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 a number of 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 Monument, London office; we are currently looking for an Operations Graduate to join our Investment Operations team on a permanent basis.
 
The role
 
To ensure all aspects of Asset Servicing Administration are undertaken and completed accurately and on a timely basis in accordance with Company procedures and policies and Regulatory requirements.
 

  • Undertaking Asset Servicing tasks in accordance with procedures and accurately on a timely basis

  • Working to defined Process Management guidelines to achieve agreed SLA’s/KPI’s.

  • Participate in team meetings & look for ways to improve service and processes.

  • To assist the Team Leader Asset Servicing and Head of Asset Servicing and Trading with general Asset Servicing and Trading related duties and tasks

  • Acquire, expand and retain sound product knowledge of relevant company products and awareness of their attributes and rules.

  • To report promptly to the Company’s Money Laundering Reporting Officer any known or suspected money laundering activities

  • To act in accordance with the Company’s operating and compliance procedures at all times and to bring any potential or actual breaches to the immediate attention of the Head of Compliance

 
Skills
 

  • Good investigative skills

  • High attention to detail

  • Proficient in Word and Excel.

  • High level organisational ability.

  • Strong communication skills.

  • Relevant industry qualifications.

  • Preferably at least 5 GCSE’s including Mathematics and English.

 
Sanlam is an equal opportunities employer and promotes an inclusive working environment where employees respect and value each other's diversity. Please apply with a cover letter and your cv to resourcing@sanlam.co.uk

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