Sales Support Executive

Location:Godalming, Surrey
Salary:Up to £28,000 per annum
Sector:Admin and Secretarial

Our client has an exciting opportunity for a Sales Support Executive. As a member of the Sales & Marketing team, you will be expected to provide support to the business development team as necessary in order for the sales & marketing plan to be executed successfully.

Key responsibilities:

  • Checking and coordinating new business applications/paperwork and submitting to the administration teams
  • Liaising with the business development and technical teams to ensure application information is accurate and recorded
  • Ensuring all correspondence is scanned and referenced
  • Taking telephone calls from various introducers, Business Development team members and other staff as required
  • Following up necessary actions to support new business for the Sales & Marketing team
  • Monitoring central email mailbox
  • Sending out application paperwork as required
  • Updating and maintaining database records
  • Organising online access requests for clients and advisers
  • Assisting with seminar and event organisation- preparing invitations, booking venues, coordinating logistics and collating post event feedback
  • Creating PowerPoint presentations
  • Completing due diligence reports and surveys
  • Maintaining compliance register and obtaining appropriate compliance reviews
  • Logging copies of all invoices and maintaining department budget records
  • Supporting Sales & Marketing Director, as required

Skills/Experience required:

  • Minimum 6 months experience in an office-based role
  • Ability to multi task
  • Numerate, with good Microsoft Office skills
  • Articulate, with ability to speak to high-net-worth individuals and senior level staff
  • Good team player with excellent communication skills
  • Requirement to study towards and pass a general financial services qualification
  • Full study material and support available.

Working hours:

Monday to Friday, 9.00am to 5.30pm – 37.5 hours, however occasional work in some evenings or weekends to attend events may be required.

Benefits include:

  • Free car parking,
  • Contributory pension scheme,
  • Health care scheme,
  • Help with exams through time off for study and with exam costs and study material.


If you have not been contacted within 5 working days, then unfortunately on this occasion your CV

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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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