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Date Added: Wed 01/09/2021

Sales Support Administrator

Godalming, UK
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Job Type: Permanent, FullTime

Salary: £22000 - £25000/annum

Our client is looking for sales support, this is an exciting opportunity for an articulate, business orientated individual to join the business development team in a support role.

Benefits include

25 days holiday, free car parking, contributory pension scheme, health care scheme, help with exams through time off for study and with exam costs and study material.

Key responsibilities:

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 adviser

* 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

* Logging copies of all invoices and maintaining department budget records

* Supporting Sales & Marketing Director, as required

Working hours:

Monday to Friday, 9.00am to 5.30pm - 37.5 hours, however occasional work in some evenings or weekends to attend events may be required.

Skills/Experience required:

* Minimum 6 months experience in an office-based role

* 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


* Requirement to study towards and pass a general financial services qualification

* Full study material and support available

If you have not heard back within the next 5 working days, then unfortunately on this occasion you have not been successful
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