Financial Services Administrator

Recruiter
Sanlam
Location
Bristol, UK
Salary
Competitive
Posted
04 Aug 2019
Closes
29 Aug 2019
Ref
1222819381
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Financial Services Administrators - Bristol

£20,000 to £25,000 DOE + Bonus + Comprehensive Benefits

Full Time - Permanent

Are you an experienced administrator from a business support or sales support background with a financial services or wealth management company?

Are you looking for a new challenge as a Financial Services administrator with a global Financial Services organisation where you can add real value to the team you work in and progress your career if you want to?

Could you hit the ground running in a fast-paced administration position within a regulated wealth management or financial services environment?

If so, Sanlam are looking for both an Onboarding Administrator and Client Administrator to join our dedicated and successful team based in Bristol. Our Administrators play a pivotal role ensuring all clients experience a seamless and efficient service from the beginning of their customer journey onwards.

As an Onboarding Administrator you will ensure new clients are efficiently processed through our systems and welcomed to Sanlam in a positive and friendly manor. You will update systems, send out welcome packs and work with the sales and paraplanning teams to ensure every new customer feels welcomed to the business.

As a Client Administrator you will deal exclusively with our Private Wealth clients providing an end to end service. Your role will be to engage will be to engage with portfolio managers, customers, financial advisors, internal stakeholders and third-party product providers to ensure that our all areas of our customer's interaction with us are dealt with in a professional and efficient way.

Key to both roles this role will be your strong administration skills, your attention to details and your ability to build strong relationships with our internal and external stakeholders in order to support them with their needs.

If you feel you have the right skills and personality for either of these Administrator roles we'd love to hear from you!

About You


Financial Services Administration experience
Excellent accuracy in communication and high levels of attention to detail
Strong communication skills - both written and verbal
Able to provide an excellent level of customer service
Organised approach to work with a positive attitude to change and improvements to process
Wealth management qualifications or an aptitude to obtain qualifications
Knowledge and understanding of pensions, ISA's, general investment and bonds

About Us

Sanlam UK are part of the global AA-rated financial services group Sanlam, established in 1918. We are a leading provider of wealth and investment management services. Our dedicated financial planning and investment teams work closely with private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 13 offices across the UK.

The Group provides a range of both 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 consistently high quality, personalised service to clients, whatever their stage of life or financial ambitions.

Sanlam is an equal opportunities employer and promotes an inclusive working environment where employees respect and value each other's diversity.

The Process

If you feel you have the necessary skills and experience for this Onboarding Administrator or Client Administrator position, please click apply and complete our application process today through Staff-Finda.

Good luck and we thank you for your interest in Sanlam UK!

Package description

Financial Services Administrators - Bristol

£20,000 to £25,000 DOE + Bonus + Comprehensive Benefits

Full Time - Permanent

Skills Required

Financial Services, Administrator, customer service, business support, wealth management, investments, pensions

Keywords

Financial Services, Administrator, customer service, business support, wealth management, investments, pensions

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