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Client Administrator (Portfolio Management) 

Salary £16-£18K 

Based in Kirkby Lonsdale
Ref: SAN249

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 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 Kirkby Lonsdale, Cumbria; we are currently looking for a Client Administrator to work alongside our regional investment management team
The role
As our Client Administrator you will work closely with our portfolio managers playing a key role in ensuring that both our portfolio managers and clients are fully supported by ensuring paperwork, files and operating systems are kept up to date, accurate and compliant. 
Key to this role will be your strong administration skills, your attention to detail and your ability to liaise in a friendly professional manner and build strong relationships with both internal and external parties.
Successful candidates would be expected to provide general office support with a variety of administrative activities and related tasks.
The Client Administrator will be responsible for answering incoming calls, directing calls to appropriate staff members, mail distribution, flow of correspondence, requisition of supplies as well as additional clerical duties.
Skills and experience;
Successful candidates are likely to demonstrate the following:

  • Strong administration skills.
  • Excellent customer services skills.
  • GCSE Level (A-C) Maths and English Language (or equivalent).
  • Strong organisational skills and the ability to work with a high level of accuracy.
  • Ability to work well under pressure and time constraints
  • Good communication skills both verbal and written.
  • Proficient in Word, Excel and Outlook.

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.