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New Business Team Leader

Salary £25K-£30K

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 a New Business Team Leader to manage our New Business Team.  
The role
Our New Business team is responsible for the administration of all new business from both external advisors and our own internal distribution team. The team process a wide range of wealth products from ISA’s to Bonds. 
A key element of your role will be to ensure that the team (currently 9 people) is properly resourced at all times, and that work volumes and quality are suitably managed, monitored and maintained.
Like all good companies we don’t want to stand still! So your role will also see you actively involved in the development and training of the team.  The customer is always at the forefront of everything we do so we will also want you to ensure that our processes and procedures are efficient and customer centric and implement change where improvement is needed. 
Key to this role will be your excellent team management, communication and relationship management skills where excellent customer service is at the heart of everything you do.
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:

  • Team leading experience within a Financial Services environment.
  • Product knowledge on at least one of the following: Pensions / Life products / Bonds / Investments).
  • The ability to learn/pick up new products and systems quickly
  • Excellent communication skills
  • High level of customer service skills
  • A strong team orientated ethos

If you think you're our sort of person, please email resourcing@sanlam.co.uk  with your details

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