Sales Support Specialist - Private Clients

Rathbones Group Plc; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management firm in London is hiring a Sales Support Specialist to enhance the Private Client channel through proactive support and sales enablement. The role demands understanding financial products, time management skills, and proficiency in Salesforce. Candidates should possess a relevant industry qualification and experience in financial services. The firm fosters a diverse and inclusive workplace, offering meaningful work and career development opportunities.

Qualifications

• Understanding of the products and services offered.
• Ability to maintain positive working relationships.
• Strong understanding of financial services regulations.

Responsibilities

• Support execution and review of sales strategy.
• Provide sales intelligence reports and manage CRM.
• Organize client events and sales meetings.

Skills

Time management

Relationship development

Systems competence

Education

Relevant industry qualification

Tools

Salesforce

Seismic

Job description

Sales Support Specialist – Private Clients

Department: Distribution

Location: London

Contract Type: Permanent

Reporting to: Sales Support Manager

The Role

To work as part of the sales support team, providing proactive support and sales enablement to the Private Client channel. The candidate will work closely with the key stakeholders of Rathbones including the business directors, marketing, operations and compliance teams, to help achieve the sales targets and business objectives.

Outcomes of the Role

• Work with the Private Client Business Development Directors to support the execution and review of the sales and distribution strategy,
• Provide reactive and proactive sales intelligence reports and MI in support of sales activity and pipeline management, including management of the CRM (Salesforce)
• Oversee the organisation of client events and sales meetings to ensure Business Development Directors are maximising time with clients
• If required and as directed, proactively follow-up sales activities
• Work with key stakeholders to oversee/produce client reporting and collateral requirements, including client presentation material
• Act as the initial escalation point for client service and operational queries, utilising internal stakeholder teams for query resolution
• Maintain a high level of product knowledge and relevant market insight
• Ensure service is timely, output is of a high quality and risks and issues are mitigated through our service model
• Work with the Proposal team to oversee new business proposals and due diligence requests
• Identify and undertake research on given topics, such as adviser data and competitor analysis
• Provide support and expert assistance with systems and processes including Salesforce and Seismic.

Knowledge, Skills and Experience

• Understanding of the products and services Rathbones provide
• Strong time management and prioritisation skills.
• Ability to develop & maintain positive working relationships
• Systems competence – demonstrates competence in using company systems including Salesforce.
• Solid understanding of the regulatory environment in which we operate
• Understanding of the competitive environment in which we operate
• Experience working in a similar role in Financial Services/the wealth management industry
• Relevant industry qualification

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] to let us know what adjustments you may need.