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New Business Administrator X4

Salary £18k - £24k 

Based in Bristol
Ref: SAN309/310/311/312

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 4 Administrators on a Fixed Term Contract basis for 6 months to process our New Business applications.
The role
New Business at Sanlam is generated through our own distribution teams and a large number of IFA/Advisor organisations.
As our New Business Administrator, you will play a key role in ensuring that all new business applications are effectively and efficiently processed.  This will require you to review documentation, check for accuracy and compliance as well as creating and issuing policy documentation and sales illustrations.
Key to this role will be your strong administration skills, your attention to details and your ability to liaise and support both our internal distribution teams, Financial Adviser’s and 3rd party providers to ensure the timely completion of applications and answer any of their queries.
This would be a great role for candidates who have experience of working in the Financial Services sector (eg Wealth Management / Banking / 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:

  • Administration / Sales Support experience within a Financial Services organisation.
  • 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.

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.