Sales Support Specialist

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 Support Specialist

Department: Group Distribution

Location: London

Contract Type: Perm  

Reporting to: Rosie Bezant

The Role

To work as part of the sales support team, providing proactive support and sales enablement.  The candidate will work closely with the key stakeholders, including the regional sales directors, fund & investment Managers, marketing, operations and compliance teams, to help achieve the sales targets and business objectives.

Outcomes of the Role

• Work with the Business Development Directors to support the execution and review of the sales and distribution strategy,
• Provide reactive and proactive sales intelligence reports and MI in support of sales activity and pipeline management, including management of the CRM (Salesforce)
• Oversee the organisation of client events and sales meetings to ensure Business Development Directors are maximising time with clients
• If required and as directed, proactively follow-up sales activities
• Work with key stakeholders to oversee/produce client reporting and collateral requirements, including client presentation material
• Act as the initial escalation point for client service and operational queries, utilising internal stakeholder teams for query resolution
• Maintain a high level of product knowledge and relevant market insight
• Ensure service is timely, output is of a high quality and risks and issues are mitigated through our service model
• Work with the Proposal team to oversee new business proposals and due diligence requests
• Identify and undertake research on given topics, such as adviser data and competitor analysis
• Provide support and expert assistance with systems and processes including Salesforce and Seismic.

Knowledge, Skills and Experience

•  Detailed understanding of the products and services Rathbones provides. 
• Strong time management and prioritisation skills.
• Ability to develop & maintain positive working relationships. 
• Strong communicator.  
• Systems competence – demonstrates competence in using Company systems including Salesforce.
• Solid understanding of the regulatory and competitive environment in which we operate.
• Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry.

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.