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 Payments and Transfers team on a 6m FTC basis.
Joining our fast paced and experienced administration team, your role will be to engage with customers, financial advisors, internal stakeholders and third party product providers to ensure that our customers’ Life and Pension payment requests are dealt with in a timely, efficient manner.
The role involves a wide variety of tasks and responsibilities including managing Life and Pension transfers using the Origo function, informing customers of their retirement options, preparing illustrations, setting up drawdown products and arranging payment of benefits including bereavement claims.
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
Proactive self-starter, comfortable with change
If you are interested in applying for this role, please email firstname.lastname@example.org with a copy of your CV attached.