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Discretionary Sales Support

Posted 10 March by M&G Featured Ended

M&G Investments

We are not your average financial services firm and our unique culture is just one aspect that makes us stand out from the crowd. We offer a supportive environment that encourages innovation and creativity whilst maintaining a healthy lifestyle balance. You will be joining one of Europe’s leading Investment Management firms where you can expect real responsibility and recognition from day one. We are large enough to offer a wide variety of career opportunities, whilst small enough to treat you as an individual and tailor training and development to your specific needs.


As Sales Support, you will be primarily responsible for assisting with all elements of Sales Support within the Discretionary Sales Team. You will be managing all daily administration & sales requirements for a regional Sales team including direct 1-1 support for a Regional Sales Director and Client Relationship Manager. In addition manage sales & administration requests from Discretionary clients.

Your responsibilities will be

• Assisting in the organisation of corporate functions / seminars / internal functions and producing all pre-meeting data.
• Maintenance of electronic management and contact system.
• Assistance in the preparation of presentations for external and internal clients – printing and binding.
• Assist with the organisation of the RSD and CRM’s travel.
• Interaction with other departments within M&G including Marketing and Operations.
• Client contact as required.
• Assist in the completion of detailed fund questionnaires.
• Complete monthly expenses for the RSD’s.
• Ensure timely payment of invoices and record these electronically.
• Assist in the collations of the team Sales figures.
• Ad hoc marketing tasks where appropriate.
• Ad hoc office tasks where appropriate.
• Provide cover when other sales supports are on annual leave / out of the office

What we are looking for

We are looking for you to have similar experience in a busy, varied, team support position. You will need to be proficient in MC office with knowledge of Excel and Power Point; knowledge of salesforce and industry experience will be an advantage but is not essential.

We are looking for you to be a team player with a willingness to ‘muck in’ and is enthusiastic and open to learning. You will need the ability to be able to work well under pressure and take ownership and responsibility of issues. You will need excellent communication skills and a flexible approach to your work.

M&G is committed to a diverse and inclusive workplace. Our role as an employer is very simple – to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences.

We welcome applications from individuals who have taken an extended career break, and we are willing to consider flexible working arrangements for all of our roles.

Reference: 34337423

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