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    Client Operations & Sales Support Trainee

    London
    Triple Point Investment Management are looking for a school/college leaver or graduate to become a Client Operations & Sales Support Trainee.
    Job Description:

    Job role: Triple Point Investment Management are looking for a school/college leaver or graduate to become a Client Operations & Sales Support Trainee.

    Responsibilities include;

    • Liaising with advisers and their administrators regarding application queries

    • Processing of applications

    • Researching and investigating using multiple data sources

    • Providing support to the Relationship Managers/ Internal Business Development team

    • Carrying out customer due diligience

    • Preparing meeting packs for business development managers

    • Help maintain a suite of literature for Triple Points entire product offering ensuring that literature is always up to date and appropriate

    • Creating/checking investment correspondence

    • Maintaining the CRM system

    • Assisting with any area of the Client Operations and Sales Support team role’s as and when required

    Looking for: School/college leavers and graduates

    Location: London

    How to apply: Send your CV and covering letter, confirming the role you are applying for to mary.ford@triplepoint.co.uk.

    Successful candidates will be asked for a telephone interview, and two face to face interviews. As part of your application, please answer the below questions in 250-300 words each:

    • Why are you applying to us for this traineeship programme?

    • Tell us about your greatest achievement

    • Tell us about a financial news story that you found interesting and why?

    Further Information:

    Close date: 1 November 2019

    Start date: ASAP

     DownloadThe full Job Spec
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