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Client and Advisor Support Manager 

Salary £28-£40K

Based in Bristol
Ref: SAN327

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 office in Bristol; we are currently looking for a Client and Advisor Support Manager on a 12 Month FTC basis to manage a team of administrators who provide pro-active support for our Distribution Team.
The role
New Business at Sanlam is generated through our own distribution team who can offer our clients a wide range of wealth and investment products both through Sanlam and external providers.
As our Client and Advisor Support Manager, you will manage and motivate your team to support the distribution team in achieving local and company-wide targets.  You will ensure that our clients receive a positive customer experience through meeting agreed client service levels and building relationships with our client base.  You will also support the office with seeking out both local and country wide opportunities to enhance growth and increase brand awareness.   
Key to this role will be your excellent communication and relationship management skills, your attention to detail and your ability to work under pressure to achieve targets and meet deadlines.
This would be a great role for candidates who have experience of working in Financial Services (e.g.  Wealth Management / Insurance/ Protection) who want to work in a great team environment in our offices in the centre of Bristol.
Skills and experience
Successful candidates are likely to demonstrate the following:

  • Sales Support Team Management experience within a Financial Services organisation.
  • Excellent customer services and relationship management skills.
  • Educated to degree level preferred but not essential.
  • Strong organisational skills and the ability to work with a high level of accuracy.
  • Good communication skills both verbal and written.
  • Previous knowledge of working with Intelligent Office preferred but not essential.

 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.