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We have a fantastic opportunity available for a Sales Support to join our Intermediaries – Business Development division in either London or the South West. In this role you will provide proactive relationship management with Intermediary firms, assist Business Development functions, to work with the local Brewin Dolphin offices, Investment Managers and contribute to the team delivery of annual AUM growth in the Intermediary market.
Job Responsibility:
To proactively make calls, send emails and manage outbound campaigns and appropriate inbound enquiries from Advisers
To ensure all key Adviser data and activity is captured and updated on our internal systems
To act as a liaison between BDMs, Advisers and Investment Managers
To attend Adviser meetings with BDMs ensuring all required documentation is prepared in advance, together with any logistical planning
To research Adviser firms, including the use of Financial Clarity data, Linkedin, websites, etc
Undertake regular strategy meetings with BDMs to plan, discuss and organise activities
Co-ordination of the distribution of regular communications to Advisers
External and internal event planning and organisation with attendance when required
To identify new sales opportunities and pass these through to the Sales team
To support all new IFA relationships and assist with account opening and ongoing servicing
To support the BDMs and in turn, the channel with business retention
To provide consistent delivery and good client outcomes in accordance with RBC BD values, policies and regulatory requirements
Requirements:
Proven experience of working within a sales team and good working knowledge of the Adviser market
Experience using Financial Clarity and FE Analytics (or equivalent) and MS Excel
Professional industry qualifications or working towards CII or CISI
Excellent written and oral communication skills
Nice to have:
Good knowledge of RBC BD investment propositions
Good knowledge of key regulatory and financial issues
An understanding and use of internal client data management and record keeping systems
What we offer:
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team