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Partner Support Adviser

5 months ago

Huddersfield, 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:
This role is based within our Training and Competence (T&C) team at Sandringham Financial Partners, now part of M&G. Sandringham is one of the market leading independent national advice firms offering a fresh and innovative approach to financial advice. M&G as the parent company are one of the largest financial services companies in the world and FTSE100 mainstay, with a purpose of helping people manage and grow their savings and investments, responsibly.

A key team within the business is our T&C team who help support 200+ advising partners within the Sandringham network.

Full training and exam help will be provided to the successful applicant.

The T&C department acts as a conduit between advisers and Head Office. We provide honesty and support, and we enjoy a very good relationship with our advisers.

The T&C team are one of the most highly regarded teams within the organisation. Support will be provided to the successful applicant from the wider Supervisor team and T&C Managers.

The role is full time, and the hours of work are Monday to Friday, 9am - 5pm and the role is based in Head Office at Huddersfield town centre with potential for work from home opportunities once trained.

As major part of the role will be using the internal communication system where you will:

- Be the voice of Sandringham.
- Be able to answer a broad range of queries or refer queries to other departments where needed.
- Be able to assist Advisers with the use of internal systems.

Skills and Experience required:

- Good communicator and able to take responsibility for timely responses.
- Able to be flexible in responding to the needs of our business and the Partners within the business.
- A positive can-do attitude.
- Willing to go above and beyond and exceed expectations.
- Ability to plan and prioritise own workload.
- Confidence and resilience to handle important conversations and a sometimes high frequency of calls.
- Experience of working in financial services is essential of the role.
- Experience of working within an office environment would be very beneficial.
- Some financial services qualifications (such as some CII regulated financial planning modules) is desired but not essential.

**Benefits**:

- 30 days holiday per year, plus bank holidays
- Private medical insurance
- Auto Enrolment pension with up to 18% annual contributions including a 5% employee contribution
- Bonus entitlement depending on experience
- Access to MyCar, where employees can lease a car through salary sacrifice
- Free parking provided in the Huddersfield town centre
- Exam support (both financially and in learning materials) to chartered status (internal academy training support and financial support for exams)
- Death in Service, Critical Illness and Income Protection Benefits
- Potential for work from home opportunities once trained
- Employee Assistance Program (along with many more perks including free products and discounts) via PerkBox.
- ShareSave scheme with chances to acquire shares in M&G at a discounted value
- Cycle to Work scheme
- Time off when you need it policy

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.