Sales Support Assistant

Blackfinch Group; Elkstone; Hybrid; GBP 26,000 - 34,000; Full time

Job summary

Blackfinch Group is expanding its Distribution team and is seeking 2 Distribution Sales Support colleagues to join us. You will support the Distribution, Events and Client Excellence Teams with friendly, professional service for external adviser clients.

Role involves arranging meetings, generating illustrations for investments, and assisting Managers with admin tasks in a hybrid office/remote setup. Training provided and career growth encouraged.

Qualifications

• Office-based and admin experience, ideally in sales support.
• Strong Excel/data skills and attention to detail.
• Experience with Power BI and HubSpot is desirable.
• Clear telephone communication and professional manner.

Responsibilities

• Arrange meetings for External Business Development Managers and generate illustrations.
• Follow up on meeting requests and queries via phone or email.
• Support Distribution Managers with administrative tasks.
• Gather data for strategic contact lists and analysis by the team.
• Support leadership with data and presentation generation and reports.
• Assist Events Manager and Client Excellence as required.
• Seek ways to improve knowledge, skills and processes.
• Support events colleagues with prep and follow up tasks.

Skills

Office experience

Sales support

Data analysis

Excel

Power BI

HubSpot

Attention to detail

Telephone skills

Education

Secondary education

CF1/R01 sponsorship

Tools

Microsoft Excel

Power BI

HubSpot

Job description

We are expanding our Distribution (Sales) team and are now looking for 2 Distribution Sales Support colleagues to join us!

As Distribution Sales Support colleague you will provide support to the Distribution, Events and Client Excellence Teams. You will be providing a professional and courteous customer service to our external adviser clients and supporting the External Business Development Managers, through an efficient and structured approach.

Blackfinch are proud of the career progression opportunities available.

Key Responsibilities

• Arrange meetings for External Business Development Managers, generate illustrations (for potential investments) and follow up on outstanding queries via the telephone or email.
• Complete follow up meeting requests such as sending emails and generating illustrations.
• Supporting External Business Development Managers and Internal Business Development Managers with administrative tasks.
• To gather data for strategic contact lists and for analysis by other Distribution Team members.
• To support the leadership team with data and presentation generation, and to provide reports when required.
• To assist Client Excellence and the Events Manager when required.
• To seek out ways to improve knowledge, skills and processes.
• Supporting our events colleagues with preparation and follow up tasks.

Skills & Experience

• Previous office and administrative experience, ideally within sales support.
• Previous experience of working with data and using Microsoft Excel to a high standard
• Previous experience using Power BI and Hub Spot would be desirable although not essential as full training will be provided.
• You will have a high level of attention to detail and work in a structured and methodical manner.
• You understand data, its importance and how it can be analysed.
• You will have an excellent telephone manner and able to communicate in an engaging way on the telephone

Personal Attributes

• The ideal candidate will have a friendly and professional “can do” attitude with the ability to take the initiative when necessary.
• You work well in a hybrid environment (both in an office space and remotely).
• Adaptable to change and positive when engaging in new or challenging situations.
• Keen to support others with a variety of tasks and confidently engage with interlinked departments.

Qualifications

• Good level of secondary education.
• To either hold or be prepared to achieve during your first 6 months the CF1 or R01 qualification (on a sponsorship basis)

We reserve the right to close the vacancy early, should we receive sufficient applications.

Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.

About Us

Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early stage investing, managed portfolio services, property financing and renewable energy. We’re proud to be entrusted with over £1bn in assets under management.