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Team Leader - Client Administration

Salary £20K-£27K

FTC (until the end of the year)
Based in Bristol
Ref: SAN321 


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 Team Leader to manage our Client Administration Team on a Fixed Term basis until the end of the year.
The roles
Our Client Administration team deal with amendments to our client’s policies/accounts such as: changes of name, sums assured, date of birth, term, frequency, servicing agent and premium amendments. 
We also supply customers with information about policies/accounts – such as projections, valuations, transaction histories; and we also process unit cancellations including switches, withdrawals, income sweep, surrenders and transfers out for all life products, including ISAs and GIAs.  
Due to a recent internal move; we are currently looking for an experienced team leader to manage this team.
In addition to a traditional line management role; this position will give you the opportunity to review our current processes and recommend and implement the required improvements.
This will be a great role for an experienced team leader with experience of Life/Pension/Investment products who has the ability and appetite instigate change.
Skills and experience
Successful candidates are likely to demonstrate the following:

  • Team Leading experience
  • Life/Pensions/Investments product knowledge
  • An understanding of (or ability to quickly understand) CASS regulations
  • Excellent customer services skills
  • High degree of organisation
  • The ability to learn and review new processes quickly
  • Good communication skills both verbal and written.
  • Proficient in Word, Excel

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

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