Operations Executive

Mandg

Huddersfield, United Kingdom
Base: not specified; bonus/equity: not specified; ...
Processing new adviser applications
Coordinating with product providers
Creation of system logins
The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with onboarding processes for advisers and their clients

Job Summary

  • The Operations team provide crucial support to new financial advisers joining M&G Wealth Advice, assisting with onboarding processes for advisers and their clients.
  • Key responsibilities include processing new adviser applications, coordinating with product providers, creating system logins, and managing client data transfers.
  • M&G offers a valuable pension scheme, share save options, generous annual leave, market-leading family policies, and comprehensive health and protection cover.

Matching Summary

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

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: pension scheme of 18%, Share Save, Share Incentive Plan, 38 days annual leave, Inspiring Families policy, Private Healthcare, Critical Illness cover, Life Assurance

Skills & Requirements

Must-have

  • Processing new adviser applications
  • Coordinating with product providers
  • Creation of system logins
  • Transferring client data and fees
  • Collating and scanning paperwork
  • Tracking unprocessed items
  • Microsoft Office Suite proficiency

Nice-to-have

  • Positive attitude
  • Self-driven
  • Flexible working arrangements
  • Workplace accommodations
  • Inclusive culture
  • Disability Confident Leader

Key Requirements

  • Experience in administration and a busy office environment
  • Experience in Financial Services (preferable but not essential)
  • Ability to work in a team and alone
  • Confident in using own initiative
  • Ability to be flexible
  • Proactive, honest and self-disciplined

Work Rights

Not specified

Tailored Resume

Cover Letter