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Operations Administrator 

Based in Bristol

Ref: SAN366

Based in our offices in Bristol; we are currently looking for an Operations Administrator to support our Distribution Teams; processing all aspect of pre-sale administration.
The role
New Business at Sanlam is generated through our own distribution teams and a large number of IFA/Advisor organisations.
As our Operations Administrator, you will play a key role in ensuring that all pre-sale administration is processed effectively and efficiently.  This will require you to review documentation, check for accuracy and compliance, update internal and third party provider’s operating systems as well as liaising and providing support for our Distribution Team
Key to this role will be your strong administration skills, your attention to details and your ability to work under pressure and to targets and deadlines, You will also have good communication skills as you will be liaising with 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 a Financial Services Sales environment (e.g.  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

Candidates with experience of personal pensions, ISA’s, general investment accounts, on-shore bonds and using Intelligent Office would be of particular interest.

If you think you are our kind of person please email resourcing@sanlam.co.uk

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.