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- Tasks: Join our Sales Support team to assist financial advisers and manage client information.
- Company: Transact is a leading UK investment platform, known for its collaborative and inclusive culture.
- Benefits: Enjoy a supportive work environment with opportunities for growth in the financial services industry.
- Why this job: Kickstart your career in finance with hands-on experience and a chance to make an impact.
- Qualifications: Recent A level or degree graduates are welcome; no prior experience required but attention to detail is key.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 28800 - 43200 £ per year.
Our Sales Support team is a key part of the quality service we provide to our clients and due to growth, we are now looking for an administrator to join the team. Sales Support provides assistance to both the regionally based Transact Business Development Managers as well as our financial advisers. The team are responsible for a variety of tasks from updating financial adviser’s details to coordinating networking events. They are a core part of ensuring our company continues to grow and maintain its status as the market leader.
This is a great opportunity for a recent college leaver or graduate looking for their first step into the financial services industry.
The Role
Working in this close-knit team your daily responsibilities will include:
- Administration
- Setting up new financial adviser firms, financial advisers, secondary users, Discretionary Fund Managers and Remote Data service companies onto our back office system
- Creating new passwords and sending out password letters to advisers and their clients to enable them to access their accounts
- Dealing with literature requests from advisers and their staff
- Dealing with client letters of authority in relation to clients moving between adviser firms
- Adding IFA firm logos and contact details to our back office system
- Assisting in hosting occasional adviser/sales meetings at our head office
- Keeping financial adviser’s information up to date including change of address, bank details and company names
- Supporting advisers and clients with changes to their accounts such as client ownership, adviser firm mergers, no longer authorised and legal entity changes
- Assisting the Corporate Events Manager with the coordination of the Transact regional adviser events, conferences and award ceremonies
Requirements
This entry level role is the ideal opportunity for candidates to start their career in the financial services industry. You will have recently completed your A levels (or equivalent) or degree and be looking for that first or second step into a professional working environment. Previous work experience within the financial services and investments industry is advantageous but not essential. You need to be a confident, organised individual with an excellent eye for detail. You will be positive, enthusiastic and be the type of person that will work on your own initiative in a busy administrative role.
About Us
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.
Equal Opportunities
We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Sales Support Coordinator | London, UK employer: Transact
Contact Detail:
Transact Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Coordinator | London, UK
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of sales support. Understanding how financial advisers operate and the tools they use will give you an edge in interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've managed tasks or projects in the past. This will show your potential to handle the administrative responsibilities of the Sales Support Coordinator role.
✨Tip Number 4
Research StudySmarter's values and culture. Tailor your approach to reflect our commitment to client service and teamwork, which will resonate well during any discussions with us.
We think you need these skills to ace Sales Support Coordinator | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Sales Support Coordinator role. Emphasise any administrative experience, attention to detail, and customer service skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the financial services industry. Mention why you are interested in this specific role and how your background makes you a suitable candidate.
Highlight Relevant Skills: In your application, focus on skills such as organisation, communication, and initiative. Provide examples of how you've demonstrated these skills in previous roles or during your studies.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Transact
✨Research the Company
Before your interview, take some time to learn about Transact and its services. Understanding their platform and how they support financial advisers will show your genuine interest in the role and help you answer questions more effectively.
✨Highlight Your Organisational Skills
As a Sales Support Coordinator, you'll need to be organised and detail-oriented. Be prepared to discuss examples from your past experiences, whether academic or work-related, that demonstrate your ability to manage multiple tasks efficiently.
✨Prepare for Common Questions
Expect questions about your motivation for applying and how you handle challenges. Think about scenarios where you've shown initiative or problem-solving skills, as these traits are essential for the role.
✨Show Enthusiasm and Positivity
Transact values a positive attitude and enthusiasm. During the interview, express your excitement about starting a career in the financial services industry and your eagerness to contribute to the team.
