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Careers

Client and Adviser Support Administrator

Ref: SAN166

Based in Fareham

Salary £17-£22K

 

Background
 
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 Fareham; we are currently looking for Client and Adviser Support staff to work alongside our internal distribution team (Sanlam Wealth Planners).
 
The role
 
New Business at Sanlam is generated through our own distribution teams and a large number of IFA/Adviser organisations.
 
As our Client and Adviser support you will work closely with our Wealth Planners  playing a key role in ensuring that both wealth planners and clients are fully supported through the new business process, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant.  You will explore opportunities for referrals and professional connections adding value to the achievement of business targets
 
Key to this role will be your strong administration skills, your attention to detail and your ability to liaise and build strong relationships with both internal and external parties.
 
This would be a great role for candidates who have experience of working in Sales environment within the Financial Services sector (eg Wealth Management / Insurance/ Protection) who want to work in a great team environment and would like to gain a wider knowledge of Wealth Management/Investment products.
 
Skills and experience
 
Successful candidates are likely to demonstrate the following:
 

  • Sales Support  experience within a Financial Services environment
  • Strong administration skills
  • Highly organised.
  • Excellent customer services skills.
  • GCSE Level (A-C) Maths 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
  • Willing to study for the CII Certificate in Financial Administration 
  • Candidates with experience of personal pensions, ISA’s, general investment accounts and on-shore bonds would be of particular interest.
If you think you're our sort of person, please email Resourcing@sanlam.co.uk with your details.

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