Sales Support - Financial Services
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| Job Type | Permanent Full Time |
| Area | Surrey, UK |
| Sector | Financial Services |
| Salary | up to £25,000 |
| Start Date | ASAP |
| Advertiser | Lloyd Recruitment |
| Telephone | 01372818299 |
| Job Ref | LO 11177 |
- Description
- Sales Support – Financial Services
This is an exciting opportunity for an articulate, business orientated individual to join the business development team in a sales support capacity.
This is a fully office based position, Monday to Friday, 9.00am to 5.30pm (37.5 hrs a week)
To £25,000 ** Based in Godalming ** 25 days holiday ** Free onsite car park ** Contributory pension scheme ** Health care scheme ** Professional qualifications study support (Inc. study leave, exam costs, study material) ** Career progression opportunities **
As a member of the Sales & Marketing team, you will be expected to provide support to the business development team as necessary in order for the sales & marketing plan to be executed successfully.
Duties to include:
Checking and coordinating new business applications/paperwork and submitting to the administration teams
Liaising with the business development and technical teams to ensure application information is accurate and recorded
Ensuring all correspondence is scanned and referenced
Taking telephone calls from various introducers, Business Development team members and other staff as required
Following up necessary actions to support new business for the Sales & Marketing team
Monitoring central email mailbox
Sending out application paperwork as required
Updating and maintaining database records
Organising online access requests for clients and advisers
Assisting with seminar and event organisation- preparing invitations, booking venues, coordinating logistics and collating post event feedback
Creating PowerPoint presentations
Completing due diligence reports and surveys
Maintaining compliance register and obtaining appropriate compliance reviews
Skills/Experience required:
The client is keen to receive applications from those looking to build, or further develop a career within the financial services industry. The role could suit a fresh graduate looking to commence their professional career, or someone who has gained at least 6 months experience in an office-based role.
The role will involve liaison with HNW clients and financial advisers therefore an excellent telephone manner and first class communication and interpersonal skills are essential.
A high level of attention to detail and accuracy
Ability to multi task
Numerate, with good Microsoft Office skills
Articulate, with ability to speak to high net worth individuals and senior level staff
Good team player with excellent communication skills
NB:Unfortunately, due to the high level of applications received by Lloyd Recruitment Services, we are only able to contact shortlisted.
