Sales Support Assistant

Our client is an asset management company that currently manages over £4.5 billion of assets for more than 30,000 investors. They collaborate with financial advisers, wealth managers, and family offices to create and deliver innovative investment solutions. Their approach focuses on providing consistent, stable returns through a defensive and transparent strategy. The company is guided by core values that shape their business:

• Be Agil: Embrace change, seek new opportunities, and tackle challenges with enthusiasm.
• Do the Right Thing: Take responsibility for actions, be accountable, and strive for excellence.
• Better Together: Support each other personally and professionally, combining efforts for success.
• Go the Extra Mile: Be proactive, take initiative, and exceed expectations.

The Regional Sales Support Assistant will be part of a busy Sales Support team of five, within a larger Sales and Marketing department of approximately 50. This team plays a crucial role in supporting the Business Development Managers, Marketing, and Strategic Partner teams, ultimately helping the client support Financial Advisers with their clients' investments.

The Role

• Provide administrative support to the London and Midlands Sales Teams, enabling them to work effectively and efficiently.
• Manipulate, analyse, and interpret complex data using Microsoft Excel and their CRM system (Salesforce).
• Produce in-depth reports and dashboards for teams and senior management.
• Act as a Salesforce data champion, ensuring client data is accurate and up-to-date.
• Communicate with Financial Advisers and their teams via phone and email for administrative matters.
• Handle event administration, including venue bookings, coordinating with Marketing, and issuing CPD certificates.
• Build and maintain relationships with BDMs in the supported regions and across the business.

Requirements:

• Advanced Microsoft Excel skills, including formulas, charts, and pivot tables.
• Experience with CRM systems, preferably Salesforce.
• Strong administrative skills and attention to detail.
• Excellent written communication skills, with a focus on producing high-quality emails.
• Confident communication and client-handling skills.
• Curiosity, problem-solving abilities, and strong organisational skills.
• Ability to work independently and within a team, demonstrating flexibility and a robust work ethic.
• Financial services experience is preferred but not essential. A desire to learn and grow in a demanding environment is crucial.

Who they are looking for

The client is seeking a candidate with exceptional skills, especially in Microsoft Excel, and a clear understanding that both internal and external client needs are central to business success. The ideal candidate will display a can-do attitude, a supportive approach to team members, and a commitment to excellence. While financial services experience is beneficial, a desire to develop and grow within a fast-paced environment is key. This role requires diligence, attention to detail, and the ability to learn quickly. The candidate should be engaged, eager to build relationships, and interested in the future direction of the company.

What they offer

• Culture: Successful candidates will enjoy working in an environment where their voice is heard, and their contributions are valued. The client fosters an open and supportive workplace, especially within their Client Services Team.
• Training and Development: The client offers comprehensive training and development within the team, including product and organisational overviews as part of their in-house onboarding process.
• Recognition of Performance: As part of a team of eighteen, high performance is recognised and rewarded with greater responsibility and opportunities, regardless of tenure. The client also has a company-wide recognition programme closely tied to their values.
• Contributing to Change: The successful candidate will be encouraged to participate in improving operational processes and client experiences. There will be opportunities to contribute to industry-leading customer service.
• Equality, Diversity, and Inclusion: The client welcomes applications from individuals from all communities.

This job description is not exhaustive and may involve additional duties to meet the needs of the organisation. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.