At a Glance
- Tasks: Support the sales team by managing client onboarding and ensuring smooth operations.
- Company: Join a dynamic financial services firm focused on growth and innovation.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Perfect for entry-level candidates looking to kickstart their career in finance.
- Why this job: Be the backbone of the sales team and help elevate partner experiences.
- Qualifications: Strong communication skills and attention to detail are essential.
The predicted salary is between 22050 - 26950 £ per year.
Role Purpose
Enable the Intermediaries / Wholesale sales team to deliver growth by removing administration friction, improving speed and elevating partner experience. Own the pre-and-post meeting operational flow so the Sales team can spend more time selling and partners receive fast and accurate answers. You will report to the Commercial Director and work alongside primary stakeholders, including Business Development Managers, Marketing and Partner Success.
Key Responsibilities
- Client Support and Onboarding: Act as first-line support for advisers/wholesale clients, coordinate onboarding documentation and ensure compliance.
- Sales Enablement: Build meeting packs, prepare presentation/proposals, manage agendas and follow ups.
- CRM & Data Hygiene: Maintain accurate CRM records, update opportunities and produce weekly pipeline reports.
- Lead Handling & Campaign Support: Follow up on marketing-generated leads, qualify and hand off to Business Development Managers.
- Event & Webinar: Assist in planning and delivering webinars, fund manager events and conferences.
- Reporting & Insights: Maintain SLA dashboards, activity logs and highlight process improvements.
Core Outcomes
- Frictionless Client Experience: First-line query resolution and onboarding handled within agreed SLAs.
- Sales Capacity Unlocked: Business Development Managers spend more time with partners because meeting packs, proposals and follow-ups are prepared accurately and on time.
- Data you can trust: Complete current CRM records and transparent pipeline tracking.
- Lead Creation: Marketing and outbound activity turn into qualified meeting through pro-active calls, timely follow-up and smooth handovers.
- SLA & Compliance Discipline: Tasks completed on time, in line with FCA Conduct Rules and Consumer Duty expectations.
- Day-to-day tasks required to support Advisers and Sales Support team.
Essential Skills
Knowledge, Skills & Qualifications
- Interpersonal and written skills.
- MC Office proficiency.
- Attention to detail.
- Prioritisation and problem solving.
Beneficial Skills
- CRM Knowledge (Salesforce).
- Marketing automation tools.
Essential Knowledge
- Basic understanding of UK fund distribution and compliance.
Beneficial Knowledge
- Consumer Duty awareness.
- Operational Risk.
Essential Experience
- Entry-level administration.
- Client Support Administration (FS preferred).
Beneficial Experience
- Prior asset management.
- Sales Support or Lead Gen experience.
Essential Qualifications
- A - Level or equivalent.
Beneficial Qualifications
- IOC or willingness to undertake.
- Degree or equivalent
- experience.
Sales Support Associate employer: Marlborough
At the Marlborough, we pride ourselves on being an exceptional employer, offering a vibrant work culture that fosters creativity and collaboration. Located near the picturesque Richmond Park and River Thames, our team enjoys not only stunning views but also access to extensive career development opportunities, including our Sous Chef - Head Chef development programme and culinary masterclasses. With a focus on quality food and service, we provide a supportive environment where passionate individuals can thrive and grow within the Young's family.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Support Associate
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sales Support Associate at Marlborough, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Marlborough. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sales Support Associate. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sales Support Associate
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Marlborough:When writing your cover letter, make sure to tailor your message specifically for Marlborough. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Marlborough
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Marlborough that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Marlborough that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Marlborough’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
