Sales Support UK Wholesale

Main Responsibilities:

Provide an office-based, inbound point of contact for the sales team and their clients/prospects
General sales administration for the sales team
Provide marketing material and data as appropriate to all client/prospects
Handle all back office related queries.
Update and manage internal management information systems such as Salesforce, Fishtank, Financial Express.
Help to coordinate ongoing events and webinars
Help with the preparation of presentations and general marketing material
Work with Client Reporting to ensure timely monthly and quarterly reporting on our funds
Help build and maintain internal relationships.
Be aware of industry trends and how the firm’s funds fit within this.
Adhere to the FCA’s Conduct Rules, understanding that they set basic standards of good personal conduct.

Key Requirements:

Ideally, but not required, IMC qualified/ equivalent. But would like to see evidence of working towards this.
Ideally some investment and distribution market knowledge.
Likely to have at least two years industry experience, ideally in a sales support environment.

Ideal Skills and Knowledge:

A friendly individual who is a collaborative team player and offers a flexible and mature approach
Possess a good understanding of the UK Wholesale marketplace. Ideally familiar with the types of clients the role will focus on, National DFMs, IFA Wealth Managers, Family Offices etc
Results focused, possessing strong communication and organisation skills and able to evidence this.
Likely to have at least two years’ relevant experience in order to demonstrate the required skills and knowledge.
Understanding of investors, their needs and market trends and how they would interact in the development of value-added the firm’s products.
Excellent written and oral communication skills; coupled with strong interpersonal skills.
Strong team player, with the ability to use own initiative and to influence and persuade both internally and externally.
Ability to work under pressure, manage workloads and self-organised.
Good level of regulatory and technical investment knowledge to be able to interact with prospective clients most effectively.
Ideally have experience of Salesforce/Fish tank/Financial Express.

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