A leading firm in the tax-advantage investment space is seeking a talented Sales Support Analyst to join their growing team in Nottingham. This is an exciting opportunity for an experienced and detail-oriented professional looking to develop their career within a dynamic, high-performing sales environment.
Key Responsibilities:
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Manage due diligence and data requests from key Strategic Partnership (SP) clients
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Provide due diligence support across the wider business development team
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Assist with account management for large SP clients alongside senior leadership
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Support responses to Independent Review House due diligence requests and attend related meetings
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Oversee execution-only SP account management activities
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Coordinate SP client events and paid engagement initiatives
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Create, update, and distribute sales compliance materials such as KIDs
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Act as the main liaison between internal teams (e.g. finance) and the SP division
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Draft and distribute SP communications and assist in creating new content
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Support the internal sales team with training materials and presentations
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Present at sales team meetings and regional strategy sessions
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Provide analytical support including campaign analysis, sales data, competitor benchmarking, and ROI insights
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Monitor and highlight key trends, opportunities, and risks
Candidate Profile:
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At least 3 years' office-based experience, ideally within financial services or tax-advantaged investments
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Strong analytical skills with a high level of attention to detail
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Proficient in Excel, Salesforce, PowerPoint, and Microsoft Teams
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Experience in managing processes and working cross-functionally
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Solid understanding of compliance, reporting, and investment documentation
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Confident communicator with the ability to present to internal stakeholders
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Comfortable attending industry and client-facing events as required
This is a fantastic opportunity to contribute to a respected firm at the forefront of the tax-efficient investment landscape. If you're a process-driven, analytical thinker with a passion for delivering exceptional internal and external support, we want to hear from you.