At a Glance
- Tasks: Lead a dynamic Sales Support Team and enhance client experiences in financial services.
- Company: Join a forward-thinking company in the UK Financial Services sector.
- Benefits: Competitive salary, annual bonuses, private healthcare, and generous leave policies.
- Other info: Enjoy a hybrid work environment with excellent career development opportunities.
- Why this job: Make a real impact by driving operational efficiency and supporting business growth.
- Qualifications: Experience in team leadership and strong knowledge of UK fund distribution.
The predicted salary is between 40000 - 50000 £ per year.
Location: Hybrid / Colston Ave, Bristol BS1 4UA, UK
Job type: Permanent / Full-time
Sector and subsector: Business Operations | Business Support
Salary: Negotiable salary
Department: Intermediary Sales
Hours of Work: Monday to Friday 9:00am - 5:00pm
Role Purpose
The Sales Support Manager will lead and develop a high-performing Sales Support Team within the UK Financial Services sector. This role is pivotal in enhancing client experience, supporting Business Development Managers (BDMs) and driving operational efficiency to enable growth.
Key Responsibilities
- Manage and mentor a team of Sales Support Executives, fostering collaboration and accountability.
- Oversee first-line support for advisers and wholesale clients, ensuring timely and accurate handling of onboarding, documentation and compliance processes.
- Drive preparation of tailored presentations, proposals and marketing materials.
- Ensure CRM systems are accurate and up-to-date, and monitoring pipeline progress and KPIs.
- Support research and segmentation of target markets, coordinate follow-up on marketing campaigns and schedule meetings for RDs.
- Provide actionable analytics to improve sales effectiveness and client retention.
KPIs & Success Metrics
- Operational Efficiency (time saved for RDs)
- Accuracy of CRM data and reporting.
Knowledge, Skills & Qualifications
- Strong knowledge of UK fund distribution and FCA regulations.
- Proficiency in CRM systems and Microsoft Office Suite.
Beneficial Skills
- Knowledge of Consumer Duty and Operational Risk Management.
Beneficial Qualifications
- Degree or equivalent
- Proven experience in team leadership within financial services.
Beneficial Experience
- Experience in managing hybrid teams.
Essential Personal Qualities
- Excellent communication, organisational and problem solving skills.
- Analytical mindset with ability to interpret data for decision-making.
Benefits
- Competitive salary with annual salary reviews
- 9% non-contributory pension
- Annual discretionary bonus scheme
- Private Healthcare Scheme with Dental and Optical Care
- Death in Service at 5x Annual Salary
- Training for IOC and other relevant qualifications
- Cycle2Work Scheme
- Your Birthday off
- 13 weeks full paid maternity leave
- 2 weeks full paid paternity leave
Sales Support Manager in Bristol employer: Hollybank Trustees Ltd
As a Sales Support Manager at our Bristol location, you will thrive in a dynamic hybrid work environment that champions collaboration and professional growth. We offer competitive salaries, generous benefits including a non-contributory pension and private healthcare, and a culture that prioritises employee well-being with perks like your birthday off and extensive parental leave. Join us to lead a high-performing team in the UK Financial Services sector, where your contributions directly enhance client experiences and drive operational success.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Support Manager in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hollybank Trustees Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales Support Manager in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hollybank Trustees Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hollybank Trustees Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hollybank Trustees Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hollybank Trustees Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hollybank Trustees Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hollybank Trustees Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
