Background
 
Sanlam Limited is an international financial services group with a listing on the Johannesburg Stock Exchange and a market capitalisation of £9.64 billion. Established in 1918, the group provides a range of services to over 10 million clients globally, including insurance, financial planning, investments and wealth management.
 
The firm consists of several long-established businesses, including:

  • Sanlam Private Wealth: The discretionary fund manager with £4.6 billion of client assets under management

  • Sanlam Investments: The boutique asset management and fund business which manages over £5.4 billion in both single strategy and long only funds, specialist multi-asset solutions and captive fund solutions.

  • Sanlam Investments & Pensions: The life and pensions business with in excess of £3.2 billion of assets under administration

  • Sanlam Wealth Planning: The national financial adviser with nearly £2 billion of client assets under advice and 60 UK-based advisers

  • Sanlam Partnerships: The network for financial planners with membership of over 100 IFAs

In total, the firm has over c £14 billion of assets under management or influence. Sanlam UK attained its size, strength and reputation by leveraging the benefits of having a large secure South African parent company while focusing on individual client service delivered locally in the UK.
                             
Based in our Bristol office; we are currently looking for a Finance Graduate to join our Finance team on a 12 month Fixed-Term Contract.   
 
The role
 
Comprehensive training will be provided on commencement of the role and throughout.  The role will involve the following responsibilities and deliverables:

  • Assisting in the effective completion of the department’s administrative tasks and daily accounting procedures.

  • Daily and monthly accounting reconciliations completed within the required timescales.

  • Daily cash management of wealth and financial planning business units.

  • Basic financial modelling and improvement of accounting/reporting schedules.

  • Assistance in preparation of financial reports and MI for wealth and financial planning business

  • Communication with various supplier and debtor accounts departments.

  • Maintain the general ledger, prepare and understand reporting packs for entities across the UK Group.

 
Skills & Education
 
The successful candidate should demonstrate the following skill-set:

  • Advanced Microsoft Excel skills

  • Strong general IT skills

  • An Accounting undergraduate degree

  • Strong attention to detail and accuracy

  • Problem solving and analytical skills

  • Excellent interpersonal and communication skills and a genuine team player

  • Experience of Sage Accounting software would be preferred but not essential. 

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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