Sales Support Manager

Job Title: Sales Support Manager

Department: Intermediary Sales

Location: Bristol

Hours of Work: Monday to Friday 9:00am - 5:00pm

Holiday Entitlement: 25 days plus statutory bank holidays

The Sales Support Manager will lead and develop a high-performing Sales Support Team within the UK Financial Services sector. This role is pivotal in enhancing client experience, supporting Business Development Managers (BDMs) and driving operational efficiency to enable growth.

• Manage and mentor a team of Sales Support Executives, fostering collaboration and accountability.
• Oversee first-line support for advisers and wholesale clients, ensuring timely and accurate handling of onboarding, documentation and compliance processes.
• Drive preparation of tailored presentations, proposals and marketing materials.
• Ensure CRM systems are accurate and up-to-date, monitoring pipeline progress and KPIs.
• Support research and segmentation of target markets, coordinate follow-up on marketing campaigns and schedule meetings for RDs.
• Provide actionable analytics to improve sales effectiveness and client retention.

• Client Satisfaction Scores
• Lead Generation (meetings scheduled)
• Operational Efficiency (time saved for RDs)
• Accuracy of CRM data and reporting

• Strong knowledge of UK fund distribution and FCA regulations.
• Proficiency in CRM systems and Microsoft Office Suite.

• Knowledge of Consumer Duty and Operational Risk Management.

• Degree or equivalent

• Proven experience in team leadership within financial services.

• Experience in managing hybrid teams.

• Excellent communication, organisational and problem solving skills.
• Analytical mindset with ability to interpret data for decision‑making.

• Competitive salary with annual salary reviews
• 9% non‑contributory pension
• Annual discretionary bonus scheme
• Long Term Incentive Plan (LTIP)
• Private Healthcare Scheme with Dental and Optical Care
• Death in Service at 5x Annual Salary
• 35 Hour working week
• Training for IOC and other relevant qualifications
• Study Leave
• Cycle2
  
  Work Scheme
• Eye Test Reimbursement
• Birthday off
• 13 weeks full paid maternity leave
• 2 weeks full paid paternity leave