Sales Associate Sales Associate …

in London, England, United Kingdom
Permanent, Full time
Last application, 09 Aug 20
in London, England, United Kingdom
Permanent, Full time
Last application, 09 Aug 20
Posted by:
Ami Patel • Recruitment Business Partner
Posted by:
Ami Patel
Recruitment Business Partner
This position sits within the Strategy and Corporate Development team in their London office. You will be providing sales support to the Business Development Director for this practice area. The exposure this role provides is excellent for someone wanting to build a career in Sales/Distribution within a FinTech dealing with highly complex clientele.

Role Responsibilities 

  • You will work closely with the Director to prepare for meetings, designing presentations and materials.
  • You will have the opportunity to participate in meetings, get involved in conversations and assist in building relationships with prospective clients.
  • Liaise with internal teams including Legal & Compliance, Operations, Manager Research, etc., to effectively and efficiently create and maintain content
  • Gather and synthesise research on target markets, prospective clients, competitive intelligence, and industry topics and trends
  • Post meeting, you will manage and maintain the CRM which includes generating reports
  • You will be involved in preparing proposals/PowerPoints and business case templates/ internal governance, which will include interaction with various parts of the business across EMEA


  • 2:1 or above University qualifications or equivalent (Preferably Finance related)
  • 1-2 years working in financial services in a sales, consulting or accountancy role
  • Highly personable and confident in talking to a range of sophisticated clients
  • Ability to work autonomously
  • Additional European languages a plus
  • Excellent written and verbal communication
  • A 'go-getter'

About FNZ

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help people achieve their financial goals through our unique combination of technology leadership, innovation and asset servicing.

Our services enable our clients to provide best-in-class wealth management solutions to financial advisers, end-investors and the workplace. We pride ourselves on creating solutions that are flexible, transparent and scalable, reflecting the latest market, demographic and regulatory trends worldwide.

FNZ has experienced exceptional growth in the past decade, both in terms of assets-under-administration and also through the substantial expansion of our international footprint.

Today, we are responsible for over £400 billion in assets-under-administration, held by around seven million customers of some of the world’s largest financial institutions, including Standard Life Aberdeen, Barclays, Lloyds Banking Group, Aviva, Quilter, HSBC, Santander, Vanguard, Generali, Zurich, UOB, UBS, National Australia Bank and BNZ. 

In total, we partner with over 60 financial institutions globally and employ over 2,000 people in the United Kingdom, Australia, New Zealand, Germany, China, Singapore, Hong Kong and the Czech Republic.

The company is owned by a combination of CDPQ-Generation, the unique sustainable equity partnership and FNZ employee shareholders.


Read our Employee Value Proposition.

Find out more about FNZ by following our social channels: Youtube, LinkedIn, Facebook, Twitter, and hear what our staff have to say about working at FNZ on Glassdoor.