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: Hybrid work model available, fostering a diverse and inclusive workplace.
- 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)
Closing Date: 16th June 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:
- A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
- Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services.
- 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days.
- Additional flexibility through our Time Off When You Need It policy.
- 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.
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. 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
File Collation Analyst in Stirling employer: Prudential Distribution
M&G is an exceptional employer that prioritises employee wellbeing and professional growth, offering a generous pension scheme, extensive annual leave, and comprehensive family support policies. Located in Stirling, our hybrid working model fosters a flexible work culture, while our commitment to diversity and inclusion ensures that every team member feels valued and empowered to thrive in their role.
StudySmarter Expert Advice🤫
We think this is how you could land File Collation Analyst in Stirling
✨Tip Number 1
Get to know the company inside out! Research M&G's history, values, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your interview skills with a friend or in front of a mirror. Focus on articulating your experience with financial services and how it relates to the File Collation Analyst role. Confidence is key!
✨Tip Number 3
Prepare some thoughtful questions to ask during your interview. This shows you're engaged and helps you figure out if M&G is the right fit for you. Think about what you want to know about their culture or the team you'll be working with.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can leave a lasting impression and keep you top of mind as they make their decision. Plus, it shows your enthusiasm for the role!
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 CV and cover letter to highlight your experience with financial services and file collation. We want to see how your skills match the role, so don’t hold back on showcasing your attention to detail!
Showcase Relevant Experience:If you've worked with customer onboarding files or have experience in compliance, make it known! We love seeing candidates who can demonstrate their understanding of CDD and ID verification processes.
Be Clear and Concise:When writing your application, keep it straightforward. Use bullet points where possible to make it easy for us to see your qualifications and experiences at a glance. Remember, clarity is key!
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 Prudential Distribution
✨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 the importance of CDD and AML requirements.
✨Showcase 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. Whether it’s collating files or ensuring compliance, highlight how your meticulous nature has led to successful outcomes in previous roles.
✨Be Organised and Methodical
Since you'll be managing large volumes of documents and adhering to strict deadlines, it's crucial to convey your organisational skills. Share specific strategies you use to stay organised, such as using tracking spreadsheets or maintaining clear audit trails, and how these have helped you meet SLAs in the past.
✨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 customer onboarding. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
