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Sales Administrator

United Kingdom, London 30000.00 - 35000.00 GBP / Year · Job Posted May 28, 2026
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Job Description

Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success.

Job Responsibility

  • Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately
  • AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring
  • Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care
  • Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard
  • Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities
  • Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations
  • Process Improvement - Play an active role in identifying efficiencies and enhancing client experience
  • Team Projects - Support broader initiatives and continuous improvement efforts across the function

Requirements

  • A proactive, 'can-do' mindset with a strong sense of ownership
  • Exceptional attention to detail and organisational skills
  • The ability to remain calm and focused under pressure
  • Strong communication skills and a collaborative approach
  • A genuine interest in financial services (prior experience is beneficial but not essential)
  • Intellectual curiosity and the confidence to ask questions and challenge effectively

What we offer

  • A Culture That Values You
  • Structured Training & Career Development
  • Performance & Progression
  • Opportunity to Make an Impact

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