Role Responsibilities

The role is split between satisfying ad-hoc requests and the following regular tasks:

  • Planning and diarising upcoming work regarding producing presentations for external client meetings
  • Assistance in the production of sales materials eg. building presentations
  • Using Salesforce - Client Relationship Management (CRM) data management and data uploading
  • Assist strategy team - the sales team is expanding globally and researching new potential markets is an ongoing requirement and will provide the successful candidate with great exposure to the Global Head of Distribution
  • General team organisation and miscellaneous administrative tasks
  • As the individual’s investment knowledge increases they will have the opportunity to progress into a full time sales support focused role where the individual will be solely responsible for building presentations for sales directors.


It is expected that the successful candidate will display the following qualities:

  • Achieved or predicted a minimum of 96 UCAS points (240 old UCAS tariff), or equivalent
  • English and Maths GCSE at grade C or above
  • Keen to start a career in a financial services environment
  • Highly motivated, enthusiastic and driven to succeed.
  • Excellent written and verbal communication skills
  • High level of accuracy and attention to detail
  • An approachable, positive “can do” attitude
  • Proactive in learning new skills
  • Willingness to take part in further qualifications post Apprenticeship



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