Job Title: Sales Support Manager
Department: Intermediary Sales
Location: Bristol
Hours of Work: Monday to Friday 9:00am - 5:00pm
Holiday Entitlement: 25 days plus statutory bank holidays
Role Purpose: The Sales Support Manager will lead and develop a high-performing Sales Support Team within the UK Financial Services sector. This role is pivotal in enhancing client experience, supporting Business Development Managers (BDMs) and driving operational efficiency to enable growth.
Key Responsibilities:
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Manage and mentor a team of Sales Support Executives, fostering collaboration and accountability.
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Oversee first-line support for advisers and wholesale clients, ensuring timely and accurate handling of onboarding, documentation and compliance processes.
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Drive preparation of tailored presentations, proposals and marketing materials.
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Ensure CRM systems are accurate and up-to-date, and monitoring pipeline progress and KPIs.
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Support research and segmentation of target markets, coordinate follow-up on marketing campaigns and schedule meetings for RDs.
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Provide actionable analytics to improve sales effectiveness and client retention.
KPIs & Success Metrics
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Client Satisfaction Scores
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Lead Generation (meetings scheduled)
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Operational Efficiency (time saved for RDs)
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Accuracy of CRM data and reporting.
Knowledge, Skills & Qualifications
Essential Skills:
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Strong knowledge of UK fund distribution and FCA regulations.
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Proficiency in CRM systems and Microsoft Office Suite.
Beneficial Skills:
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Knowledge of Consumer Duty and Operational Risk Management.
Beneficial Qualifications:
Essential Experience:
- Proven experience in team leadership within financial services.
Beneficial Experience:
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Experience in managing hybrid teams.
Essential Personal Qualities:
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Excellent communication, organisational and problem solving skills.
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Analytical mindset with ability to interpret data for decision-making.
Other Entitlements:
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Competitive salary with annual salary reviews
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9% non-contributory pension
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Annual discretionary bonus scheme
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Long Term Incentive Plan (LTIP)
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Private Healthcare Scheme with Dental and Optical Care
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Death in Service at 5x Annual Salary
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35 Hour working week
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Training for IOC and other relevant qualifications
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Study Leave
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Cycle2Work Scheme
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Eye Test Reimbursement
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Your Birthday off
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13 weeks full paid maternity leave
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2 weeks full paid paternity leave
