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 Client Administrator to join our busy Client Administration teams.
Joining our experienced administration team; your role will be to engage with customers, financial advisors and third party providers to ensure that our customer’s pension products are suitably managed.
This will involve a wide variety of tasks and responsibilities including managing pension transfers, informing customers of their options they have under pension freedom changes, maturity and drawdown quotes, setting up drawdown products and arranging payment of benefits.
This would be a great role for someone with a strong administration background (ideally within Financial Services /Pensions) who is looking for more variety across a wider range of tasks.
Skills and experience
Successful candidates are likely to demonstrate the following:
Strong Administration experience (Ideally within a Financial Services/Pensions environment).
Excellent customer services skills.
GCSE Level (A-C) English and 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 (defined contribution) would be of particular interest.
If you are interested in applying for this role, please email firstname.lastname@example.org with a copy of your CV attached.