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UK Sales Support Associate

eFinancialCareers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

You will be a critical support, working closely with the sales team, and other internal teams, providing a critical hub for their activities; it is expected that this role will be office-based to offer the variety of support the team needs. The successfulcandidate will be capable of proactively identifying additional areas of support and improving processes for the team. This is a primarily support focused role, but will require proactive and reactive phone work, supporting campaigns and getting clients alongto conferences and events. You have the interpersonal skills to build your own relationships with clients and prospects, ultimately helping the UK Wholesale team achieve their annual targets. Organisation and time management will be key in order that salessupport functions continue to be a priority.Role & Responsibilities

  • Provide an office-based, inbound point of contact for the sales team and their clients & prospects.
  • General sales administration for the sales team. Update and manage internal management information systems, such as Salesforce, Fishtank, Financial Express.
  • Help with the preparation of presentations and general marketing materials. Provide marketing material and data to clients and prospects, as required.
  • Help to coordinate ongoing events and webinars.
  • Work with Client Reporting to ensure timely monthly and quarterly reporting on funds.
  • Handle all Back office related queries.
  • Be aware of industry trends and how the firm’s funds fit within this.
Skills & Experience
  • Likely to have at least two years’ industry experience, ideally in a sales support environment, with a foundation knowledge of UK investment and distribution.
  • A friendly individual who is a collaborative team player and offers a flexible, mature and self-organised approach, with the ability to use initiative.
  • 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.
  • Excellent written and oral communication skills, coupled with the interpersonal skills to influence and persuade both internally and externally.
  • Ability to work under pressure, prioritise workloads and meet deadlines.
  • Experience of Salesforce/Fish tank/Financial Express is preferred.
  • Ideally, IMC qualified, or evidence of working towards this / a desire to work towards this.
This is a position which offers a considerable degree of exposure to key relationships and acts as an integral part of a successful Sales team. It requires an individual with excellent interpersonal skills, commercial awareness, analytical and problem-solvingskills, tenacity coupled with diplomacy, and the ability to organise, manage and orchestrate logistical processes.Please note that only successful applicants can be contacted.

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