Sales Support

Salary:£22,000 - £25,000
Sector:Sales & Customer Services

Our client is looking for sales support, this is an exciting opportunity for an articulate, business orientated individual to join the business development team in a support role.

Key responsibilities:

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.

Duties to include:

  • 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 adviser
  • 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

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.


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.

If you have not heard back within the next 5 working days, then unfortunately on this occasion you have not been successful.

Apply now

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