Sales Support Associate - UK Wealth & Adviser

SEI1GLOBAL; Greater London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading asset management firm in Greater London is looking for a motivated professional to support the sales and relationship management teams. In this role, you will assist with client meetings, respond to inquiries, and maintain CRM records. The ideal candidate will have experience in financial services, strong communication skills, and a relevant degree. You will be part of a dynamic environment that values collaboration and personal development, offering competitive benefits and a hybrid work model.

Benefits

Comprehensive care for physical and mental well-being

Strong pension plan

Tuition reimbursement

Hybrid working environment

Work-life balance

Qualifications

• Experience in a sales or support role within financial services, ideally in Asset Management.
• A strong interest in investment management with a willingness to learn.

Responsibilities

• Assist sales and relationship management teams with client meetings.
• Respond to client inquiries related to asset management services.
• Maintain and update CRM system.

Skills

Strong presentation skills

Communication skills

Time management

Organizational skills

Interpersonal skills

Education

Relevant Bachelor’s Degree

CFA, ACA, ACCA, IAQ

FIA

Tools

Microsoft Office

Excel

PowerPoint

Job description

Responsibilities

Assist the sales and relationship management teams with preparing for client meetings, presentations and proposals.

Respond to client inquiries related to SEI’s asset management services and funds via phone and email.

Support clients through the buying process, provide support and information to clients regarding a wide range of topics including fund information, marketing literature and investment views.

Produce and update sales reports, market intelligence and trend analysis.

Maintain and update CRM system – updating for new clients and working with development team on system improvements.

Proactively liaise with other internal functions (Investment team, Legal, Compliance, etc) and where appropriate contribute solutions to resolve any client service issues / errors.

Support the production and delivery of sales enablement collateral for SEI and partner solutions.

Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe.

Any other ad‑hoc projects as required.

What we need from

Experience

Demonstrable experience in a sales or support role within financial services, ideally in Asset Management.

Knowledge & Learning

A strong interest in investment management with a willingness to learn, along with a basic understanding of financial markets and asset classes.

Skills

Strong presentation, communication, time management, and organizational skills, with the ability to work independently and collaboratively.

Product Knowledge

Ability to quickly grasp SEI products, services, and technical financial concepts, and effectively convey them to clients and stakeholders.

Attention to Detail

High level of accuracy in administrative tasks, including maintaining CRM records and sales collateral.

Technical Proficiency

Proficient in Microsoft Office, particularly Excel and PowerPoint.

Regulatory Categories

SMCR – This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. This role will perform the following certified functions:

Certification - Client Dealing – CD0 Meeting with Clients

MiFID II – Staff giving information about investment products, investment services or ancillary services.

Qualifications

It is essential that you hold or are working towards the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake and complete qualifications.

• Relevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or Relevant Masters / MBA
• CFA, ACA, ACCA, IAQ
• FIA (Fellow of the Faculty & Institute of Actuaries)

What we would like from you

You will also have a strong work ethic & be focused and committed to success and be willing to travel as needed to achieve objectives.

Excellent phone manner – articulate / engaging / confident.

Proactive team player with good interpersonal skills.

Effective written and verbal communication skills.

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.

SEI’s competitive advantage

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well‑being, strong pension plan, tuition reimbursement, hybrid working environment, and a work‑life balance that enables you to relax, recharge and be there for the people you care about.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.