Uk Sales Support Associate

Description:

Roles & 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.

Experience & Qualifications

• 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.