Bruin
Sales Support
London, United Kingdom
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Ref: 40419
We are partnering with a globally recognised investment management firm is looking for an ambitious and results-driven Sales Support to join their UK Advisory sales team on an initial 14 month maternity cover basis. This business pride themselves on the long tenure and retention of staff in the business, and there is a chance this opportunity could be extended or made permanent for the right individual. This is a fantastic opportunity for a motivated individual to play a key role in supporting the Head of UK Sales to help drive business growth.
The successful candidate will be involved in:
- Working closely with Sales Directors to manage client territories, making client calls, and providing insights on product offerings
- Developing and nurturing relationships with financial professionals to encourage sales growth and asset retention
- Proactively identifying and pursuing new business opportunities while maintaining existing client connections
- Responding to client inquiries regarding financial data, market conditions, and fund performance
- Overseeing smaller accounts, guiding them through the full sales cycle
- Coordinating sales initiatives, including meetings, conference calls, and strategic business development efforts
- Ensuring all sales literature, marketing materials, and necessary documentation are provided to clients in a timely manner
- Keeping CRM systems updated with client interactions and sales activity to track engagement effectively
The ideal candidate will have:
- Previous experience in the financial services sector, preferably in sales support or client service role
- Holds full IMC or CISI Level 4 qualifications
- A self-starter with excellent organisation and planning skills who thrives in an independent working environment
- Strong communication and presentation skills, with the ability to establish rapport with financial professionals
- A proactive, results-oriented mindset with a demonstrated ability to build and maintain client relationships
- Experience with Salesforce or similar CRM systems is highly advantageous.
To find out more, please apply here or email Chris at Christopher.rolfe@bruinfinancial.com.
Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.