Sales Administrator

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Sales Administrator

Department: Group Distribution

Location: London

Contract Type: Permanent  

Reporting to: Natalie Cuomo

The Role

To work as part of the sales admin team, providing administrative support for both the wealth and asset management sales team. 

Outcomes of the Role

• Work closely with the sales support teams and other key stakeholders to provide administrative support in alignment with core processes and procedures.
• Act as the initial escalation point for wealth and asset management enquiries by monitoring shared email inboxes. Liaise with key stakeholders including the operations teams, external administrators and sales support to ensure queries actioned efficiently.
• Be a proficient user of Salesforce, able to manage data updates, reporting and support colleagues with requests and issues.
• Work with key stakeholders to provide administrative support for the planning and execution of sales visits, client presentations and larger sales/marketing campaigns, tasks include:
  • Manage travel and hotel bookings
  • Print, bind and send presentation materials and required sales collateral
  • Manage CRM requirements including the provision of invite and attendee lists
  • Produce CPD certificates for event attendees
• Assist with ad hoc requests to support the sales strategy including organising staff/team events and minute taking.

Knowledge, Skills and Experience

• Use of Microsoft Word, Excel and PowerPoint to an intermediate level.
• Excellent organisation and time management skills.
• Good telephone manner.
• High levels of attention to detail and accuracy.
• Calm under pressure and able to take a flexible approach to tasks and prioritisation of workload.
• Able to communicate effectively at all levels both internally and externally
• Knowledge of regulatory environment in which we operate
• Understanding of the products and services Rathbone provide
• Can work independently but enjoys being in a team environment.
• 1 year’s previous administration experience is required. Candidates must be able to use Microsoft Office at an intermediate level and demonstrate an interest in working in the financial sector.
• GCSE grades 9-5 in Maths, English and Science (or equivalent)

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 recruit@rathbones.com to let us know what adjustments you may need.