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- Tasks: Support fee allocation and manage financial documents in a collaborative team.
- Company: Join M&G plc, a leading international savings and investments business with over 170 years of experience.
- Benefits: Enjoy flexible working arrangements and the option to work from home three days a week.
- Why this job: Gain hands-on experience while working in a supportive environment focused on delivering exceptional outcomes.
- Qualifications: A Level standard or equivalent; strong IT skills, especially in MS Word and Excel.
- Other info: M&G values diversity and inclusivity, welcoming applications from all backgrounds.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
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.
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 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
Location: Huddersfield
Work Level: Colleague
Recruiter: Amy Curtis
Closing Date: 22/08/2025
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 , and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they 'opt in' to the scheme when applying.
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
Junior Partner Share Analyst - M&G plc. employer: M&G plc
Contact Detail:
M&G plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Partner Share Analyst - M&G plc.
✨Tip Number 1
Familiarise yourself with M&G plc's values and mission. Understanding their commitment to integrity and collaboration will help you align your responses during interviews, showcasing how you embody these principles.
✨Tip Number 2
Brush up on your Excel skills, as this role requires strong IT capabilities. Consider taking a quick online course or tutorial to enhance your proficiency, which can set you apart from other candidates.
✨Tip Number 3
Network with current or former employees of M&G plc on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare for the interview by practising common questions related to financial analysis and client communication. Being able to articulate your thought process clearly will demonstrate your analytical skills and attention to detail.
We think you need these skills to ace Junior Partner Share Analyst - M&G plc.
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Junior Partner Share Analyst position. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Skills: Emphasise your attention to detail, communication skills, and proficiency in MS Word and Excel in your CV and cover letter. Provide specific examples of how you've used these skills in previous roles or projects.
Craft a Strong Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in M&G plc and how you can contribute to their mission of delivering exceptional financial outcomes.
Proofread Your Application: Before submitting your application, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application demonstrates professionalism and attention to detail, which is crucial for this role.
How to prepare for a job interview at M&G plc
✨Showcase Your Attention to Detail
As a Junior Partner Share Analyst, attention to detail is crucial. Be prepared to discuss examples from your past experiences where your meticulous nature helped you avoid mistakes or improve processes.
✨Demonstrate Strong IT Skills
Since the role requires proficiency in MS Word and Excel, make sure to highlight any relevant experience you have with these tools. You could even mention specific functions or features you are comfortable using that would be beneficial for the role.
✨Prepare for Communication Scenarios
The job involves telephone contact with advisers, providers, and clients. Think of situations where you effectively communicated complex information or resolved issues over the phone, and be ready to share those stories.
✨Emphasise Team Collaboration
This position is part of a close-knit team, so it's important to convey your ability to work collaboratively. Prepare examples of how you've successfully worked in teams in the past, focusing on your contributions and how you supported your colleagues.
