Financial Planning Administrator

4 weeks ago


Malmesbury, Wiltshire, United Kingdom Sanlam Limited Full time

At Sanlam Limited, we are committed to helping our clients achieve their financial goals through expert advice and tailored solutions. As a Financial Planning Administrator, you will play a critical role in building strong relationships with our clients and providing them with the necessary support to make informed decisions about their finances.

Key Responsibilities:
  • Provide new and existing clients with professional and relevant financial advice, planning, and products that meet their needs and requirements.
  • Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

We are seeking an experienced and skilled individual to join our team as a Financial Planning Administrator. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. If you are passionate about delivering exceptional customer service and have a strong understanding of financial planning, we encourage you to apply for this exciting opportunity.

Salary: R300,000 - R400,000 per annum.



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