Operations Executive

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. 

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through 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 Operations team provide crucial support to new financial advisers joining M&G Wealth Advice. 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.

The right individual will display a positive attitude who is able to work within a team and is also self-driven.

Key Responsibilities for this 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

Key Knowledge, Skills & Experience:

• 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

Work Level: Colleague

Location: Huddersfield

Recruiter: Amy Curtis

Closing Date: 31st March 2026

What we offer:

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• 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.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G, 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, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. 

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com