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- Tasks: Support the sales team with admin tasks, client presentations, and event organisation.
- Company: Join Rathbones, a trusted leader in investment and wealth management for generations.
- Benefits: Enjoy a diverse workplace, opportunities for growth, and a supportive team culture.
- Why this job: Be part of a responsible company that values integrity and client service while making a social impact.
- Qualifications: 1 year of admin experience, GCSEs in Maths, English, and Science, and intermediate Microsoft Office skills.
- Other info: We welcome applicants from all backgrounds and are committed to inclusivity.
The predicted salary is between 28800 - 43200 £ per year.
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Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
Job Title: Sales Administrator
Department: Group Distribution
Location: London
Contract Type: Permanent
Reporting to: Natalie Cuomo
The Role
To work as part of the sales admin team, providing administrative support for both the wealth and asset management sales team.
Outcomes of the Role
- Work closely with the sales support teams and other key stakeholders to provide administrative support in alignment with core processes and procedures.
- Act as the initial escalation point for wealth and asset management enquiries by monitoring shared email inboxes. Liaise with key stakeholders including the operations teams, external administrators and sales support to ensure queries actioned efficiently.
- Be a proficient user of Salesforce, able to manage data updates, reporting and support colleagues with requests and issues.
- Work with key stakeholders to provide administrative support for the planning and execution of sales visits, client presentations and larger sales/marketing campaigns, tasks include:
- Manage travel and hotel bookings
- Print, bind and send presentation materials and required sales collateral
- Manage CRM requirements including the provision of invite and attendee lists
- Produce CPD certificates for event attendees
- Assist with ad hoc requests to support the sales strategy including organising staff/team events and minute taking.
Knowledge, Skills and Experience
- Use of Microsoft Word, Excel and PowerPoint to an intermediate level.
- Excellent organisation and time management skills.
- Good telephone manner.
- High levels of attention to detail and accuracy.
- Calm under pressure and able to take a flexible approach to tasks and prioritisation of workload.
- Able to communicate effectively at all levels both internally and externally
- Knowledge of regulatory environment in which we operate
- Understanding of the products and services Rathbone provide
- Can work independently but enjoys being in a team environment.
- 1 year’s previous administration experience is required. Candidates must be able to use Microsoft Office at an intermediate level and demonstrate an interest in working in the financial sector.
- GCSE grades 9-5 in Maths, English and Science (or equivalent)
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.
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Sales Administrator employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Administrator
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for the Sales Administrator role. Consider taking an online course or tutorial to enhance your skills and demonstrate your proficiency during the interview.
✨Tip Number 2
Research Rathbones and their services thoroughly. Understanding their approach to wealth management and their commitment to responsible investing will help you align your answers with their values in any discussions.
✨Tip Number 3
Practice your organisational and time management skills by managing mock projects or events. Being able to showcase examples of how you've successfully handled multiple tasks will impress during the interview.
✨Tip Number 4
Prepare to discuss your previous administration experience in detail. Think of specific situations where you demonstrated attention to detail and effective communication, as these are crucial for the role.
We think you need these skills to ace Sales Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Sales Administrator position. Understand the key responsibilities and required skills, such as proficiency in Microsoft Office and experience in administration.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the requirements of the Sales Administrator role. Emphasise your organisational skills, attention to detail, and any previous experience in a similar environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Rathbones that resonate with you, such as their commitment to responsible investing and client service.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the Sales Administrator position.
How to prepare for a job interview at Rathbone Brothers
✨Know Your Role
Familiarise yourself with the responsibilities of a Sales Administrator. Understand how your role supports the sales team and contributes to the overall success of the company. Be ready to discuss how your skills align with these tasks.
✨Demonstrate Your Skills
Highlight your proficiency in Microsoft Office, especially Word, Excel, and PowerPoint. Prepare examples of how you've used these tools in previous roles, particularly in managing data or creating presentations.
✨Showcase Your Attention to Detail
Since the role requires high levels of accuracy, be prepared to discuss situations where your attention to detail made a difference. This could include examples from past administrative work or projects where precision was crucial.
✨Prepare Questions
Have thoughtful questions ready for your interviewers about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
