Distribution Sales Support

Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin's birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio services, property financing and renewable energy. As an environmental, social and governance (ESG) investor, we work for a positive impact. We're proud to be entrusted with over £950 million in assets under management.

Here at Blackfinch, we are excited to be recruiting for a meticulous, data-hungry individual to join our sales team as a Distribution Sales Support colleague.

As well as supporting the sales (distribution) team, this role will additionally provide support to the Events and Client Excellence Teams. You will be providing a professional and courteous service to our external adviser clients and supporting the External Business Development Managers, through an efficient and structured approach. Blackfinch are proud of the career progression opportunities available. This role could, in time, develop into an Internal Business Development Manager role if this is the career route you would like to explore.

Key Accountabilities

• Book meetings, provide illustrations, escalate technical queries and follow up on outstanding queries via the telephone.
• Maintain and build relationships with new and existing Advisers via telephone and email (dealing with both inbound and outbound enquiries, at times.)
• Complete follow up meeting requests by booking follow up meetings with known advisers updating both the Client Relationship Management (CRM) system and Outlook calendars.
• Supporting External Business Development Managers and Senior Business Development Managers with administrative tasks.
• To gather data for strategic contact lists and for analysis by other Distribution Team members.
• To support the Director, Distribution Operations and provide reports when required.
• To assist Client Excellence and the Events Manager when required.
• To seek out ways to improve knowledge, skills and processes.
• Supporting our events colleagues with preparation and follow up tasks

Skills & Experience

• Previous office and administrative experience, ideally within sales support.
• Previous experience of working with data and using Microsoft Excel to a high standard.
• Previous experience using Power BI and Hub Spot would be desirable although not essential as full training will be provided.
• You will have a high level of attention to detail and work in a structured and methodical manner.
• You understand data, its importance and how it can be analysed.
• You will have an excellent telephone manner and able to communicate in an engaging way on the telephone

Culture & Leadership Values

• The ideal candidate will have a friendly and professional "can do" attitude with the ability to take the initiative when necessary.
• You work well in a hybrid environment (both in an office space and remotely).
• Adaptable to change and positive when engaging in new or challenging situations.
• Keen to support others with a variety of tasks and confidently engage with interlinked departments.

Essential Qualifications & Requirements

• Good level of secondary education.
• Previous office and administrative experience, ideally within sales support.
• Previous experience of working with data and using Microsoft Excel.
• To either hold or be prepared to achieve during your first 6 months the CF1 or R01 qualification (on a sponsorship basis).

If you believe you have the skills and experience for this role, we would be very interested to hear from you.

Please note, this role is based in the Gloucester office for 3 days per week, home based for the remaining 2 days.

We reserve the right to close the vacancy early, should we receive sufficient applications.

Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.