Sales Operations Associate (FTC) | London, UK

Charles Stanley & Co.; London; On-site; GBP 80,000 - 100,000; Full time

Job description

Sales Operations Associate (FTC)

Charles Stanley & Co. London, United Kingdom

Job Description

Job Purpose: Provide dedicated support to the Sales team, proactively and reactively managing client interactions with leading UK IFAs, Platforms, and Third Party product providers.

Key Responsibilities:

• Evaluate and complete management information (MI) tasks.
• Perform general administrative duties on the CRM.
• Generate tables, charts, graphs, and comparison reports for IFAs and the sales team (daily & monthly).
• Collaborate with key operational departments (Marketing, Client Data, Finance, Middle Office, CFS) to ensure IST obligations are met within Service Level Agreements.
• Assist Business Development Managers in managing IFA relationships through verbal and written communication.
• Maintain and regularly update policy/procedure documents for Sales, ensuring approval by the Head of Sales Operations (HoSO).
• Handle general administrative ad hoc duties as required.
• Oversee team inboxes, addressing queries, enquiries, and general administration.
• Support the Sales Management team and Sales Managers with ad hoc requests.
• Undertake project work driven by business requirements.
• Assist the Head of Sales Operations in improving sales processes.
• Complete terms of business renewal checklists across Charles Stanley.
• Manage the novation process, ensuring completion and confirmation to IFAs.
• Update CRM as needed.

Qualifications and Experience:

• GCSE or equivalent level education, including Maths and English.
• Industry-recognised qualification (e.g., Investment Operations Certificate, Investment Advice Diploma) is advantageous.
• Familiarity with financial/professional service organisations is beneficial.
• Experience working at various organisational levels.
• Experience in project teams.

Knowledge and Skills:

• Methodical and organised work approach.
• Advanced IT and technical skills (Microsoft suite, including v-lookups and pivot tables).
• Strong attention to detail.
• Excellent interpersonal and communication skills.
• Flexibility and adaptability to change.
• Proactive problem-solving abilities.
• Ability to represent a busy team and engage with both front and support departments (IST, IMSs, Operations, Legal).
• Diplomatic stakeholder management and workload prioritisation.
• Strong written and report writing skills.
• Resilience and composure under pressure.
• Effective time management and deadline awareness.
• Ability to assertively manage a heavy workload with conflicting demands.
• Strong team player with a positive attitude and eagerness to learn.