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Sales Support Administrator

4 months ago

Reading, United Kingdom Dynamic Planner Full time

**About Dynamic Planner**:
Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency, and demonstrate value to their clients.

Advisers use Dynamic Planner to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, and to match them with suitable investment opportunities.

We have a core product which is configured and used by thousands of financial advisers.

**Role Purpose**:

- To support the business development (sales), marketing and client success team with all administrative elements of the sales and demonstration process
- To support all sales collateral required along the pipeline to close within the SME, large and enterprise space

**Key Responsibilities**:

- Understand and document the sales processes alongside people and technology
- To aid reporting using people and technology from all sales and client success team to senior managers and executives
- Own and create sales collateral for all sales and client success teams working alongside marketing
- To aid the sales, marketing and client success / account management process as required from an administration perspective
- To assist with all presentation and demonstration collateral in a moment by moment basis in each client presentation
- To ensure all sales collateral in word and video format is updated and relevant
- Working with all business development representatives

**KPIs and Measures**:

- Sales collateral accuracy
- Sales administration timely and accurate
- Systematic messaging achieved across all business development areas

**Key Stakeholders**:

- Clients & Prospects
- Head of Business Development SME
- Sales, Marketing & Client Success
- Finance & Legal
- Investment Services & Product

**Competencies (knowledge/skills/experience)**:

- Financial Service background an advantage
- Attention to detail
- Ability to manage multiple projects and stakeholders
- Errorless written communication skill
- Excellent command of the English language
- A keen interest in marketing and customer delight
- Microsoft PowerPoint
- Salesforce
- DocuSign

**Education & Qualifications**:

- N/A

**Job Type**: Part-time
Part-time hours: 22.5 per week

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Additional leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Discounted or free food
- Employee discount
- Flexitime
- Gym membership
- Life insurance
- Referral programme
- Sick pay
- Store discount
- Wellness programme
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Reading: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Reading