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- Tasks: Support the Business Development Team and nurture adviser relationships in Wealth Management.
- Company: A respected wealth management firm with ambitious growth plans.
- Benefits: Gain valuable experience in a dynamic environment with career development opportunities.
- Other info: Opportunity to develop industry knowledge and work in a busy, engaging environment.
- Why this job: Be part of a proactive team and make a real impact in the financial industry.
- Qualifications: Experience in sales support or client services, familiarity with CRM systems, and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
The Company: A well-respected and professional wealth management firm with ambitious growth plans.
The Role: 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 focused 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 in working with CRM systems. The Sales Support Associate will maintain the standard due diligence question bank, complete any due diligence requests from financial advisers, and help with the organisation of sales events, selecting venues, tracking invitations, and logistics. The Sales Support Associate will be proactive in developing 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 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.
The Candidate: 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 , BD Client Service , CRM , Wealth Management in City of London employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Associate , BD Client Service , CRM , Wealth Management in City of London
✨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 before your interview. Brush up on your skills and maybe even take a quick online course. Showing that you're proactive about this will impress potential employers!
✨Tip Number 3
Prepare for your interviews by researching the company and its culture. Understand their approach to client services and be ready to discuss how you can contribute to nurturing those adviser relationships.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team and keen to be part of our growth journey.
We think you need these skills to ace Sales Support Associate , BD Client Service , CRM , Wealth Management in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Sales Support Associate role. Highlight any experience you have in client services or working with IFAs, and don’t forget to mention your familiarity with CRM systems!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills align with the responsibilities of the role. Keep it friendly and professional.
Show Off Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. You could even mention a specific example of how your attention to detail has made a difference in your previous roles.
Apply Through Our Website: We love seeing applications come through our website! It’s the best way for us to keep track of everything. Plus, it shows you’re keen on joining our team at StudySmarter. Don’t miss out!
How to prepare for a job interview at JJ Search Ltd
✨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 answer questions confidently and demonstrate your interest in the industry.
✨Prepare for Scenario Questions
Think about potential scenarios you might face in the role, such as handling a difficult client or organising a sales event. Prepare specific examples from your past experience that showcase your problem-solving skills and attention to detail.
✨Show Your Communication Skills
Since the role involves effective communication with IFAs, practice articulating your thoughts clearly and confidently. You might even want to prepare a few questions to ask the interviewer about their communication strategies within the team.