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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 gym on-site, and a competitive salary with bonuses.
- Why this job: Great opportunity for career growth in a dynamic financial environment.
- Qualifications: 1 year of admin experience and good MS Office skills required.
- Other info: Perfect for proactive team players interested in finance.
The predicted salary is between 24000 - 42000 £ per year.
Job Description
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Sales Administrator – Fantastic City Investment Management Firm
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30-35,000 with excellent bens and bonus
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Hybrid working- state of the art offices with onsite gym
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Great career development opportunity
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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.
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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
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Key duties
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- 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.
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Key experience:
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- 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 Salesforce, as it's a key tool for the Sales Administrator role. Consider taking an online course or tutorial to boost your skills and demonstrate your proactive approach during interviews.
✨Tip Number 2
Network with professionals in the investment management sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 3
Showcase your organisational skills by volunteering to manage small projects or events. This experience will not only enhance your CV but also give you concrete examples to discuss during interviews.
✨Tip Number 4
Research our company culture and values. Understanding what we stand for will help you tailor your conversations and show how you align with our goals, making you a more attractive candidate.
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 organisational skills and ability to work in a team, as well as your proactive approach.
Highlight Relevant Experience: In your application, clearly outline your previous administrative roles and any tasks that relate to sales support or client interactions. Use examples to illustrate how you've successfully managed similar responsibilities.
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 the 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 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 Questions for Your Interviewers
Having thoughtful questions ready shows your interest in the company and the role. Ask about the team dynamics, career development opportunities, or how success is measured in the position to engage your interviewers.
