Job Title

Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Job Title: Sales Support Specialist Department: Distribution Location: London Contract Type: Permanent Reporting to: Sales Support Manager The Role To work as part of the sales support team, providing proactive support and sales enablement to the Private Client channel. The candidate will work closely with the key stakeholders of Rathbones including the business directors, marketing, operations and compliance teams, to help achieve the sales targets and business objectives. Outcomes of the Role Work with the Private Client 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 Understanding of the products and services Rathbones provide 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 environment in which we operate Understanding of the competitive environment in which we operate Experience working in a similar role in Financial Services/the wealth management industry Relevant industry qualification TPBN1_UKTJ