Sales Support Associate

This Sales Support Associate opportunity is built around sales Enablement: Build meeting packs, prepare presentation/proposals, manage agendas and follow ups. It would suit someone who can bring strong professional approach to the role.

Where the work sits

Day-to-day tasks required to support Advisers and Sales Support team. Client Support and Onboarding: Act as first-line support for advisers/wholesale clients, coordinate onboarding documentation and ensure compliance.

How the role works day to day

Sales Enablement: Build meeting packs, prepare presentation/proposals, manage agendas and follow ups. CRM & Data Hygiene: Maintain accurate CRM records, update opportunities and produce weekly pipeline reports. Leading Handling & Campaign Support: Follow up on marketing-generated leads, qualify and hand off to Business Development Managers.

What helps in this setting

Strong professional approach.

What needs to be in place

• Basic understanding of UK fund distribution and compliance.
• Enable the Intermediaries / Wholesale sales team to deliver growth by removing administration friction, improving speed and elevating partner experience.