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Client Administrator

Salary £17K-£19K 6m FTC

Based in Bristol 
Ref: SAN214

Sanlam UK is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals.
We are part of Sanlam, the global AA-rated financial services group that was established in 1918. The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. We have attained our size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.           
Based in our offices in Bristol; we are currently looking for an Administrator to join our busy Client Administration team on a Fixed Term Contract basis (part time – 3 days a week)  for a period of 6 months to help us through a particular busy period.
The role
Your role could involve a wide range of administrative tasks; from making amendments to policy information (such as changes to names/address/sums assured/frequency), processing legacy and new business products, managing payments (i.e. direct debits/top-ups), processing adviser fees and managing pension transfers/benefit payments and surrenders through to engaging with our customers, financial advisors and third party providers to ensure that our customer’s pension products are suitably managed;
With such a wide variety of administrative tasks; the key to this role will be your flexible approach, your prioritisation and time management skills and your ability to multitask.
This is a great opportunity for a highly organised administrator to gain or further their knowledge of financial services products in a role which will provide great exposure to the wider business.
Skills and experience
Successful candidates are likely to demonstrate the following:

  • Administration / Processing experience (candidates from Financial Services organisation preferred but not essential).
  • Excellent customer services skills and highly organised.
  • GCSE Level (A-C) Maths and English or equivalent.
  • Strong organisational skills and the ability to work with a high level of accuracy.
  • Good communication skills both verbal and written.
  • Proficient in Word, Excel

Candidates with experience of personal pensions, SIPPS’s, ISA’s, General Investment Accounts and Onshore bonds would be of particular interest.

If you think you're our sort of person, please email resourcing@sanlam.co.uk with your details

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.