsoft Office products, especially Word and Excel
Ability to work in a team and alone
Nice-to-have
Positive attitude
Self-driven
Quick learner
Diligent approach to work
Proactive, honest and self-disciplined
Key Requirements
Experience in administration and a busy office environment
Experience in Financial Services (preferable but not essential)