Sales Support Co-Ordinator

London, United Kingdom
01 Feb 2023
16 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Sales Support provides assistance to both the regionally based Transact Business Development Managers as well as our financial advisers. The team are responsible for a variety of tasks from updating financial adviser's details to coordinating networking events. They are a core part of ensuring our company continues to grow and maintain its status as the market leader.

The Role:

Working in this close-knit team your daily responsibilities will include:

  • Setting up new financial adviser firms, financial advisers, secondary users, Discretionary Fund Managers and Remote Data service companies onto our back office system
  • Creating new passwords and sending out password letters to advisers and their clients to enable them to access their accounts
  • Dealing with literature requests from advisers and their staff
  • Dealing with client "letters of authority" in relation to clients moving between adviser firms
  • Adding IFA firm logos and contact details to our back office system
  • Assisting in hosting occasional adviser/sales meetings at our head office

Sales Support
  • Keeping financial adviser's information up to date including change of address, bank details and company names
  • Supporting advisers and clients with changes to their accounts such as client ownership, adviser firm mergers, "no longer authorised" and legal entity changes
  • Assisting the Corporate Events Manager with the coordination of the Transact regional adviser events, conferences and award ceremonies


This entry level role is the ideal opportunity for candidates to start their career in the financial services industry. You will have recently completed your A levels (or equivalent) or degree and be looking for that first or second step in to a professional working environment. Previous work experience within the financial services and investments industry is advantageous but not essential.

You need to be a confident, organised individual with an excellent eye for detail. You will be positive, enthusiastic and be the type of person that will work on your own initiative in a busy administrative role.

About us

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £52.0 billion of funds under direction (as at December 2022) on behalf of over 7,600 advisers and 226,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

Equal Opportunities

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
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