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- Tasks: Support the sales team with admin tasks and manage client enquiries.
- Company: Join a leading investment management firm in the heart of the city.
- Benefits: Enjoy hybrid working, a state-of-the-art office, and an onsite gym.
- Why this job: Great career growth opportunity in a dynamic financial services environment.
- Qualifications: 1 year of admin experience and proficiency in MS Office required.
- Other info: Be part of a proactive team and engage in exciting sales campaigns.
The predicted salary is between 24000 - 28000 £ per year.
Sales Administrator – Fantastic City Investment Management Firm
30-35,000 with excellent bens and bonus
Hybrid working- state of the art offices with onsite gym
Great career development opportunity
Our client is one of the UK’s leading investment management firms based in the city is looking for a Sales Administrator to support their wealth and asset management sales team. The role has come about due to promotion so a fantastic opportunity for career development.
Looking for someone who can evidence an interest in financial services and 1 year’s administrative experience. Must be a Proactive team player with good MS Office and experience of working with database. Fantastic opportunity for career growth and development
Key duties
- Work closely with the sales support teams and other key stakeholders to provide administrative support in alignment with core processes and procedures.
- Act as the initial escalation point for wealth and asset management enquiries by monitoring shared email inboxes.
- Liaise with key stakeholders including the operations teams, external administrators and sales support to ensure queries actioned efficiently.
- Be a proficient user of Salesforce, able to manage data updates, reporting and support colleagues with requests and issues.
- Work with key stakeholders to provide administrative support for the planning and execution of sales visits, client presentations and larger sales/marketing campaigns, tasks include: Manage travel and hotel bookings Print, bind and send presentation materials and required sales collateral
- Manage CRM requirements including the provision of invite and attendee lists Produce CPD certificates for event attendees
- Assist with ad hoc requests to support the sales strategy including organising staff/team events and minute taking.
Key experience:
- 1 year’s previous administration experience is required. Candidates must be able to use Microsoft Office at an intermediate level and demonstrate an interest in working in the financial sector. GCSE grades 9-5 in Maths, English and Science (or equivalent) Use of Microsoft Word, Excel and PowerPoint to an intermediate level. Excellent organisation and time management skills.
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Sales Administrator - Investment Managment employer: FY Recruitment
Contact Detail:
FY Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Administrator - Investment Managment
✨Tip Number 1
Familiarise yourself with the investment management industry. Read up on current trends, key players, and recent news to demonstrate your genuine interest during interviews.
✨Tip Number 2
Brush up on your Salesforce skills. Since proficiency in Salesforce is crucial for this role, consider taking a quick online course or tutorial to enhance your knowledge and confidence.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 4
Prepare examples of your administrative experience that showcase your organisational skills and ability to manage multiple tasks. Be ready to discuss how you’ve successfully supported teams in previous roles.
We think you need these skills to ace Sales Administrator - Investment Managment
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administrative experience and any relevant skills, particularly in Microsoft Office and database management. Emphasise your interest in financial services to align with the company's focus.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your proactive nature and ability to work as part of a team, as well as your familiarity with Salesforce.
Highlight Relevant Skills: In your application, clearly outline your organisational and time management skills. Provide examples of how you've successfully managed multiple tasks or projects in previous roles, especially in an administrative capacity.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Sales Administrator role.
How to prepare for a job interview at FY Recruitment
✨Show Your Interest in Financial Services
Make sure to express your enthusiasm for the financial sector during the interview. Share any relevant experiences or knowledge you have about investment management, as this will demonstrate your commitment and understanding of the industry.
✨Highlight Your Administrative Skills
Be prepared to discuss your previous administrative experience in detail. Provide examples of how you've successfully managed tasks, organised events, or supported a team in a similar role, showcasing your ability to handle the responsibilities outlined in the job description.
✨Demonstrate Proficiency in MS Office and Salesforce
Since the role requires intermediate skills in Microsoft Office and proficiency in Salesforce, be ready to discuss specific projects where you've used these tools. You might even want to mention any relevant certifications or training you've completed.
✨Prepare Questions for Your Interviewers
Having thoughtful questions prepared shows your genuine interest in the role and the company. Ask about the team dynamics, career development opportunities, or how success is measured in the Sales Administrator position to engage your interviewers.
