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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 opportunity for career growth in a dynamic financial environment.
- Qualifications: 1 year admin experience and good MS Office skills required.
- Other info: Be part of a proactive team and engage in exciting sales initiatives.
The predicted salary is between 28000 - 42000 £ per year.
Administrator – Fantastic City Investment Management Firm
35k plus great benefits
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 looking for a Sales Administrator to support their wealth and asset management sales team. The role has come about due to promotion, making it 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 skills and experience of working with databases. This is a 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 are 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 managing travel and hotel bookings, printing, binding, and sending 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 organizing staff/team events and minute taking.
- 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 organization and time management skills.
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 interest during any conversations or 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 ensure you're comfortable with managing data updates and reporting.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 4
Prepare to discuss your organisational and time management skills. Think of specific examples from your previous experience where you successfully managed multiple tasks or projects, as these will be key in the interview.
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 or similar CRM systems.
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 an administrative 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 suitability for the role.
✨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, especially in a fast-paced environment.
✨Demonstrate Proficiency in MS Office and Salesforce
Since the role requires good MS Office skills and familiarity with Salesforce, be ready to talk about your experience with these tools. You might even want to mention specific projects where you used them effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle various situations. Think of scenarios where you had to manage multiple tasks or resolve conflicts, and be ready to explain your thought process and outcomes.
