Sales Support Coordinator | London, UK

Transact; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a motivated administrator to join their Sales Support team. This entry-level position offers a fantastic opportunity for recent graduates or college leavers to kickstart their career in the financial services industry. You will play a vital role in supporting financial advisers and ensuring smooth operations within the team. Your responsibilities will include setting up new adviser firms, managing client communications, and assisting in the coordination of events. If you're organized, detail-oriented, and eager to learn, this role could be the perfect fit for you.

Qualifications

• Recent A levels or degree preferred, ideally in a relevant field.
• Previous experience in financial services is a plus but not required.

Responsibilities

• Setting up new financial adviser firms and managing their details.
• Assisting with client letters and literature requests.
• Coordinating adviser events and meetings.

Skills

Organisation

Attention to Detail

Communication

Initiative

Education

A Levels or Equivalent

Degree

Job description

Job Description

Our Sales Support team is a key part of the quality service we provide to our clients and due to growth, we are now looking for an administrator to join the team.

Sales Support provides assistance to both the regionally based Transact Business Development Managers as well as our financial advisers. The team are responsible for a variety of tasks from updating financial adviser's details to coordinating networking events. They are a core part of ensuring our company continues to grow and maintain its status as the market leader.

This is a great opportunity for a recent college leaver or graduate looking for their first step in to the financial services industry.

The Role

Working in this close-knit team your daily responsibilities will include:

Administration

• Setting up new financial adviser firms, financial advisers, secondary users, Discretionary Fund Managers and Remote Data service companies onto our back office system
• Creating new passwords and sending out password letters to advisers and their clients to enable them to access their accounts
• Dealing with literature requests from advisers and their staff
• Dealing with client letters of authority" in relation to clients moving between adviser firms
• Adding IFA firm logos and contact details to our back office system
• Assisting in hosting occasional adviser/sales meetings at our head office

Sales Support

• Keeping financial adviser's information up to date including change of address, bank details and company names
• Supporting advisers and clients with changes to their accounts such as client ownership, adviser firm mergers, no longer authorised" and legal entity changes
• Assisting the Corporate Events Manager with the coordination of the Transact regional adviser events, conferences and award ceremonies

Requirements

This entry level role is the ideal opportunity for candidates to start their career in the financial services industry. You will have recently completed your A levels (or equivalent) or degree and be looking for that first or second step in to a professional working environment. Previous work experience within the financial services and investments industry is advantageous but not essential.

You need to be a confident, organised individual with an excellent eye for detail. You will be positive, enthusiastic and be the type of person that will work on your own initiative in a busy administrative role.

About Us

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.

As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.

Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.

Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.

Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.

Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.

Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £64 billion of funds under direction on behalf of over 8,000 advisers and 235,000 investor clients (as at September 2024).

Equal Opportunities

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

Transact is an award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional se...

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