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 an Administrator to join our busy Client Services and New Business teams on a Permanent basis.
Typically this will involve investment and disinvestment activities across a wide range of products; and whilst a considerable proportion will be Sanlam products (that will need your engagement and interaction with the relevant internal teams); you will also be dealing with an extensive range of third parties such as IFA’s and product providers to ensure requests are carried out in a timely manner. The role will also include interacting with internal stakeholders such as Portfolio Managers, Wealth Managers and other operational teams.
The teams are in the Operations Division and are responsible for ensuring end to end processing and wherever possible ensuring ‘one touch resolution’. The teams are administration based teams with forms of communication by phone, email, letter. In this role you will have a wide variety of administrative tasks to complete; so the key to this role will be your flexible approach, your prioritisation and time management skills as well as your ability to multitask.
This is a great opportunity for a highly organised administrator to gain or further their knowledge of Life, Pensions and/or Investments as well as wider financial services products
Skills and experience
Successful candidates are likely to demonstrate the following:
Financial Services Administration / Processing experience (preference given to those from a DFM environment)
Excellent customer services skills and highly organised.
Strong organisational and prioritisation skills and the ability to work with a high level of accuracy.
Excellent communication skills both verbal and written.
Proficient in Microsoft Word and Excel
Wealth Management qualifications such as RO1, CF1, IOC etc (desirable but not essential)
An understanding of life, pension and investments (desirable but not essential)
If you are interested in applying for this role, please email email@example.com with a copy of your CV attached.