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About the Role
This role sits in an exciting, predominantly phone-based team working in conjunction with our regional representation. The primary responsibility is developing relationships with new IFAs, creating high levels of sales activity with existing relationships, and providing exceptional customer service. The ideal candidate understands that client needs are central to Triple Point's success and will be engaged in the business through relationship building, self-improvement, and showing interest in the company's future direction.
Responsibilities
- Make outbound telephone calls to build and maintain relationships with new and existing IFAs.
- Serve as the point of contact for inbound IFA queries.
- Enhance and develop existing relationships to increase business levels.
- Assist with managing a regional area of clients for Triple Point.
- Provide an exceptional level of customer service.
- Help educate financial advisers and enable them to solve their clients’ needs.
- Design and implement sales and marketing campaigns.
- Develop skills to manage the whole sales cycle from first contact to close.
- Efficiently manage workload in a fast-paced environment.
- Monitor and maintain the contact inbox from clients.
- Generate activity and book meetings for relevant Field-based Business Development Managers.
- Create and deliver client-specific illustrations.
- Represent Triple Point at industry conferences/seminars, as requested.
- Chase prospective deals through to application stage and deal with any arising queries.
- Provide indicative terms over the phone and via e-mail to IFAs.
- Develop sales skills to own and manage IFA relationships, hosting meetings on a 1:1 basis.
- Resolve client queries, monitoring the resolution process to keep the client updated.
- Proactively seek ways to improve business processes to enhance efficiency for BDMs and the internal team.
- Update client information on the CRM system (Salesforce), ensuring accuracy for reporting.
- Be an important part of the business development team in driving Triple Point forward.
Requirements
- Ability to provide an exceptional level of customer service.
- Experience of working in a sales function (ideally phone-based).
- Exceptional phone manner and communication skills.
- High-quality interpersonal skills; ability to deal with people at all levels.
- Excellent written communication skills, including strong English grammar.
- Strong IT proficiency (particularly Microsoft Office).
- Ability to pick up information and new concepts quickly and share it with others.
- Attention to detail / precision.
- Organized, with the ability to multi-task and prioritise a varied workload.
- Proactive and highly motivated.
- Team player.
- Flexible attitude and willingness to evolve with the business.
- Integrity and honesty.
- Keenness and ability to learn.
- Highly numerate with strong academics.
- Ability to meet agreed business activity targets in a sustainable manner.
- Genuine interest in the financial services industry.
- Experience working specifically with IFA relationships (desirable).
- Experience using Salesforce (desirable).
- Hold or be working towards industry-specific exams (e.g., financial services qualifications) (desirable).
Skills
- Sales
- Customer Service
- Communication
- Interpersonal Skills
- Written Communication
- IT Proficiency
- Microsoft Office
- Attention to Detail
- Organization
- Multi-tasking
- Prioritization
- Proactive
- Motivation
- Teamwork
- Flexibility
- Integrity
- Honesty
- Learning Agility
- Numeracy
- Salesforce
Location
- UK
Work Type
- Hybrid/Flexible Working
- Full-time
Experience Level
- Entry Level
- Mid-Level
Education Level
- Industry-specific exams (desirable)
Salary/Compensations
- Competitive salary
Benefits
- Contributory pension
- Ongoing learning and development opportunities
- Opportunities for professional development and career progression
- Access to ChatGPT Enterprise
About the Company
- Since 2004, Triple Point has been bringing investment ideas to life and connecting capital with the right people and opportunities.
- Manages over £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy, and Venture investment strategies.
- Offers investments to both private (retail) and institutional clients.
- Has 230+ employees committed to improving the world.
- Certified B Corp, signed up to the Principles for Responsible Investment.
- Named a Sunday Times 'Best Place to Work 2025 & 2026'.
Equal Opportunity
- Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees.
- Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated.
- Aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- Actively encourages individuals from various backgrounds to apply for job vacancies.