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 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 Newcastle we are currently looking for a Client and Adviser Support to work alongside our Wealth Planners on a Permanent basis.
At Sanlam our clients are at the heart of everything we do. As a Client and Adviser Support Administrator you will work closely with our Wealth Planners; playing a key role in ensuring that both Wealth Planners (and most importantly their clients) are fully supported from new business through to on-going client reviews, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant. You will also explore opportunities for referrals and professional connections adding value to the achievement of overall business targets both locally and across the wider business.
Key to this role will be your strong administration skills, your attention to detail and your ability to liaise and build strong relationships with clients and both internal and external parties.
This would be a great role for candidates who have experience of working in a Sales environment within the Financial Services sector (e.g. Wealth Management / Insurance/ Protection) who want to work in a great team environment and would like to gain a wider knowledge of Wealth Management/Investment products.
Skills and experience
Strong administration skills.
Strong organisational skills and the ability to work with a high level of accuracy.
Sales support experience within a Financial Services environment.
Good communication skills both verbal and written.
Experience of administration of Personal Pensions, ISA’s, General Investment Accounts and On-Shore Bonds, Mortgages and Protection policies would be advantageous
Excellent customer services skills.
GCSE Level (A-C) Maths or equivalent.
Proficient in Word, Excel.
Willing to study for the CII Certificate in Financial Administration.
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 firstname.lastname@example.org with a copy of your CV attached.