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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the complete Retail journey, providing exceptional client support, and maintaining compliance with regulatory obligations. Possesses a solid understanding of financial markets, particularly in the Spread Betting and CFD industry, while consistently achieving performance targets.
Highest-signal resume keywords
Full Sales Cycle ManagementClient Relationship BuildingFinancial Markets ExpertiseClient Issue ResolutionSalesforce CRM Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementClient Account ManagementFinancial Markets KnowledgeCFD UnderstandingAttention to Detail
Soft Skills
Client Service OrientationCommunication SkillsProblem-Solving SkillsPerformance-Driven
Tools & Technologies
Salesforce CRM
Industry Keywords
Retail JourneyB2C SalesSpread BettingCFD BrokerRegulatory Compliance
About the role
Key responsibilities & impact- Manage the complete Retail journey from first application to active trader
- Provide first-class support and service to Retail clients
- Stay informed on financial markets trends and communicate confidently with clients
- Resolve client issues promptly to ensure satisfaction
- Maintain accurate records in Salesforce CRM
- Collaborate with Compliance to meet regulatory obligations
- Meet and exceed individual and team KPIs
Requirements
What you’ll need- Own the Full Sales Cycle: You'll manage the complete Retail journey from first application to active trader, helping new clients navigate onboarding with clarity and confidence.
- Build Relationships That Last: Working directly with Retail clients, you'll provide first-class support and service, helping them with account management best practice and platform functionality, turning every interaction into an opportunity to build trust.
- Be the Markets Expert: You'll stay informed on financial markets trends and the CFD and FX landscape, and use that knowledge to communicate confidently with clients.
- Champion Client Satisfaction: You'll be the person clients turn to when something needs resolving, ensuring every issue is handled promptly and every client walks away satisfied.
- Bring Precision to Everything You Do: You'll keep accurate, up-to-date records of every client interaction in Salesforce CRM, and work closely with Compliance to ensure regulatory obligations are consistently met.
- Thrive on Performance: You're driven by targets, energised by a fast-paced environment, and consistently meet and exceed individual and team KPIs.
- Bachelor's degree in a relevant field, or at least 1 year of experience in a B2C sales role in financial services, ideally with a Spread Betting/CFD broker.
- A solid understanding of financial markets and the Spread Betting/CFD industry, sharp attention to detail, and a genuine passion for delivering outstanding client service will set you apart.
Benefits
Comp & perks- 26 days annual leave (plus bank holidays)
- Aviva workplace pension
- Vitality private health insurance
- Ongoing investment in your career development
- Parental leave
- Staff referral bonus program
- Collaborative team culture
- Ongoing investment in your career development, including technical and professional training
- Being part of exciting new projects for the company
- Regular social activities