Sales Operations

England, London, West End
Up to £28000 per annum
19 Oct 2018
25 Oct 2018
AU191018E
Recruitment
Administrator
Banking / Finance
Permanent
Full Time

A fast growing UK fund investment company are looking for someone to join their team within Sales Operations. The successful candidate will provide team support across the Sales Support Team, Adviser Operations Team and the Onboarding Team, this includes all pre and post-sale support and assistance to the sales team. You will be expected to provide various tasks across the business and react quickly to requests and are proactive to ensure opportunities are not missed.

Responsibilities:

  • Providing administrative support such as writing up meeting notes, sending out literature, creating illustrations and providing excellent service to clients
  • Overseeing the successful take on of new clients and new investments including setting up client accounts, processing new business, performing regulatory checks, overseeing the receipt of funds and ensuring portfolios are activated for dealing
  • Assisting with the alignment of records with the FCA Register and other MI sources by daily database maintenance and ensuring accuracy of data is imputed into the system whilst responding to queries and investigations, and ensuring accuracy of adviser charging commission payments
  • Responding to requests and queries from Advisers, Clients and internal staff by letter, email and telephone
  • Producing client illustrations within agreed timescales
  • Assisting the Events Manager with post event follow up tasks
  • Capturing and processing client details and instructions from application forms
  • Reviewing various daily reconciliations sent from Reconciliations Team
  • Facilitating Online Portal Access for Advisers or Company Admins

Essential Skills and Experience:

  • A minimum of 2+ years administration experience, ideally within financial services
  • Must have a background in improving processes
  • Must be approachable and work well in multiple teams
  • Ensure accuracy and adherence to timescales in all tasks
  • Strong attention to detail and/or data entry experience
  • Strong oral and written communication skills
  • A willingness to take ownership and coordinate between internal/external customers
  • Prior experience of dealing with customers on the telephone
  • Prior knowledge of regulatory requirements surrounding anti-money laundering (AML), Client Money (CASS), ISA rules and subscription limits/restrictions
  • Knowledge of Microsoft Office products, in particular Excel
  • Experience in a high volume Invoicing or Accounts role would be advantageous

If you feel that you fit the above criteria then please apply today by submitting your CV to us. Please note due to the high volume of applications that we receive only successful applicants will be contacted.


We will process your CV and personal information to assess your suitability for the role. If we wish to consider you further, we will register your personal information in our database once we have contacted you. We may contact you from time to time about other relevant roles. Your personal information will be securely held. For more information please refer to
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