Junior Partner Share Analyst

M&G; Huddersfield; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading financial services firm in Huddersfield is seeking a Junior Partner Share Analyst to support their Partner Share Team. This role involves reconciling financial documents and maintaining communication with advisers and clients. Ideal candidates will have strong attention to detail and IT skills, particularly in MS Word and Excel. The firm offers a supportive environment with flexible working arrangements.

Qualifications

• Educated to at least A Level standard or equivalent.
• Confident in using your own initiative as well as working from instructions.
• Experience with financial documents is a plus.

Responsibilities

• Deal with financial documents from product providers.
• Reconcile amounts from product providers to bank statements.
• Make telephone contact with advisers, providers, and clients.

Skills

Attention to detail

Good communication

Strong IT skills

MS Word

MS Excel

Education

A Level standard or equivalent (BTEC, level 3 NVQ)

Tools

Back-office software

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.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional need,pleaselet usknow by contacting us at: [e-mail]