• Marlborough Group is a successful investment business that manages over £10 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.

The Group employ more than 235 people across its business lines being:

• Marlborough Limited – The Group’s investment management business
• Investment Fund Services Limited – The groups Authorised Corporate Director (ACD) Authorised Fund Manager business
• IFSL Administration – The Group’s platform business

Marlborough Group’s success has been built on a reputation for excellence in active fund management, with the Group leading the way in industry expertise, service quality, product understanding and added value for our investors.

As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals. That means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver.

In addition to receiving a comprehensive benefits package, successful candidates will join a team who are committed to collaborative working in an environment where personal and professional development are genuinely valued.

Role Purpose

• Be the first point of contact for new and potential supporters approaching the business directly (i.e. not via sales team). Via telephone engagement, establish the needs and wants of the new contacts to ensure the most appropriate Marlborough funds are introduced and secure meeting leads for the Business Development Managers.
• Support the Marlborough Group Distribution Team.
• Provide support with operational, technical and sales queries.
• Build relationships with our supporters and suspect clients via regular contact, promoting the Marlborough Group Capabilities.
• Follow up on leads generated by the marketing strategy, research the new leads and pass on to sales team as appropriate.

Key Responsibilities

• Review supporter activity (including sales, redemptions, enquiries and general correspondence) via the CRM system, report findings to management and to sales teams as appropriate.
• Maintain CRM system ensuring accurate and timely inclusion of all required information and activity.
• Provide standard fund and performance reporting to sales team and supporters as required.
• Provide pre meeting support to the sales team with information, supporter details, provision of literature and materials.
• Assist the sales team to ensure post-meeting information is accurately and promptly recorded on the CRM system.
• Accurately record and consolidate feedback and market intelligence from supporters and the sales team to enable the business to make informed decisions when considering entry into new markets or distribution channels.
• Support the sales and marketing teams by helping plan events e.g. webinars, fund manager events, conference attendance etc.

Essential Skills:

• Knowledge/interest of investments
• Excellent interpersonal skills
• Experience managing data
• PC literacy and internet skills
• Excellent working knowledge of Microsoft Excel
• Analytical skills
• Attention to detail
• Accurate inputting skills
• Ability to problem solve and deal with complex queries
• Ability to prioritise

Beneficial Skills:

• Knowledge of Salesforce

Essential Qualifications

• 5 GCSE's grades A-C or equivilent including maths and English

Beneficial Qualifications

• IOC (Investment Operations Certificate) qualification (or willingness to undertake)
• A Level's in a relevent subject such as Economics or similar
• Degree or equivalent

Essential Experience:

• Experience of working in a sales and marketing environment

Beneficial Experience:

• Experience of working in a similar investment environment

Personal Qualities:

• Ability to identify and recommend ways to improve sales support management information
• Ability to take on responsibility for workload
• Ability to function as part of a team
• Ability to be flexible and learn quickly
• Ability to work under pressure to close deadlines
• Confident manner both written and verbally
• Positive attitude

• Competitive salary with annual salary reviews
• 25 days annual leave plus statutory bank holidays
• 9% non-contributory pension
• Annual discretionary bonus scheme
• Private Healthcare Scheme with optical cover and dental cover included
• Death in Service at 5 x annual salary
• 35 hour working week
• Training for IOC and other relevant qualifications
• Exam completion bonus £500 (IOC)
• Study leave
• Cycle 2 work scheme
• Eye test reimbursement
• Your birthday off
• Christmas party and paid for social events during the year
• 13 weeks fully paid maternity leave
• 2 weeks fully paid paternity leave
• Perkbox membership - access to more than a hundred rewards, ranging from free food in major UK restaurants, to movie tickets and more.