Triple Point was founded in 2004 with the belief that connecting investing insights with the right resources and partners can deliver powerful solutions. Today, we manage more than £3.6 billion of assets for a broad range of investors, through four distinct investment strategies: Social Housing, Clean Heat, Private Credit and Venture. These are all areas where our expertise, empathy and resourcefulness make a real difference in unlocking long-term value.
Our distinctiveness comes from our ability to connect the dots to get to the heart of any challenge, which makes us an essential partner to our clients and our investors, while leaving the world demonstrably better than we found it. We take our commitments seriously, which is why we’re a certified B-Corp and signed up to the Principles for Responsible Investment.
There are 250 of us at Triple Point. Engineers rub shoulders with lawyers, and accountants work alongside investment professionals. It’s important to us everyone’s voices are heard, and that everyone can contribute to decision-making. We’re looking for people who share our values because applying different perspectives towards a common goal drives us forward in unexpected and exciting ways.
The Sales Function
Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.
The role
This is a role to sit in an exciting, predominantly phone based team, working in conjunction with our regional representation to be responsible for developing relationships with new IFA’s, creating high levels of sales activity to existing relationships across to country and provide the highest level of customer service/client experience.
We are looking for a candidate with an exceptional approach to this role, who understands that the needs of clients (both internal and external) are central to Triple Point and key to the success of the business.
The candidate will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the future direction of Triple Point.
Main Responsibilities
- Making outbound telephone calls to build and maintain relationships with new and existing IFA’s
- Provide 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 closing the
- Efficiently manage your work load in a fast paced environment
- Monitoring and Maintain the contact inbox from clients
- Generating activity and booking 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 queries that may arise
- Provide indicative terms, as required, over the phone and via e-mail to our IFA’s
- Develop Sales skills so that over time you are able 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 to manage expectations
- Proactively seek ways to improve business processes across all areas to enable BDMs and the internal team to be more efficient
- Update client information on our CRM system (Salesforce), ensuring that information is accurate for reporting
- Be an important part of the business development team in driving Triple Point
Knowledge and Experience
- Ability to provide an exceptional level of customer service
- Experience of working in a sales function, ideally with IFA’s
- Ability to pick up information and new concepts quickly, and be able to disseminate that to others.
- Exceptional phone manner and communication skills
- Attention to detail
- Experience of using Salesforce would be an advantage
- High quality interpersonal skills
- Excellent English grammar to provide high quality well-written emails
- Strong relevant IT knowledge (particularly Microsoft Office)
- Hold or working towards industry specific exams would be an advantage but is not mandatory
Technical/Functional Skills
- Proactive and highly motivated
- Precision and attention to detail
- Excellent interpersonal skills; ability to deal with people at all levels
- Organised, ability to multi-task and prioritise a varied workload
- Team player
- Flexible attitude and willingness to evolve with the business
- Keenness and ability to learn and pick things up
- Integrity and honesty
- Highly numerate with strong academics
- Proactive, highly motivated
- Meets agreed business activity targets in a sustainable manner
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information!
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 by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
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