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 London; we are currently looking for a Portfolio Managers Assistant to provide administrative and dealing support to our team of Advisory Portfolio Managers.
Your role will be to provide administrative support to our portfolio managers and take responsibility for the preparation and processing of new account and client documentation, fund suitability letters, submission of expenses, client reviews / new business preparation (valuations / presentations / investment proposals etc.)
In this role you will be the main focal point between the team and client services; and will be responsible for dealing with the day-to-day enquiries and requests from the client base.
You will also be required to produce Revenue vs Budget reports and accurate suitability reports to deliver clear, compliant advice on behalf of portfolio managers, in a client friendly manner within Service Level Agreements.
The role will give you a great opportunity to work across teams, assisting Portfolio Managers, liaise with Compliance and take necessary action in regards to suitability and T&C requirements. You will also be involved in the implementation of new systems and procedures into the Advisory Stockbroking Team, working in coordination with the Manager – Operational Projects and Compliance.
Skills and experience
Successful candidates are likely to demonstrate the following:
Takes own initiative and is proactive.
Has clear and effective written and verbal communication skills.
Demonstrates appropriate interpersonal skills when dealing with clients, colleagues and advisers.
A key interest in administration.
Has good organisational skills.
Is flexible in terms of time and able to deal with unexpected requests and demands.
Must be motivated by a desire to carry out the role to the highest standards
Consistently works to a high standard of accuracy and timeliness
Ideally already has, or is working towards gaining, CISI Level 4 Diploma in Investment Advice (IAD) and their CF30 registration
If you are interested in applying for this role, please email firstname.lastname@example.org with a copy of your CV attached.