Please feel free to get in touch


Commercial M.I Analyst

Salary £30-£35K

Based in Bristol

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 experienced Commercial M.I Analyst as part of our wider Finance department.
The role
We’ve been very busy over the last 18 months bringing our various entities across the UK closer together.  This continued integration has led to the creation of this vacancy where your role will be accountable for the collation, manipulation and creation of accurate and effective Management Information.
With data sourced from various entities across the Sanlam UK Group; the primary purpose of your role will be to establish a golden data source, implementing common reporting definitions to enable single version of the truth reporting capability. Building strong relationships across the business will be critical in understanding all stakeholders M.I requirements across a number of functions within Sanlam.
The role then becomes a perfect blank canvass for a bright, self-starting individual with creative ideas to shape and deliver a suit of M.I reports for use across the group; with a particular focus on New Business Volumes and Funds Under Management.
The role has real scope to grow with the right individual.  Whilst current MI production is principally reliant on end user computing via Excel; you will be encouraged to think long term about ways to automate and industrialise M.I production and investigate and integrate the most effective M.I tools/systems.
Skills and experience
Successful candidates are likely to demonstrate the following:

  • Self-starting / pro-active mind-set with the desire to learn and continuously improve
  • Confidence in engaging the business, asking questions and getting answers
  • Commercially focused with current M.I production skills
  • Advanced Excel skills and a good head for numbers
  • VBA skills  - highly desirable
  • Finance / Financial Services experience – highly desirable

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.