Job Title: Sales Administrator
\nLocation: London - Hybrid 3:2

\n\n

Our client has been trusted for generations to manage and preserve their clients’ wealth. They are one of the UK’s leading providers of individual investment and wealth management services and are looking for passionate individuals to help them get there.

\n\n

About the Role

\n\n

They are seeking a Sales Administrator to join a dynamic and social team in London. This is a fantastic opportunity for someone with strong administrative skills and a keen interest in the financial sector to support both their wealth and asset management sales teams.

\n\n

Key Responsibilities

\n\n

Provide administrative support aligned with core processes and procedures. Act as the first point of contact for sales enquiries, managing shared inboxes and liaising with internal and external stakeholders. Maintain and update Salesforce CRM, including reporting and data management. Support the planning and execution of sales visits, client presentations, and marketing campaigns: Arrange travel and accommodation Prepare and dispatch presentation materials Manage CRM invite and attendee lists Produce CPD certificates Assist with ad hoc tasks such as organising team events and minute-taking. ✅ What We’re Looking For

\n\n

Minimum 1 year of administration experience

\n\n

Proficiency in Microsoft Office (Word, Excel, PowerPoint – intermediate level) Strong organisational and time management skills Excellent communication and interpersonal abilities

\n\n

High attention to detail and accuracy

\n\n

Calm under pressure and adaptable to changing priorities

\n\n

GCSEs (grades 9–5) in Maths, English, and Science (or equivalent)

\n\n

Familiarity with Salesforce and an understanding of the financial services sector is a plus

\n\n

Life at This Company

\n\n

Our client is building a diverse, inclusive, and supportive workplace where everyone can thrive. They offer meaningful work, opportunities for growth, and a culture that values integrity, collaboration, and client service.

\n\n

 

\n\n

They welcome applicants from all backgrounds who share their values and are passionate about making a difference.

\n\n

 

\n\n

 

\n\n