M&G plc

Operations Executive

M&G plc

full-time

Posted on:

Location Type: Office

Location: Huddersfield • United Kingdom

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Processing of new adviser applications
  • Assisting the Agencies Co-ordinator with creation of new agencies with financial product providers
  • 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

Requirements

  • A quick learner with a proven record of taking onboard new processes and detailed information
  • An excellent communicator displaying confidence over the telephone and through email correspondence
  • Experience in administration and a busy office environment.
  • A diligent approach to work and an eye for detail
  • Experience in Financial Services (preferable but not essential)
  • Ability to work in a team and alone to meet the required 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
  • Proactive, honest and self-disciplined with the ability to plan and prioritise their own workload.
Benefits
  • As a savings and Investments firm we are proud to offer a valuable pension scheme of 18% , with 13% made up of Employer Contributions and 5% Employee Contributions .
  • We also offer Share Save and our Share Incentive Plan , together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
  • Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
  • Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
  • Health & Protection cover including Private Healthcare , Critical Illness cover and Life Assurance for you, with family options - for peace of mind.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
administrationdata processingmail merge functionalityclient transfer paperwork creationtracking client paperwork
Soft Skills
quick learnerexcellent communicatordiligent approachattention to detailteamworkinitiativeflexibilityproactivehonestyself-discipline