Sales Administrator - Investment Managment

FY Recruitment; City Of London; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A leading investment management firm in the UK seeks a Sales Administrator to enhance their sales team, offering a promising salary of £30,000-£35,000. This role emphasizes career development and requires a proactive team player with administrative experience, adept in MS Office and Salesforce. You will liaise with key stakeholders, manage CRM tasks, and support the execution of sales strategies, making this a fantastic opportunity for growth within the financial services sector.

Benefits

Onsite gym

Career development opportunities

Qualifications

• 1 year’s previous administration experience is required.
• Intermediate level in Microsoft Office with interest in financial services.

Responsibilities

• Provide administrative support for sales processes and client presentations.
• Manage data updates in Salesforce and liaise with stakeholders.

Skills

MS Office

Salesforce

Organization

Time Management

Education

GCSE grades 9-5 in Maths, English and Science (or equivalent)

Job description

Sales Administrator – Fantastic City Investment Management Firm

30-35,000 with excellent bens and bonus

Hybrid working- state of the art offices with onsite gym

Great career development opportunity

Our client is one of the UK’s leading investment management firms based in the city is looking for a Sales Administrator to support their wealth and asset management sales team. The role has come about due to promotion so a fantastic opportunity for career development.

Looking for someone who can evidence an interest in financial services and 1 year’s administrative experience. Must be a Proactive team player with good MS Office and experience of working with database. Fantastic opportunity for career growth and development

Key duties

• 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.

Key experience:

• 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) Use of Microsoft Word, Excel and PowerPoint to an intermediate level. Excellent organisation and time management skills.