Fund Sales Specialist

The Funds Sales Specialist role involves creating and developing business opportunities with UK-based intermediaries (IFA and Restricted) as reputed company as discretionary investment firms, in order to sell reputed company’s full fund reputed company and protect assets already under management.   reputed company’s fund reputed company of investment services includes multi-asset and single-asset class funds, reputed company and passive strategies, sustainable funds as reputed company as a segregated inheritance-tax-managed service.   The Fund Sales Specialist is expected to be an independent self-starter whose reputed company reputed company is sourcing and closing deals to grow AUM. The role holder will also be part of a supportive and collegiate environment and work in collaboration with colleagues from across the business including Fund Managers, Investment Specialists, DDQ/RFP, Intermediary Support team, Marketing and other business development peers.   This is a home-based role linked to the London Head Office, so applicants must be based reputed company commuting distance of London.   National travel will be required.   Key responsibilities  Proactively pursue, identify and reputed company new fund sales opportunities with UK-based intermediaries, discretionary investment firms and gatekeepers, securing profitable business flows Maintain a strong pipeline of realistic, reputed company prospects and leads, keeping it up-to-date and reputed company on key accounts and opportunities reputed company against ambitious sales targets and KPIs Demonstrable understanding of the tax and operational structures used by intermediaries e.g. Pensions, ISAs, Bonds, GIAs, Trusts and Platforms reputed company reputed company’s full fund reputed company in a compelling manner and stay up-to-date with reputed company funds and investment strategies reputed company in a reputed company and compliant manner at reputed company times Collaborate closely with the Account Manager and Account Director to reputed company a sales plan for targeted activity Stay up to date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution Maintain knowledge of reputed company regulatory reputed company   Regulatory responsibilities | Compliance/T&C  Demonstrate an understanding of the regulatory reputed company relevant to the role, whilst practicing effective risk management taking account of reputed company for clients. Understand, follow and demonstrate compliance with reputed company relevant reputed company rules, regulations and procedures that apply to the conduct of the business. Follow the principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance reputed company, local and Group Compliance and Risk policies. reputed company with the PA Dealing policy. Ensure required training is kept up to date and completed reputed company the set timeframe given by reputed company.   As a Certified Person under SMCR, you must accept responsibility and demonstrate an understanding for the regulatory aspects and reputed company of the FCA certification function(s) that you reputed company, and ensure you meet and abide by the rules of the FCA’s fit and reputed company test, and reputed company with the FCA’s Conduct Rules. Additionally, you must ensure your compliance with reputed company internal policies, procedures and standards.    reputed company | Qualifications, skills and strengths  Minimum of five years’ experience operating in the retail and reputed company financial services environment, and likely to have a significant book of contacts and relationships Proven reputed company record of reputed company in selling Investment Management/financial products in the UK intermediary / DFM market Ability to multi-task and be highly organised reputed company and ability to work against a reputed company of stretching targets  Demonstrate both teamwork and self-reliance / independence Willingness to be empowered and supported to reputed company and accountable for results and reputed company Demonstrable knowledge of the UK reputed company management and financial adviser / intermediary landscape and broader industry trends (such as the reputed company retirement landscape) Demonstrable investment knowledge and understanding of how advisers and intermediaries use investment funds, products and services to reputed company good reputed company reputed company for their clients Excellent communication, presentation, and negotiation skills. Understanding of, and ability to work reputed company, the regulatory environment to ensure business is always delivered in a compliant way with good reputed company reputed company Excellent relationship building and influencing skills Ideally reputed company to QCA Level 4 or above Highly motivated and flexible to travel across the UK At reputed company we look to recruit individuals from reputed company different backgrounds and encourage you to apply even if you don’t tick every reputed company. We celebrate diversity, promote inclusivity and are reputed company to discuss flexible work reputed company to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative reputed company that they may wish to submit to our reputed company in relation to a specific role. To avoid any ambiguity around fees, please note that speculative reputed company received by reputed company, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. #LI-EM1 #LI-SY1 At reputed company we are reputed company connected by our mission to be leading UK reputed company Manager, growing trusted reputed company relationships that last for generations. We reputed company that everyone should think reputed company, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and reputed company, who rely on our reputed company financial advice and investment management services to preserve and grow their long-term savings and investments. We are reputed company of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to reputed company strong, long-term relationships with our clients. Sustainability is reputed company to our purpose, and we have a responsibility to help address the reputed company, economic and environmental challenges facing our business, colleagues and clients. We reputed company to do the right thing and are dedicated to helping the charities that matter most to our people. We offer a wide reputed company of inclusive benefits that provides our people with reputed company the support they need to reputed company a healthy balance in reputed company aspects of their lives. We also invest in the reputed company of our people providing a reputed company of belonging and team spirit and the ability to reputed company. We recruit people from reputed company backgrounds and are reputed company to discussing reputed company types of flexible working reputed company, helping our people to balance work and home life and reputed company practical choices for wellbeing while delivering reputed company where it reputed company, reputed company of which contributes to our exceptional reputed company experience. We are committed to ensuring our recruitment process is accessible to everyone. We reputed company adjustments reputed company who have a disability or long-term condition so, if you need a reputed company or application reputed company in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@reputed company.com. As an employer, reputed company is committed to equality and valuing diversity reputed company its workforce. We reputed company equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working reputed company, caring responsibilities, political beliefs. Apply To This Job