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 18 offices across the UK, employing a diverse range of c.530 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 Bristol office; we are currently looking for an Accounts Assistant to join our Finance team on a permanent basis.
 
The role
The core responsibility for your role will be to ensure the efficient recording and resolution of commission payments along with handling income and commission queries.
 
Key duties for this role include reconciling daily commission payments, ensuring commission statements are processed in a fair and timely manner and investigating any unallocated amounts.
 
This would be a great role for an individual with a desire to learn as the role offers lots of scope to grow and develop through exposure to additional end-of-month reporting and project work as the need arises. We are a busy Finance team and are looking for individuals who want to develop new skills and understanding.
 
 
Skills and experience
 
The successful candidate are likely to demonstrate the following:

  • General ledger experience

  • Strong attention to detail and accuracy whilst operating in a timely manner

  • Flexibility and ability to multi-task

  • Experience with Excel

  • Studying towards AAT or the applied knowledge stage of ACCA

  • Ability to work well under pressure in a highly organised way

  • Good communication skills, with a confident nature with the ability to resolve queries

  • Experience of working with a financial services environment (preferred)

 
Sanlam is an equal opportunities employer and promotes an inclusive working environment where employees respect and value each other's diversity. If you are interested in applying for this role, please email resourcing@sanlam.co.uk  with a copy of your CV attached.

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