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- Tasks: Support the Business Development Team and nurture adviser relationships in wealth management.
- Company: Respected wealth management firm with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a proactive team and make a real impact in the wealth management industry.
- Qualifications: 1-3 years of relevant experience and familiarity with CRM systems.
- Other info: Opportunity for personal and professional growth in a busy environment.
The predicted salary is between 30000 - 40000 £ per year.
Overview: A well respected and professional wealth management firm with ambitious growth plans.
Responsibilities: The Sales Support Associate will assist the Business Development Team in the delivery of nurturing adviser relationships on behalf of the Wealth Management company. This role is a Business Development Client Services support focussed role and does NOT require a person who wants to develop towards a BDM role. The Sales Support Associate supports the Business Development Team to ensure that all sales opportunities are followed up and IFA clients are provided with relevant and timely information, ensuring effective communications with IFAs. The Sales Support Associate will be confident on working with CRM systems. The Sales Support Associate will maintain the standard due diligence question bank. Complete any due diligence requests from financial advisers. Help with the organisation of sales events, selecting venues, tracking invitations and logistics. The Sales Support Associate will be proactive in developing your knowledge of the Wealth Management industry and the IFA market. The Sales Support Associate will carry out any other relevant duties within the remit of the role and as reasonably directed by management. Be proactive in developing your knowledge of the industry, the market and relevant skills. Conduct annual and interim performance reviews including setting of performance and personal/professional goals, within the Firm’s timescales.
Qualifications: 1-3 years Sales Support or Business Development support experience within Wealth Management or Asset Management, or Client Services experience working with IFAs in some capacity. Familiar with CRM systems. Attention to detail and a hard worker. Confident on the phone and highly personable. Enjoys working in a busy and proactive environment. Understand the Regulatory and Compliance requirements and processes relevant to this Role.
Sales Support Associate , Intermediary Client Services/CRM , Business Development , Wealth Mana[...] employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Associate , Intermediary Client Services/CRM , Business Development , Wealth Mana[...]
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get familiar with CRM systems! Since this role requires confidence in using CRM tools, brush up on your skills. Consider taking a quick online course or tutorial to show that you're ready to hit the ground running.
✨Tip Number 3
Prepare for those phone calls! As a Sales Support Associate, you'll be communicating with IFAs regularly. Practice your phone etiquette and have a few key talking points ready to showcase your knowledge of the industry.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from motivated candidates. Make sure to highlight your relevant experience and enthusiasm for the role when you submit your application.
We think you need these skills to ace Sales Support Associate , Intermediary Client Services/CRM , Business Development , Wealth Mana[...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Sales Support Associate role. Highlight any relevant experience in sales support or client services, especially within wealth management or asset management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention your familiarity with CRM systems and your proactive approach to learning.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. You might even want to include examples of how you've demonstrated this skill in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your CRM Systems
Make sure you brush up on your knowledge of CRM systems before the interview. Be ready to discuss how you've used them in past roles, as this is crucial for the Sales Support Associate position.
✨Understand Wealth Management Basics
Familiarise yourself with key concepts in wealth management and the IFA market. This will not only show your proactive approach but also help you engage in meaningful conversations during the interview.
✨Showcase Your Attention to Detail
Prepare examples that highlight your attention to detail. Whether it’s managing due diligence requests or organising sales events, being able to demonstrate this skill will set you apart.
✨Be Personable and Confident
Since the role involves communication with IFAs, practice your phone skills and be ready to showcase your personable nature. A confident and friendly demeanour can make a big difference in how you’re perceived.