>

Please feel free to get in touch

Careers

Team Leader - Client Administration

Salary £20K-£27K

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

 

Background
 
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.

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.