Sales Support Associate

  • Location

    London, England

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    Up to £25000.00 per annum

  • Contact:

    Bethany Singer

  • Contact email:


  • Job ref:


  • Published:

    9 months ago

Reporting into the UK Management Team, this is a key position in the day to day running of the business.

As a Sales Support Associate your key responsibilities will be:

  • Handling telephone and email enquiries from Clients and IFAs
  • Running AML checks
  • Providing ad hoc administrative support to our teams in UK & France
  • Ensuring sales pipeline is kept up to date
  • Attending sales meetings and reporting on activity
  • Delivering data and status reports for previous week's/month's activity
  • Contributing to the product sign off process
  • Client calls, Internet research & other sources for relevant target contacts
  • Contacting 'Potential UK IFA Clients' by phone and email
  • Driving business through lead generation to the Senior UK Team members
  • Maintaining and updating the sales database
  • Keeping track of sales targets
  • Scheduling client meetings
  • Handling valuation requests

As a Sales Support Associate you will need to:

  • Have the ability to demonstrate success within a Sale Support/Client Service role would be highly advantageous
  • Have previous Financial Services knowledge from either a wrap platform of SIPP provider background would be a distinct benefit
  • Ideally the candidate will be a graduate, although this is not essential
  • To be self-motivated, methodical and well organized
  • Excellent verbal and written communication skills
  • Computer literate
  • Have experienced with Microsoft Office (Excel, Word , Powerpoint)
  • Have experienced with Salesforce CRM system, Thompson Reuters EIKON, Super Derivatives would be a bonus
  • Be able to prioritise and execute tasks from concept through to completion
  • Have excellent analytical and creative problem-solving skills
  • Have a strong ability to multi-task across a wide range of activity
  • Be logical and efficient, with a high level of attention to detail
  • Have strong commitment to providing excellent client service
  • Have the ability to maintain a positive, friendly and professional attitude within a pressured environment

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