At a Glance
- Tasks: Lead a dynamic Sales Support Team and enhance client experiences in financial services.
- Company: Join a leading firm in the UK Financial Services sector with a focus on growth.
- Benefits: Enjoy competitive salary, bonuses, private healthcare, and generous leave policies.
- Other info: Flexible working hours and excellent career progression opportunities await you.
- Why this job: Make a real impact by driving operational efficiency and supporting business development.
- Qualifications: Experience in team leadership and strong knowledge of UK fund distribution required.
The predicted salary is between 40000 - 50000 £ per year.
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, 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
- Client Satisfaction Scores
- Lead Generation (meetings scheduled)
- Operational Efficiency (time saved for RDs)
- Accuracy of CRM data and reporting
Knowledge, Skills & Qualifications
Essential Skills
- 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
Essential Experience
- 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.
Other Entitlements
- Competitive salary with annual salary reviews
- 9% non‑contributory pension
- Annual discretionary bonus scheme
- Long Term Incentive Plan (LTIP)
- Private Healthcare Scheme with Dental and Optical Care
- Death in Service at 5x Annual Salary
- 35 Hour working week
- Training for IOC and other relevant qualifications
- Study Leave
- Cycle2Work Scheme
- Eye Test Reimbursement
- Birthday off
- 13 weeks full paid maternity leave
- 2 weeks full paid paternity leave
Sales Support Manager in Bristol employer: Marlborough
As a Sales Support Manager in Bristol, you will join a dynamic team within the UK Financial Services sector, where we prioritise employee growth and collaboration. Our supportive work culture is complemented by competitive benefits, including a generous holiday entitlement, private healthcare, and opportunities for professional development through training and study leave. We are committed to fostering an environment that values your contributions and encourages innovation, making us an excellent employer for those seeking meaningful and rewarding careers.
