At a Glance
- Tasks: Review and validate customer onboarding files for Bond and Annuity products with precision.
- Company: Join a leading savings and investments firm with over 175 years of innovation.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and flexible working options.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact in financial services while developing your skills in a supportive environment.
- Qualifications: Attention to detail and experience in financial services operations are key.
The predicted salary is between 30000 - 40000 £ per year.
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.
The File Collation Analyst is responsible for collating, reviewing and validating customer onboarding files for Bond and Annuity products, ensuring files are complete, accurate and audit ready. This is a delivery focused role requiring strong attention to detail, confidence working with financial services systems, and the ability to meet strict timeframes.
Main Responsibilities- Collate and review customer onboarding files following documented procedures
- Access and navigate policy administration systems (e.g. 4Front, BANCS, UAPS) to retrieve full customer records
- Identify whether cases are in scope, including checks for multiple or historic policies
- Gather and save all relevant documentation, including:
- Applications and proposal forms
- ID and verification evidence
- Adviser declarations and confirmations
- Bank account and payment verification
- Call notes and customer contact history
- Illustrations, cooling-off notices and recommencement letters (Annuities)
- Complete product-specific checklists (Bonds and Annuities) to confirm file completeness
- Upload files to SharePoint using agreed folder structures and naming conventions
- Accurately update tracking spreadsheets and maintain a clear audit trail
- Meet agreed SLAs (typically 7 working days per file)
- Support peer checks before files are released for review
- Financial services experience in operations, remediation, QA, compliance or risk
- Experience collating or reviewing customer files or evidence packs
- Strong attention to detail and ability to follow detailed procedures
- Understanding of CDD / ID verification and basic AML requirements
- Confident using multiple systems and managing large volumes of documents
- Well organised with the ability to meet fixed deadlines
- Methodical and accurate
- Comfortable working independently within a structured process
- Professional and security-aware when handling sensitive customer data
- Proactive in identifying and escalating gaps or issues in files
- Experience with Bonds and/or Annuities
- Familiarity with legacy systems (e.g. 4Front, BANCS, UAPS)
- Experience using SharePoint document libraries and trackers
Location: Stirling (Hybrid 2 - 3 days per week)
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:
- A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
- 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days.
- Market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave.
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options.
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.
File Collation Analyst in Stirling employer: M&gprudential
At M&G, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and growth. With flexible working arrangements, a generous benefits package including an 18% pension scheme, and a commitment to diversity, we empower our File Collation Analysts in Stirling to thrive both professionally and personally while contributing to our legacy of innovation in savings and investments.
StudySmarter Expert Advice🤫
We think this is how you could land File Collation Analyst in Stirling
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to the File Collation Analyst role. Show off your attention to detail and knowledge of financial services systems – it’s what they’re looking for!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for openings at M&G and tailor your approach to show how you fit into their culture of care and integrity.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm and professionalism, which is key in the financial services sector.
We think you need these skills to ace File Collation Analyst in Stirling
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight your experience with financial services and file collation. We want to see how your skills align with the role of a File Collation Analyst, so don’t hold back on showcasing your attention to detail!
Follow the Instructions:When applying, be sure to follow any specific instructions in the job description. This shows us that you can follow detailed procedures, which is super important for this role. Plus, it makes your application stand out!
Showcase Your Systems Knowledge:If you've worked with systems like 4Front, BANCS, or SharePoint, make sure to mention that! We love candidates who are confident using multiple systems, so let us know how you’ve navigated these tools in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at M&gprudential
✨Know Your Stuff
Before the interview, make sure you understand the role of a File Collation Analyst inside out. Familiarise yourself with customer onboarding processes, especially for Bonds and Annuities. Brush up on your knowledge of financial services systems like 4Front, BANCS, and UAPS, as well as CDD and AML requirements.
✨Show Off Your Attention to Detail
This role requires a keen eye for detail, so be prepared to discuss examples from your past experiences where you've demonstrated this skill. Bring up specific instances where you’ve collated or reviewed files accurately and how you ensured compliance with procedures.
✨Be Organised and Methodical
Since you'll be handling large volumes of documents and meeting strict deadlines, it’s crucial to showcase your organisational skills. Talk about how you manage your time effectively and keep track of multiple tasks, perhaps by using spreadsheets or project management tools.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about the team dynamics, the tools they use for file management, or how they handle challenges in the onboarding process. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
