At a Glance
- Tasks: Coordinate client meetings and support the senior sales team in a dynamic environment.
- Company: Join Phi, a leading firm in capital markets consulting with a focus on career development.
- Benefits: Competitive salary, private health insurance, pension, gym contribution, and generous holiday allowance.
- Other info: Opportunity for significant growth and learning in a high-performance, client-centric environment.
- Why this job: Gain exposure to senior stakeholders and build a rewarding career from day one.
- Qualifications: Degree or equivalent, strong communication skills, and a proactive attitude.
The predicted salary is between 25000 - 35000 £ per year.
This is an exciting opportunity for a bright, ambitious individual to play a central role in Phi's client-facing sales function at the very start of their career. Our senior sales team manages relationships with some of the most senior figures in capital markets - Managing Directors, Chief Technology Officers, Chief Operating Officers and their teams at the world's leading investment banks and hedge funds.
This role sits at the heart of that activity. As Sales Administrator, you will be the operational backbone of the sales team - ensuring that client meetings are coordinated impeccably, that the CRM reflects the reality of the pipeline, and that every interaction with a client or prospect is well-prepared and well-executed.
You will work closely with the Head of Sales and a team of experienced sales professionals who will invest in your development and give you genuine exposure to the business from day one. This is not a passive administrative role. The right candidate will be proactive, sharp and genuinely interested in building a career in a high-performance, client-centric environment. If you are organised, personable and motivated to learn, there is significant scope to grow within the firm.
Key Responsibilities- Client Meeting Coordination
- Coordinate and schedule client meetings on behalf of the senior sales team, liaising directly with Executive Assistants, Personal Assistants and senior contacts at Tier-1 investment banks, hedge funds and asset managers.
- Manage complex, multi-party diary scheduling across different time zones, ensuring the sales team's calendar reflects live priorities and that no meeting falls through the gaps.
- Prepare concise briefing notes and logistics packs ahead of client meetings - covering attendee backgrounds, agenda items and any relevant account context.
- Send and manage meeting confirmations, reminders and follow-up communications with professionalism and care; every touchpoint with a client contact should reflect Phi's standards.
- Book meeting rooms, arrange video conferencing and manage all practical logistics so that client meetings run without friction.
- Coordinate post-meeting follow-ups as directed by the sales team, tracking actions and ensuring timely responses.
- CRM & Pipeline Data
- Maintain accurate, up-to-date records of contacts, accounts, meeting activity and pipeline data within Salesforce CRM.
- Log all client interactions promptly and consistently, ensuring the sales team has a clean, reliable view of each relationship and opportunity.
- Support the Head of Sales with regular pipeline reporting - extracting data, formatting summaries and flagging gaps or anomalies.
- Assist with coding and data hygiene processes within Salesforce, helping to enforce governance standards across the team.
- Onboard new contacts and accounts into the CRM as the team's network grows, maintaining data integrity throughout.
- Travel Booking & Logistics
- Book travel and accommodation for the sales team ahead of client visits, roadshows and industry events, working within agreed budgets and travel policies.
- Manage last-minute changes or cancellations efficiently, keeping the team informed and minimising disruption.
- Ad Hoc Sales Support
- Provide responsive, flexible support to the senior sales team on ad hoc requests - whether that is formatting a pitch document, researching a prospect, preparing a briefing or simply making sure the team is organised and ready for the day ahead.
- Step in wherever needed to keep the sales function running smoothly, showing initiative and a willingness to take on whatever the team requires.
- Supporting the Internal recruitment function, arranging interviews.
- A degree or equivalent qualification, or currently completing one; no specific discipline required - we care about capability and attitude.
- Outstanding written and verbal communication skills - you will be corresponding with some of the most senior professionals in financial services, and the quality of every message matters.
- Exceptional organisational ability and attention to detail; the kind of person who builds systems, keeps records clean and follows through without being chased.
- A naturally proactive approach - you anticipate what is needed rather than waiting to be told.
- Comfortable working at pace and managing multiple competing requests from a busy, senior team.
- Proficiency in Microsoft Outlook, Word and Excel; any experience with Salesforce or similar CRM is a genuine advantage.
- A warm, professional and confident manner with people at all levels - from a graduate contact to a Managing Director's PA.
- Discretion and good judgement; you will be handling sensitive commercial information and communicating on behalf of senior stakeholders.
- Genuine curiosity about capital markets, financial services or professional services - you do not need to be an expert, but intellectual engagement with the environment you are working in will set you apart.
Most people at the start of their career spend years before they get meaningful exposure to senior stakeholders. In this role, you will be corresponding with Managing Directors' offices and senior EAs at Tier-1 banks from week one. Phi is a firm that backs people who show initiative. We invest in careers, promote from within, and value individuals who bring energy and intelligence to what they do. If you are looking for a role that will stretch you, reward you and give you a genuine window into how the world of elite capital markets consulting operates, we would very much like to hear from you.
Benefits- Salary £25-35,000k per annum based on experience
- Private Health Insurance
- Pension
- Gym contribution up to £50 pcm
- Mobile phone contribution up to £35 pcm
- 21 days holiday plus BH
Senior Administrator in Norwich employer: Phi Partners
At Phi, we pride ourselves on being an exceptional employer that offers a dynamic and supportive work environment for our Senior Administrators. With a strong focus on professional development, you will gain invaluable exposure to senior stakeholders in the capital markets from day one, while enjoying a range of benefits including private health insurance, a pension scheme, and generous holiday allowances. Our culture encourages initiative and growth, making it an ideal place for ambitious individuals looking to build a rewarding career in a high-performance, client-centric setting.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator in Norwich
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at investment banks or hedge funds. Use LinkedIn to connect and engage with them; you never know who might have a lead on a job or can give you insider tips.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and the role of a Senior Administrator within that context. This will help you tailor your responses and show that you're genuinely interested in the position.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with senior professionals, being articulate and confident is key. Try mock interviews with friends or use online platforms to refine your pitch and get comfortable with the types of questions you might face.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your application today!
We think you need these skills to ace Senior Administrator in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Administrator role. Highlight relevant experience and skills that match the job description, especially your organisational abilities and communication skills.
Craft a Compelling Cover Letter:Your cover letter should reflect your enthusiasm for the role and the company. Use it to showcase your proactive approach and genuine interest in capital markets, making it clear why you’re a great fit for the team.
Showcase Your Attention to Detail:In your application, pay close attention to detail. Ensure there are no typos or formatting issues, as this reflects your ability to maintain high standards in your work, which is crucial for this role.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team.
How to prepare for a job interview at Phi Partners
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Senior Administrator role and its responsibilities. Familiarise yourself with client meeting coordination, CRM management, and the importance of professionalism in communications. This will help you demonstrate your genuine interest and readiness to contribute.
✨Showcase Your Organisational Skills
Be prepared to discuss specific examples of how you've managed complex schedules or maintained accurate records in the past. Highlight your attention to detail and ability to juggle multiple tasks, as these are crucial for success in this fast-paced environment.
✨Demonstrate Proactivity
During the interview, share instances where you've taken the initiative to solve problems or improve processes. This role requires a proactive mindset, so showing that you can anticipate needs and act on them will set you apart from other candidates.
✨Engage with the Industry
Express your curiosity about capital markets and financial services. Research recent trends or news in the industry and be ready to discuss them. This will not only show your enthusiasm but also your commitment to growing within the firm and understanding the environment you'll be working in.