Sales Assistant, Associate

Are you looking to build your career in sales support within a collaborative, high-performing environment? We're hiring a Sales Support Associate to join our established team and play a key role in driving strong client outcomes and supporting our Sales Executives across the UK.
If you're detail-oriented, proactive, and enjoy working closely with multiple teams, this is a fantastic opportunity to grow your experience within a market-leading organisation.

As a Sales Support Associate, you will be at the heart of our sales function-supporting client engagement, managing key sales processes, and helping ensure the smooth delivery of meetings, events, and reporting.

You will act as a vital link between Sales Executives, internal teams, and clients, making this role ideal for someone who thrives in a dynamic, people-focused environment.

What You'll Be Doing:

Client & Sales Support

• Assist Sales Executives with day-to-day support, analysis, and client follow-up to help maximise external engagement.
• Respond to medium-complexity enquiries from prospective and existing clients.
• Support both the Wholesale and Advisory sales teams.

• Maintain and audit client and prospect databases.
• Gather and analyse sales metrics to support business insights and decision-making.
• Conduct research on financial markets, products, and services.

• Coordinate sales meetings, events, and related logistics.
• Work cross-functionally with internal stakeholders to ensure efficient sales processes.
• Participate in special projects and contribute to continuous improvement initiatives.

• Improve sales and client relationship outcomes by offering insightful recommendations and highlighting strengths and weaknesses of proposed solutions.
• Support regulatory and internal standards by ensuring accurate, consistent data and documentation.

• Undergraduate degree or equivalent combination of training and experience.
• Strong organisational, communication, and analytical skills.
• Ability to collaborate effectively in a fast-paced, team-oriented environment.

• Proven experience in a sales support, client service, or operations role.
• Experience working with CRM systems or client databases.
• Comfort analysing data and producing meaningful insights.

• Be part of a knowledgeable, supportive, and high-performing sales team.
• Work in a hybrid model that supports flexibility and balance.
• Gain exposure to senior stakeholders, client relationship management, and sales strategy.
• Build valuable experience that opens doors to future opportunities across the business.