Business Development Sales Support
Our Client is one of the UK's leading independent providers of discretionary wealth management. They offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.
They currently need a Sales Support Consultant to provide proactive sales support and assistance to Business Development Managers, enabling them to enhance their growth within the Intermediary market.
The successful candidate will proactively deal with calls, emails and enquiries from Advisers,
ensure all key Adviser data and activity is captured and updated on internal systems
Act as liaison between BDMs, Advisers and Investment Managers, attend Adviser meetings when required, schedule Adviser meetings with BDMs ensuring all required documentation is prepared in advance, together with any logistical planning
Research Adviser firms, including the use of Touchstone data, linked in, and websites
Undertake regular meetings with BDMs, to plan, discuss and organise activities, co-ordinate the distribution of regular communications to Advisers
External and internal event planning and organisation with attendance when required
And identify new sales opportunities and pass these through to the Sales team
You will be qualified to IOC level or equivalent and have experience of working within a sales team and a good working knowledge of the Adviser market