My client is one of the UK's most well-known Tax Efficient/Alternative Investment providers, and they are looking for a Sales Support Administrator to provide support to their clients and the sales team in their London office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. My client has a strong focus on delivering a high quality of customer service which they pride themselves on.
Role and responsibilities:
Inbound & Admin Support
- Managing the Sales Support inbox
- Handling literature requests (soft and hard copies)
- Responding to customer queries as first point of contact
- CRM administration - updating records, logging activity, maintaining data hygiene
- Diary management or meeting coordination for sales team
Sales Enablement
- Producing illustrations or quotes for advisers
- Creating and maintaining call campaigns (e.g. via Financial Clarity)
- Generating call lists/leads from events, centralised targets, or desk research
- Supporting region planning and team coverage logistics
- Drafting and updating a suite of email templates for outreach
- Tracking business pipeline and reporting on progress
- Monitoring competitor activity and summarising insights
Data & Research
- Desk research on new firms or prospects
- Researching firms based on Fox / DADRAF / BR criteria
- Creating lead lists from centralised targets or external databases
- Analysing event outcomes and generating follow-up actions
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
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Sales Support Administrator employer: O'loughlin Recruitment Ltd
As a leading Tax Efficient/Alternative Investment provider in the UK, our client offers an exceptional work environment in their London office, where teamwork and effective communication are highly valued. Employees benefit from a strong focus on customer service excellence, alongside opportunities for professional growth and development within a supportive culture that encourages collaboration and innovation. Join us to be part of a dynamic team that is committed to making a meaningful impact in the financial sector.
Contact Details:
O'loughlin Recruitment Ltd Recruitment Team
