Distribution Sales Support

Blackfinch Group; Gloucester; Hybrid; GBP 28,000; Full time

Job summary

A leading financial services company based in Gloucester is seeking a Distribution Sales Support colleague. In this hybrid role, you will provide professional support to clients and teams, handling inquiries and data management. The ideal candidate should possess strong administrative skills, adaptability, and a commitment to professional growth. Opportunities for career advancement are available. The salary for this position is £27,500, with flexible working options.

Qualifications

• Experience in sales support or administrative roles.
• High proficiency in Microsoft Excel.
• Desirable experience with Power BI, full training available.

Responsibilities

• Book meetings and manage communications with advisers.
• Support External Business Development Managers with tasks.
• Gather data for strategic analysis and reporting.

Skills

Office and administrative experience

Data analysis

Excellent telephone manner

High attention to detail

Friendly and professional attitude

Ability to work in a hybrid environment

Adaptability to change

Education

Good level of secondary education

CF1 or R01 qualification (or willingness to achieve)

Tools

Microsoft Excel

Power BI

Hub Spot

Job description

Job Summary

As Distribution Sales Support colleague you will provide support to the Distribution, Events and Client Excellence Teams. You will be providing a professional and courteous service to our external adviser clients and supporting the External Business Development Managers, through an efficient and structured approach.

Blackfinch are proud of the career progression opportunities available. This role could, in time develop into an Internal Business Development Manager role.

Key Responsibilities

• Book meetings, provide illustrations and follow up on outstanding queries via the telephone.
• Maintain and build relationships with and existing Advisers via telephone and email (dealing with both inbound and outbound enquiries, at times.)
• Complete follow up meeting requests by booking follow up meetings with known advisers updating both the Client Relationship Management (CRM) system and Outlook calendars.
• Supporting External Business Development Managers and Senior Business Development Managers with administrative tasks.
• To gather data for strategic contact lists and for analysis by other Distribution Team members.
• To support the Director, Distribution Operations and provide reports when required.
• To assist Client Excellence and the Events Manager when required.
• To seek out ways to improve knowledge, skills and processes.
• Supporting our events colleagues with preparation and follow up tasks.

Skills & Experience

Previous office and administrative experience, ideally within sales support.

• Previous experience of working with data and using Microsoft Excel to a high standard
• Previous experience using Power BI and Hub Spot would be desirable although not essential as full training will be provided.
• You will have a high level of attention to detail and work in a structured and methodical manner.
• You understand data, its importance and how it can be analysed.
• You will have an excellent telephone manner and be able to communicate in an engaging way on the telephone.
• The ideal candidate will have a friendly and professional “can do” attitude with the ability to take the initiative when necessary.
• You work well in a hybrid environment (both in an office space and remotely).
• Adaptable to change and positive when engaging in new or challenging situations.
• Keen to support others with a variety of tasks and confidently engage with interlinked departments.

Essential Qualifications & Requirements

• Good level of secondary education.
• To either hold or be prepared to achieve during your first 6 months the CF1 or R01 qualification (on a sponsorship basis).

We reserve the right to close the vacancy early, should we receive sufficient applications.

Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.

Location Gloucester / Hybrid Salary £27,500 Application Deadline Tuesday, January 13, 2026