TrinityBridge

The Fund Sales Specialist is responsible for identifying and closing new business opportunities with UK-based intermediaries and discretionary investment firms to grow assets under management. They must maintain a high-quality prospect pipeline while collaborating with internal teams to deliver against ambitious sales targets and KPIs.

Responsible for reviewing client files to ensure the quality and suitability of financial advice in compliance with regulatory standards. This includes conducting first-line quality assurance, managing risk-based file selection, and providing constructive feedback for continuous improvement.