Partner Support Adviser – Compliance Helpdesk (6 month FTC)

M&G; Huddersfield; On-site; GBP 22,000 - 28,000; Full time

Job summary

Une société leader dans le secteur des services financiers recherche un conseiller de support partenaire pour rejoindre son équipe au sein de son bureau à Huddersfield. Le poste implique la gestion des requêtes des partenaires, en offrant des solutions rapides et efficaces. Les candidats idéaux auront une expérience en services financiers et de solides compétences en communication, cherchant à fournir un service client exceptionnel dans un environnement dynamique.

Qualifications

• Expérience antérieure en services financiers souhaitée.
• Expérience de travail dans un environnement de bureau bénéfique.
• Qualifications en planification financière (CII) souhaitées mais non essentielles.

Responsibilities

• Fournir des réponses aux requêtes des partenaires par téléphone/emails.
• Répondre à une large gamme de requêtes ou référer à d'autres départements.
• Assister les conseillers avec l'utilisation des systèmes internes.

Skills

Communication

Flexibilité

Résilience

Planification

Responsabilité

Education

Expérience en services financiers

Qualifications en planification financière (CII)

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.

Partner Support Adviser – Compliance Helpdesk (6 month FTC)

This role is based within our Training and Competence (T&C) team at Sandringham Financial Partners, now part of M&G. Sandringham is one of the market leading independent national advice firms offering a fresh and innovative approach to financial advice. M&G as the parent company are one of the largest financial services companies in the world and FTSE100 mainstay, with a purpose of helping people manage and grow their savings and investments, responsibly.

A key team within the business is our T&C team who help support 170+ advising partners within the Sandringham network.

The role is full time, and the hours of work are Monday to Friday, 9am – 5pm and the role is based in Head Office at Huddersfield town centre with potential for work from home opportunities once trained.

Full training and exam help will be provided to the successful applicant.

Key Responsibilities:

The primary responsibility is to provide a front-line response to inbound (telephone/email/ticket/chat) queries. Contact is predominantly from Advising Partners but can include Head Office staff and very occasionally clients and providers.

A major part of the role will be using the internal communication system where you will:

• Be the voice of Sandringham
• Be the front-line person to answer inbound calls and emails, in line with our SLA’s
• Be able to answer a broad range of queries or refer queries to other departments where needed
• Be able to assist Advisers with the use of internal systems

Key Knowledge, Skills & Experience:

We require someone with a positive attitude who is able to work in a team environment and is self-driven. Excellent communication skills are a must as you will need to be comfortable and confident with dealing a broad range of personalities, and the ability to think on their feet. There is a wide range of information to help the successful candidate resolve all manner of queries but we require someone who is able to self-learn and build their knowledge independently to know which information can help advisers at any one time.

Skills required:

• Good communicator and able to take responsibility for timely responses
• Confident to communicate over telephone, email and live chat
• Able to be flexible in responding to the needs of our business and the Partners within the business
• A positive can-do attitude
• Willing to go above and beyond and exceed expectations
• Ability to plan and prioritise own workload
• Confidence and resilience to handle important conversations and a sometimes high frequency of calls

Required education and qualifications:

• Experience of working in financial services
• Experience of working within an office environment would be very beneficial
• Some financial services qualifications (such as some CII regulated financial planning modules) is desired but not essential

Work level: Colleague

Location: Huddersfield

Recruiter: Amy Curtis

Closing Date: 20/06/2025

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]