Fund Sales Specialist

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Actively seek, identify, and secure new fund sales opportunities with intermediaries, discretionary investment firms, and gatekeepers based in the UK, ensuring the generation of profitable business flows.

• Maintain a robust pipeline of realistic and high-quality prospects and leads, ensuring it is regularly updated and focused on key accounts and opportunities.

• Achieve ambitious sales targets and key performance indicators (KPIs).

• Have a clear understanding of the tax and operational structures utilized by intermediaries, including Pensions, ISAs, Bonds, GIAs, Trusts, and Platforms.

• Present TrinityBridge’s comprehensive fund range in an engaging manner and remain informed about all funds and investment strategies.

• Conduct oneself in a professional and compliant manner at all times.

• Work closely with the Account Manager and Account Director to formulate a targeted sales plan.

• Keep abreast of regulatory requirements (FCA, Consumer Duty) impacting fund distribution.

• Stay informed about current regulatory practices.

⛳️ Requirements

• At least five years of experience in the retail and professional financial services sector, with a well-established network of contacts and relationships.

• Proven success in selling investment management/financial products within the UK intermediary/DFM market.

• Exceptional organizational skills with the ability to manage multiple tasks simultaneously.

• Resilience and the capability to meet a variety of challenging targets.

• Ability to demonstrate teamwork as well as self-sufficiency and independence.

• Openness to being empowered and supported to achieve results and be accountable for outcomes.

• Comprehensive knowledge of the UK wealth management sector and the financial adviser/intermediary landscape, along with awareness of broader industry trends, including the current retirement landscape.

• Solid understanding of investment principles and how advisers and intermediaries utilize investment funds, products, and services to achieve favorable client outcomes.

• Familiarity with the regulatory environment to ensure business is conducted in a compliant manner, resulting in positive client outcomes.

• Ideally holds a qualification at QCA Level 4 or higher.

• Highly motivated with the flexibility to travel throughout the UK.

🏝️ Benefits

• A diverse array of inclusive benefits that supports a healthy balance in all aspects of life.

• Commitment to the personal and professional growth of our team members, fostering a sense of belonging and community.