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 New Business Administrator to join our New Business Team on a permanent basis.
New business at Sanlam is generated through our own distribution teams and a large number of IFA/Advisor organisations.
As our New Business Administrator, you will play a key role in ensuring that all new business applications are effectively and efficiently processed. This will require you to review documentation, check for accuracy and compliance as well as creating and issuing policy documentation and sales illustrations.
Key to this role will be your strong administration skills, your attention to details and your ability to liaise and support both our internal distribution teams, Financial Adviser’s and 3rd party providers to ensure the timely completion of applications and answer any of their queries.
Skills and experience
Successful candidates are likely to demonstrate the following:
Administration / Sales Support experience within a Financial Services organisation
Excellent customer services and communication skills
Strong organisational skills and the ability to work with a high level of accuracy
Willing to study for the CII Certificate in Financial Administration
Candidates with experience of personal pensions, ISA’s, general investment accounts and on-shore bonds would be of particular interest
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 email@example.com with a copy of your CV attached.