[Hiring] Fund Sales Specialist @TrinityBridge

Role Description

The Funds Sales Specialist role involves creating and developing business opportunities with UK-based intermediaries (IFA and Restricted) as well as discretionary investment firms, in order to sell TrinityBridge’s full fund range and protect assets already under management.

TrinityBridge’s fund range of investment services includes:

• Multi-asset and single-asset class funds
• Active and passive strategies
• Sustainable funds
• Segregated inheritance-tax-managed service

The Fund Sales Specialist is expected to be an independent self-starter whose primary focus 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
• Other business development peers

This is a home-based role linked to the London Head Office, so applicants must be based within commuting distance of London. National travel will be required.

Qualifications

• Minimum of five years’ experience operating in the retail and professional financial services environment
• Proven track record of success in selling Investment Management/financial products in the UK intermediary / DFM market
• Ability to multi-task and be highly organised
• Resilience and ability to work against a range of stretching targets
• Demonstrate both teamwork and self-reliance / independence
• Willingness to be empowered and supported to deliver and accountable for results and outcomes
• Demonstrable knowledge of the UK wealth management and financial adviser / intermediary landscape and broader industry trends
• Demonstrable investment knowledge and understanding of how advisers and intermediaries use investment funds, products and services
• Excellent communication, presentation, and negotiation skills
• Understanding of, and ability to work within, the regulatory environment
• Excellent relationship building and influencing skills
• Ideally qualified to QCA Level 4 or above
• Highly motivated and flexible to travel across the UK

Requirements

• Demonstrable understanding of the tax and operational structures used by intermediaries e.g. Pensions, ISAs, Bonds, GIAs, Trusts and Platforms
• Articulate TrinityBridge’s full fund range in a compelling manner and stay up-to-date with all funds and investment strategies
• Act in a professional and compliant manner at all times
• Collaborate closely with the Account Manager and Account Director to develop a sales plan for targeted activity
• Stay up to date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
• Maintain knowledge of current regulatory practice
• Demonstrate an understanding of the regulatory framework relevant to the role
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures
• Comply with the PA Dealing policy
• Ensure required training is kept up to date and completed within the set timeframe
• As a Certified Person under SMCR, accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA certification function(s)

Benefits

• Wide range of inclusive benefits to support a healthy balance in all aspects of life
• Investment in the growth of our people providing a sense of belonging and team spirit
• Open to discussing all types of flexible working options
• Commitment to ensuring the recruitment process is accessible to everyone