Financial Services Administrator

6 days ago

Huddersfield, Kirklees, United Kingdom M&G plc Full time
At M&G our purpose is to help people manage and grow their savings and investments, responsibly.

As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities.

To help us achieve our vision we're looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.


We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.


The Role:
Financial Services Administrator

Location:
Huddersfield (Hybrid - 2 days a week in the office)


We are looking for an Administrator who enjoys liaising with clients and working in a busy office environment, to join the Review Services team within Sandringham Financial Partners.

Review Services is a key team within the business contributing to the service that allows us to be a market leading national financial advice firm.

The Company

Sandringham Financial Partners is one of the UK's fastest-growing and market-leading providers of tailored independent financial advice.

Recently acquired by M&G plc, everything we do is designed to deliver the best outcomes for our Advising Partners and their personal or corporate clients.


All of our Advising Partners across the UK are professionally qualified to provide expert financial advice on investments, pensions, mortgages, protection and estate planning.

Our advisers are supported by the head office team in Huddersfield, who provide a wide array of support services including the review services support, paraplanning, training and IT, allowing the Advising Partners to focus their time with their clients.


Key Responsibilities:
Creating bespoke review packs for clients on behalf of our network of financial advisers by:

  • Collating information on client's investments and pensions directly from providers via phone and online facilities.
  • Assessing the clients plans suitability for their needs and objectives
  • Liaising directly with financial advisers
  • Use of Word and Excel to complete administrative tasks

Key Knowledge, Skills & Experience:

  • Educated to at least A Level standard or equivalent (BTEC, level 3 NVQ etc)
  • Experience in administration and a busy office environment
  • Able to work in a team and alone to meet 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
  • Confident on the phone and face to face
  • Strong communicator across various media and levels of seniority within the business
Growth & Opportunities

  • As you progress within the team you will be given the opportunity to take on further responsibilities and tasks such as;
- _ Support and training within the team and other departments
  • Checking the work of others to assure and maintain the quality of the review pack_
- _ Taking part in training and promotional presentations, either face to face or via recorded video_

  • Full exam support is also given for staff completing diplomas in Financial Advice and we have a strong record of promoting staff within the business to advance their career within Financial Services.
Closing date: 10th August 2023

Recruiter:
Phoebe Ewers

Work Level:
Colleague


We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent.

Regardless of gender, ethnicity, age, sexual orientation, nationality or disability we are looking to attract, promote and retain exceptional people.

We also welcome those who take part in military service and those returning from career breaks.

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