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Our client is expanding their Sales Support team to prepare for an exciting and busy year ahead. This role presents an excellent opportunity for individuals looking to step into the financial services industry, as well as experienced professionals seeking a dynamic and supportive environment with room for progression. They take pride in fostering professional growth, with many of their previous Sales Support team members advancing within the company.
The Role
As a Sales Support Administrator, you will play a crucial role in ensuring the smooth operation of their Sales & Marketing functions. You will be responsible for supporting new business applications, maintaining key records, liaising with various internal teams, and ensuring compliance with industry regulations. This is a varied and fast-paced role, ideal for someone with excellent organisational skills and a proactive mindset.
Company Benefits:
- Company pension
- Private healthcare
- Staff events
- Flexitime
- Sick pay and support for industry-recognised qualifications.
Key Responsibilities:
- Reviewing and coordinating new business applications and submitting them to the administration teams.
- Liaising with Business Development and Technical teams to ensure accurate record-keeping.
- Scanning and referencing all correspondence for easy retrieval.
- Handling telephone inquiries from introducers, Business Development team members, and other stakeholders.
- Managing and monitoring a central email mailbox.
- Sending out application paperwork and following up on outstanding actions.
- Updating and maintaining database records efficiently.
- Organising online access for clients and advisers.
- Assisting in planning and coordinating seminars and events, including invitations, venue booking, logistics, and post-event feedback.
- Creating engaging PowerPoint presentations to support business needs.
- Completing due diligence reports and surveys.
- Maintaining the compliance register and ensuring all necessary compliance reviews are obtained.
- Logging invoices and keeping track of the department's budget.
- Providing administrative support to the Sales & Marketing Director as required.
Experience and Skills Requirements
- For entry-level candidates: Minimum of 6 months experience in an office-based role with a strong willingness to learn and develop in the financial sector.
- For experienced candidates: Proven experience in a similar administrative or sales support role, ideally within financial services.
- Strong ability to multi-task and manage a busy workload efficiently.
- Excellent numeracy skills and proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
- A professional and articulate manner with the ability to communicate confidently with high-net-worth individuals and senior staff.
- A collaborative team player with exceptional attention to detail and organisational skills.
- A proactive and self-motivated approach to work, with the ability to use initiative.
Why Join?
- A structured training and development programme tailored to your career goals.
- Strong opportunities for internal promotion and career advancement.
- A supportive team environment that values both new talent and experienced professionals.
- Exposure to a fast-paced and evolving industry with comprehensive training and mentoring.
- Willingness to study towards and pass a general financial services qualification.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
