Sales Support Assistant

Kennedy Pearce are partnering with a leading multi-asset investment manager in hiring a Sales Support Assistant. This is an exciting opportunity to work for a Distribution Funds team who specialise in providing tailored investment solutions to their clients across a diverse range of asset classes

They are looking for a dedicated and proactive Sales Support person to join their team and play a pivotal role in supporting sales operations by ensuring a seamless experience for their clients

Job Purpose

• As a Sales Support Assistant, you will work closely with the sales team and other departments to ensure the smooth and efficient execution of sales activities
• This role is perfect for someone with excellent organizational skills, a keen eye for detail, and the ability to handle multiple tasks in a fast-paced environment.
• You will be responsible for providing essential administrative support to the sales team, assisting in the preparation of client presentations and materials, maintaining CRM systems, and ensuring that client inquiries and requests are handled promptly

Key Responsibilities

• Sales Administration: Provide administrative support to the sales team, including scheduling meetings, managing calendars, and assisting with travel arrangements.
• Client and Prospect Support: Help with the preparation of client proposals, pitchbooks, presentations, and reports, ensuring all materials are accurate and up-to-date.
• CRM Management: Maintain and update the CRM system with client information, sales opportunities, and activities to ensure that data is accurate and readily accessible.
• Client Communications: Serve as a point of contact for client inquiries, ensuring timely responses and resolution of requests.
• Sales Reporting: Assist in the preparation of sales reports and dashboards, tracking sales activities and performance metrics.
• Internal Coordination: Collaborate with internal teams (e.g., marketing, operations, and compliance) to support the sales process and ensure smooth execution.
• Event Support: Assist in the coordination and execution of client events, conferences, and webinars.

Required Qualifications and Experience

• Bachelor’s degree in business, Finance, or related field (or equivalent work experience).
• Internships or Work placements within Investment, Wealth or Asset management would be highly desirable
• Strong organizational skills with the ability to multitask and prioritize effectively.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), and experience with CRM systems (e.g., Salesforce).
• Detail-oriented with a high level of accuracy in all aspects of work.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Prior experience in sales support within the financial services industry is a must.
• Full Rights to work in the UK