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Sales Support Specialist

Geplaatst 23 mrt. 2024
Werkervaring
0 tot 1 jaar
Full-time / part-time
Full-time
Functie
Soort opleiding
Taalvereiste
Engels (Vloeiend)

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Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £36 billion of funds under direction (as at June 2019) on behalf of over 5,700 advisers and 173,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7.

We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for the last ten consecutive years (2010-2019), once again topping major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2019 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser’s 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards, and our 2019 haul so far includes Professional Adviser's Best Platform for Advisers (AUA over £20bn) and Professional Paraplanner's Best Platform award.

The Role

As the Sales Support Specialist you will support the sales team, ensuring all critical actions are completed in a timely manner. You will foster and strengthen relationships with existing Financial Advisers and their staff as well as providing immediate Transact Online (our investment administration platform) assistance to all of our clients, including financial advisers, Discretionary Investment Managers (DIMs), investors and networks.

Other responsibilities include:

Sales Support

  • Recognising, qualifying and forwarding sales leads to the sales team.
  • Undertaking regulatory checks on our adviser community, such as the “no longer authorised” report.
  • Supporting advisory professionals, DIMs and investors via our Live Chat and Co-Browse functions.
  • Keeping financial adviser’s information up to date including change of address, bank details and company names.
  • Assisting with the coordination and the attending of the Transact regional adviser events, conferences and award ceremonies.
  • Understanding in detail, the DIM proposition on Transact, so that you can support any new business queries from advisory professionals and also be the point of contact for our DIM users. This includes having a detailed understanding of MiFID II DIM reporting requirements.

Administration

  • Creating and maintaining new adviser firms, advisers, secondary users, DIMs, Networks, Appointed Representatives, Trading Styles and Remote Data Service companies.
  • Creating and unlocking passwords and sending out password letters to our users to enable them to log in to Transact Online.
  • Completing adviser and DIM Due Diligence questionnaires
  • Producing MI for the Sales Team and Management
  • Dealing with literature requests from advisers and their staff.

Requirements

The Sales Support Specialist role would be ideal for someone who has previous sales support experience providing assistance to a field based business development team ideally within financial services. Experience working with wrappers and investments such as Pensions, ISA’s, Unit Trusts, Bonds, and OEICS is essential for this role. You will have strong communication skills and the ability to build and maintain relationships with financial advisers. Ideally you will be working towards the CISI Investment Operations Certificate (IOC) qualification or similar.

Transact is the leading independent investment wrap platform in the UK. First established in 2000 we have over 166,000 client investment portfolios ( as at 30th September 2018) and £34.4 billion of funds under direction (as at 31st March 2019). Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE…


Transact is the leading independent investment wrap platform in the UK. First established in 2000 we have over 166,000 client investment portfolios ( as at 30th September 2018) and £34.4 billion of funds under direction (as at 31st March 2019). Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index (as at January 2019).

Our service includes an online platform, owned and built by us, and dedicated regional adviser support to bring assets and investments together in a smarter, more tax efficient way.
We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7.

We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for the last nine consecutive years (2010-2018), most recently topping the three major categories of Overall Satisfaction, Overall Investment Capabilities and Overall Adviser Support Services in the 2018 Investment Trends survey.

Transact has won over 80 awards since 2000, including Platform of the Decade (2016) at the UK Platform Awards. Our awards for 2018 included Platforum's Best Adviser Platform over £10bn, Professional Adviser's Best Platform for Advisers (AUA above £15bn) and Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. We also received a 5* Financial Adviser Service award rating in 2018.

We are open minded and work hard to provide financial advisers and investors with real value for money and leading customer service. Our employees have access to a wide range of benefits with a competitive salary, great pension contributions, company-wide bonus scheme, a season ticket loan, qualification sponsorship and private medical insurance.

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