Operations Executive

2 weeks ago

Huddersfield, United Kingdom M&G plc Full time

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

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.

Operations Executive

The Operation and Onboarding team provide crucial support to new financial advisers joining Sandringham Financial Partners and the M&G Wealth Advice Academy. This multi-disciplined, cross-skilled role will work across the core onboarding functions assisting with the process owners to smoothly onboard advisers and their clients into the company.

Key Responsibilities:

- Requesting character and regulatory references for new advisers
- Assisting the Agencies Co-ordinator with creation of new agencies with financial product providers, Agency and fee related queries
- 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

Key Knowledge, Skills & Experience:

- A quick learner with a proven record of taking onboard new processes and detailed information
- Experience in administration and a busy office environment
- A diligent and proactive approach to work and an eye for detail
- Experience in Financial Services (preferable but not essential)
- Able to work in a team and independently 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
- Proactive, honest and self-disciplined

Work Level: Colleague

Location: Huddersfield

Recruiter: Amy Curtis

Closing Date: 25/09/2025

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, disability or long term condition, 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.

M&G is also proud to be a

Disability Confident Leader

  • Marketing Operations Executive

    7 days ago

    Huddersfield, United Kingdom SimplyBiz Full time

    SimplyBiz is the largest provider of regulatory and business support to financial advisers in the UK and an exciting opportunity now exists to join this innovative and market leading business, in the role of Marketing Operations Executive. This role is based in our Huddersfield office (HD1) where we operate a hybrid working model, providing a balance...

  • Executive Assistant

    5 days ago

    Huddersfield, United Kingdom Innova Search Full time

    **The Business**: Our client is a prominent global Manufacturing and Engineering company with an impressive turnover of £270 million. Specialising in heavily engineered industrial products, our client has experienced consistent growth through both organic expansion and strategic acquisitions. They offer comprehensive design, build, and repair services...

  • Executive Personal Assistant

    5 days ago

    Huddersfield, United Kingdom FMG Repair Services Full time

    **Executive Personal Assistant** **Location**: Huddersfield / Home working (Hybrid) Permanent / Full time This is an exciting opportunity for a well organised, experienced Executive Personal Assistant to join our highly valued team here at FMGRS Excellent communication skills are fundamental to the role. You will be confident, professional, and discrete...

  • Director of Operations

    1 day ago

    Huddersfield, United Kingdom AWD online Full time

    **Director of Operations / Operations Director**who has previous experience managing and supporting business improvement with sound knowledge of Human Resource matters, Procurement of Contracts and Services and Strategic Risk Management isrequired to work closely with the Chief Executive Officer / CEO for a Multi-Academy Trust based in Huddersfield, West...

  • Marketing Executive

    2 weeks ago

    Huddersfield, United Kingdom Additional Resources Ltd Full time

    **Marketing Executive - Huddersfield - Hybrid of Office & Remote Based** **Salary: Circa £25k **DOE**: - **Plus a Generous & Comprehensive Benefits Package** **Full Time - **Permanent** **The Company** Our client is a leading provider of essential support services, software and data that allow financial advisers, financial intermediaries and product...

  • Executive Assistant

    7 days ago

    Huddersfield, United Kingdom Circle Health Group Full time

    **Up to £23,595 (depending on level of experience, training and qualification)** **Executive Assistant** **Full Time - Permanent** **The Huddersfield Hospital** is part of Circle Health Group, Britain's leading provider of independent healthcare with a nationwide network of hospitals & clinics, performing more complex surgery than any other private...

  • Complaints Executive

    5 days ago

    Huddersfield, United Kingdom FMG Full time

    **Location**:Huddersfield **Salary**: up to £21,995 per annum **Contract**: Permanent, Full time **Hours**: Monday to Friday, 37.5 hours **Do you want to join a growing organisation who will invest in your career development?** **Are you passionate about ensuring a fantastic experience for all customers?** An exciting opportunity has arisen for a...

  • Client Services Executive

    2 weeks ago

    Huddersfield, United Kingdom FMG Full time

    **Location: Huddersfield** **Contract: Permanent, 40 hours per week, Monday to Friday 8.30am - 5pm** **Salary: Up to £30,013.51 per annum (depending on experience) and a quarterly bonus.** **Drive Client Success with FMG!** Are you a proactive professional who thrives in a fast-paced environment? Join FMG’s Rapid Response Team as a Client Services...

  • General Operative

    1 day ago

    Huddersfield, United Kingdom Mears Group Full time

    Annual salary: up to £28,450.00 General Operative Huddersfield Salary up to £28,450.26 per annum Permanent, Full time, 42.5 hours per week, Monday to Friday 8am - 17.00pm Mears provides temporary accommodation to asylum seekers whilst their claim is being assessed in three regions: Northeast, Yorkshire and Humber, Northern Ireland, and Scotland. At...

  • Rrrm Network Invoice Query Executive

    2 weeks ago

    Huddersfield, United Kingdom FMG Full time

    Location: Huddersfield **Salary**: £23,860.64 to £25,153.78 plus quarterly bonus **We have an exciting opportunity to join our growing company as a Network Invoice Query Executive!** The role is fast paced, involving the logging, management and resolution of supplier invoice and statement queries. Providing feedback and solutions to our customers and...