Junior Partner Share Analyst
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.
The Role: Junior Partner Share Analyst
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. We are looking to appoint an Analyst to join our Partner Share Team to support the smooth allocation of all the fees that have been paid from providers & clients.
This role is well suited to someone who has attention to detail with good communication and strong IT skills, particular MS Word and Excel. This role will give you the opportunity to gain administrative and hands on experience with advisers and clients.You will be joining a close team and working in a supportive and collaborative office environment. Everything we do is designed to deliver the best outcomes for our Advising Partners and their clients.
The successful candidate will be based in our Huddersfield town centre office (free parking is available) with flexibility to work from home 3 days a week.
The key responsibilities of a 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.
- Receive 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.
What we are looking for:
- 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
Recruiter: Phoebe Ewers
Closing Date: 2nd October 2024
What we offer:
- 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 performance
- Access to MyCar, where employees can lease a car through salary sacrifice
- 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 also welcome those who take part in military service and those returning from career breaks.