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The Great Opportunities

Managing Structured Products requires a keen interest in Finance. From our offices in London, Paris and Luxembourg, our talented people work hard every day to find innovative solutions, create value, and push boundaries.

Sales Support Associate

Posted on : April 20, 2018

Overview

London and Paris based Structured Products specialist Hilbert Investment Solutions are looking for a Sales Support Associate to join their UK team, based at their City of London offices.

Reporting into the UK Management Team, this is a key position in the day to day running of the business.

Key Responsibilities

Daily functions:

  • Handling telephone and email enquiries from Clients and IFAs, ensuring all queries are responded to in an efficient, professional and timely manner
  • Running AML checks
  • Providing ad hoc administrative support to our teams in UK & France, as required
  • Ensuring sales pipeline is kept up to date
  • Attending sales meetings and reporting on activity 
  • Delivering data and status reports for previous week’s/month’s activity
  • Competitor analysis- ensuring the team are updated with current offerings from our competitors
  • Contributing to the product sign off process
  • Cold calling the Hilbert database, Internet research & other sources for relevant target contacts 
  • Contacting ‘Potential UK IFA Clients’ by phone and email
  • Driving business through lead generation to the Senior UK Team members
  • Maintaining and updating the sales database
  • Keeping track of sales targets
  • Scheduling client meetings
  • Assisting with ad-hoc IFA/platform queries
  • Handling valuation requests
  • Assisting the team with tailoring the database to suit their needs
  • Providing assistance with online portal queries

Experience

The ability to demonstrate success within a Sale Support/Client Service role would be highly advantageous.

In addition, Financial Services knowledge from either a wrap platform of SIPP provider background would be a distinct benefit.

Responsibilities

Key Responsibilities
Daily functions:
• Handling telephone and email enquiries from Clients and IFAs, ensuring all queries are responded to in an efficient, professional and timely manner
• Running AML checks
• Providing ad hoc administrative support to our teams in UK & France, as required
• Ensuring sales pipeline is kept up to date
• Attending sales meetings and reporting on activity 

• Delivering data and status reports for previous week’s/month’s activity
• Competitor analysis- ensuring the team are updated with current offerings from our competitors
• Contributing to the product sign off process
• Cold calling the Hilbert database, Internet research & other sources for relevant target contacts 

• Contacting ‘Potential UK IFA Clients’ by phone and email
• Driving business through lead generation to the Senior UK Team members

• Maintaining and updating the sales database
• Keeping track of sales targets
• Scheduling client meetings
• Assisting with ad-hoc IFA/platform queries
• Handling valuation requests
• Assisting the team with tailoring the database to suit their needs
• Providing assistance with online portal queries
Experience
The ability to demonstrate success within a Sale Support/Client Service role would be highly advantageous.
In addition, Financial Services knowledge from either a wrap platform of SIPP provider background would be a distinct benefit.

Qualifications

Qualifications 

Ideally the candidate will be a graduate, although this is not essential.
Full training will be given to the successful candidate
Skills 

• Self-motivated, methodical and well organized
• Excellent verbal and written communication skills
• Computer literate

• Experienced with Microsoft Office:
o Excel
o Word 

o Powerpoint
• Experienced with Salesforce CRM system, Thompson Reuters EIKON, Super Derivatives would be a bonus
• Able to prioritise and execute tasks from concept through to completion
• Excellent analytical and creative problem-solving skills 

• Strong ability to multi-task across a wide range of activity 

• Logical and efficient, with a high level of attention to detail 

• Commitment to providing excellent client service
• Ability to maintain a positive, friendly and professional attitude within a pressured environment