Sales Team Administrator

FY Recruitment; London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment agency seeks a Sales Administrator in London to provide key administrative support for the wealth and asset management sales teams. Ideal for candidates with strong organizational skills and proficiency in Microsoft Office. Join a dynamic team in a hybrid environment, contributing to a culture of integrity and collaboration.

Benefits

Opportunities for growth

Supportive workplace culture

Diverse and inclusive environment

Qualifications

• Minimum 1 year of administration experience.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong organizational and time management skills.
• Excellent communication and interpersonal abilities.
• High attention to detail and accuracy.

Responsibilities

• Provide administrative support aligned with core processes.
• Act as the first point of contact for sales enquiries.
• Maintain and update Salesforce CRM for reporting.
• Support planning and execution of sales visits.
• Assist with organizing team events.

Skills

Administrative skills

Communication

Organizational skills

Microsoft Office

Salesforce familiarity

Education

GCSEs in Maths, English, and Science

Tools

Salesforce

Microsoft Office

Job description

Job Title:Sales Administrator
Location:London - Hybrid 3:2

Our client has been trusted for generations to manage and preserve their clients’ wealth. They are one of the UK’s leading providers of individual investment and wealth management services and are looking for passionate individuals to help them get there.

About the Role

They are seeking aSales Administratorto join a dynamic and social team in London. This is a fantastic opportunity for someone with strong administrative skills and a keen interest in the financial sector to support both their wealth and asset management sales teams.

Key Responsibilities

Provide administrative support aligned with core processes and procedures. Act as the first point of contact for sales enquiries, managing shared inboxes and liaising with internal and external stakeholders. Maintain and update Salesforce CRM, including reporting and data management. Support the planning and execution of sales visits, client presentations, and marketing campaigns: Arrange travel and accommodation Prepare and dispatch presentation materials Manage CRM invite and attendee lists Produce CPD certificates Assist with ad hoc tasks such as organising team events and minute-taking. What We’re Looking For

Minimum1 year of administration experience

Proficiency inMicrosoft Office(Word, Excel, PowerPoint – intermediate level) Strong organisational and time management skills Excellent communication and interpersonal abilities

High attention to detail and accuracy

Calm under pressure and adaptable to changing priorities

GCSEs (grades 9–5) in Maths, English, and Science (or equivalent)

Familiarity with Salesforce and an understanding of the financial services sector is a plus

Life at This Company

Our client is building a diverse, inclusive, and supportive workplace where everyone can thrive. They offer meaningful work, opportunities for growth, and a culture that values integrity, collaboration, and client service.

They welcome applicants from all backgrounds who share their values and are passionate about making a difference.