Sales Support
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| Job Type | Permanent Full Time |
| Location | Godalming |
| Area | Surrey, UK |
| Sector | Financial Services Office Support Sales |
| Salary | 22,000 - 25,000 |
| Start Date | |
| Advertiser | Kim Williams |
| Job Ref | LO9664 |
- Description
- Lloyd Recruitment Services are working on behalf of an award winning financial services provider who are keen to recruit an articulate, business orientated individual to join their business development team.
The primary function of the role will be sales support while the successful candidate learns the sector and familiarises with client base.
The role is varied and includes some marketing aspects too. As the successful candidate becomes more experienced they will have the opportunity to be involved in managing/developing external relationships to increase new business with the ultimate aim of having their own target. This will initially be an internal role but external meetings may be needed in the future, therefore a confident self-motivated individual is essential.
Initial Responsibilities
• Completing due diligence reports & surveys from Financial Advisers
• Various new business MI
• Maintaining financial promotions register for Compliance reasons
• Sending articles written by & financial publications
• Customer Satisfaction Questionnaires - collating data
• Writing minutes for marketing meetings
• Updating website - GAD rates, updated literature
• Helping with seminars - invites, booking venues, attending, cpd certs
• Keeping track of invoices, updating team Budget spreadsheet
• Updating literature
• Checking and coordinating new business applications/paperwork and submitting to then admin team.
• Maintaining introducer database
• Preparing SIPP illustrations
• Taking/fielding phone calls
• Organising online access for clients & advisers
• Ordering stationery
• Reading / google alerts, financial publications looking for references
• Liaising with design companies
• Monitoring Enquiries mail box
Experience / Personal Attributes Required
• Experience in an office based role - essential
• Ability to multi task
• Numerate with intermediate Microsoft office skills
• Articulate with ability to speak to high net worth individuals and senior level staff
• Commercially aware and success driven
• Financially motivated
• Graduate in Business Management would be highly desirable
• Good team player with excellent communication skills
NB: Due to the high level of applications received by Lloyd Recruitment Services Ltd, we are unfortunately only able to contact shortlisted applicants.
KEYWORDS: Sales Support; Sales Administrator; Sales; Sales Focussed; Self Motivated; Godalming; Guildford; Farnham; Aldershot; Dorking; Horsham
