Junior Partner Share Analyst Huddersfield, England
M&G plc
Full Time
Huddersfield, England
43227 - 60354 GBP ANNUAL Today
Job description
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
Are you educated to at least A-Level standard or equivalent? Are you computer literate and proficient in Microsoft Office packages? If so, we have an exciting opportunity for you.
We are a UK market leader in the provision of tailored independent financial advice, looking to appoint a Junior Partner Share Analyst to join our Partner Share Team and help support the smooth allocation of all the fees that have been paid from providers & clients.
The successful candidate will be working out of our Huddersfield town centre office (free parking is available) working Monday- Friday 9am- 5pm, though flexible working hours would be considered.
Key Responsibilities
The key responsibilities of a Junior Partner Share Analyst include, but are not limited to:
- On a daily basis you will get hands on experience of dealing with financial documents, from product providers e.g. Aviva, Barclays etc.
- Recieve amounts from product providers and reconcile them to our bank statement and input into the back-office software.
- The role will involve telephone contact with our advisers, providers and clients, and working as part of a team to ensure deadlines are met.
Sandringham Financial Partners is now part of M&G Wealth and is one of the UK’s fastest-growing and market-leading providers of tailored independent financial advice. 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 a team of qualified technical specialists and expert investment managers, as well as the very latest leading-edge technology.
Sandringham's ground-breaking proposition will help you deliver an even better service to your clients, saving you time and eliminating frustrations, whilst increasing your income.
We believe that financial services should be fun as well as rewarding, and with our Partner centered approach, you will have more time to do more business than ever before, with far less paperwork, and far more enjoyment.
The Person
The key skills and qualities of a Junior Partner Share Analyst are:
- Educated to at least A Level standard or equivalent (BTEC, level 3 NVQ etc).
- Confident in using your own initiative as well as work from the instruction of others.
- Strong in IT, particular MS Word and Excel.
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.
