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- Tasks: Support Business Development Managers and enhance client service for the IFA channel.
- Company: Join a highly regarded Wealth Management firm making waves in the industry.
- Benefits: Enjoy a collaborative work environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team driving innovation in investment management and client relationships.
- Qualifications: 2-3 years in Sales Support, with knowledge of investment platforms and IFA market strategies.
- Other info: This role is based in Newcastle, perfect for those looking to make an impact locally.
The predicted salary is between 36000 - 60000 £ per year.
The Company A highly regarded Wealth Management firm.
The role This role is based in Newcastle and is a great opportunity for an experienced Sales Support Associate to deliver high-quality client service to the firm's newly established IFA channel and Model Portfolio Service.
The Sales Support Associate will work closely with the Business Development Managers, helping to build the success of the MPS in the UK and the UK Advised Platforms. The Sales Support Associate will be comfortable dealing directly with IFAs, taking ownership of creating a top-class service and providing essential support in all phases of the IFA relationship building cycle.
The Sales Support Associate is to provide administrative support to the Business Development Managers in order to help grow the Model Portfolio Service (MPS) proposition as well as providing support to develop the ongoing monitoring of IFAs. Taking ownership of the ongoing processes to ensure smooth operational running of platforms.
The Sales Support Associate will work in collaboration with the MPS Portfolio Manager and Portfolio construction team, taking an entrepreneurial approach when building new processes utilising technology to drive efficiencies where possible.
The Sales Support Associate will confidently work with key internal stakeholders to build the internal and external narrative of MPS. Supporting the Business Development Managers with any development of new IFA relationships and key business initiatives to support current and prospective IFAs.
The Sales Support Associate is to deliver key marketing material to the IFA market acting as an ambassador of the firm both internally and externally.
The Candidate 2-3 years of experience in Sales Support. Investment Platform Operations/Administration, Business Development Support within Investment Management or Wealth Management. An understanding of the IFA market and key marketing strategies to IFAs. Experience working with Business Development Managers or Platform Relationship Managers. Strong understanding and proven experience of investment platforms and operational processes.
Contact Detail:
JJ Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Sales Specialist - JJ Search
✨Tip Number 1
Familiarise yourself with the IFA market and current trends in wealth management. This knowledge will help you engage confidently with potential clients and demonstrate your understanding of their needs during any discussions.
✨Tip Number 2
Network with professionals in the investment platform operations and sales support sectors. Attend industry events or join relevant online forums to connect with Business Development Managers and other key stakeholders who can provide insights and potentially refer you for the role.
✨Tip Number 3
Showcase your experience with technology and process improvement in your conversations. Highlight any specific tools or systems you've used that have driven efficiencies in previous roles, as this aligns well with the entrepreneurial approach the company values.
✨Tip Number 4
Prepare to discuss how you can contribute to building strong relationships with IFAs. Think of examples from your past experiences where you've successfully supported business development initiatives or enhanced client service, as these will resonate well with the hiring team.
We think you need these skills to ace Associate Sales Specialist - JJ Search
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Sales Support, particularly within Investment Management or Wealth Management. Emphasise any direct interactions with IFAs and your understanding of investment platforms.
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 ability to provide high-quality client service and support Business Development Managers.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as administrative support, relationship building, and familiarity with marketing strategies for IFAs. Use examples to illustrate these skills.
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 and professionalism.
How to prepare for a job interview at JJ Search
✨Know Your IFA Market
Make sure to brush up on your understanding of the Independent Financial Advisor (IFA) market. Be prepared to discuss current trends and challenges that IFAs face, as well as how your experience can help address these issues.
✨Showcase Your Sales Support Experience
Highlight your previous roles in sales support, particularly any experience related to investment platforms or wealth management. Be ready to provide specific examples of how you've contributed to the success of a sales team or improved processes.
✨Demonstrate Your Collaborative Skills
Since the role involves working closely with Business Development Managers and other internal stakeholders, be prepared to discuss how you’ve successfully collaborated in past roles. Share examples of how teamwork has led to successful outcomes.
✨Prepare Questions for Them
Have insightful questions ready to ask about the company’s Model Portfolio Service and their approach to client relationships. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
