Fund Sales Specialist

TrinityBridge

Fund Sales Specialist at TrinityBridge, creating and developing business opportunities with UK-based intermediaries and discretionary investment firms to grow AUM.

Posted 8/1/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in fund sales within the UK financial services sector, with a strong understanding of tax and operational structures, regulatory requirements, and investment management products. Proven ability to maintain a robust pipeline, achieve sales targets, and collaborate effectively with team members.

Highest-signal resume keywords

Fund Sales ExperienceInvestment Management KnowledgeRegulatory Compliance UnderstandingSales Target AchievementQCA Level 4 Qualification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentPipeline ManagementInvestment Product KnowledgeTax Structure UnderstandingRegulatory Requirement Familiarity

Soft Skills

Organizational SkillsResilienceTeamworkSelf-RelianceProfessionalism

Certifications & Qualifications

QCA Level 4

Industry Keywords

UK Financial ServicesIntermediary MarketWealth ManagementDiscretionary Investment FirmsFCA Compliance

About the role

Key responsibilities & impact

Proactively pursue, identify and close new fund sales opportunities with UK-based intermediaries, discretionary investment firms and gatekeepers, securing profitable business flows
Maintain a strong pipeline of realistic, quality prospects and leads, keeping it up-to-date and focused on key accounts and opportunities
Deliver against ambitious sales targets and KPIs
Demonstrable understanding of the tax and operational structures used by intermediaries e.g. Pensions, ISAs, Bonds, GIAs, Trusts and Platforms
Articulate TrinityBridge’s full fund range in a compelling manner and stay up-to-date with all funds and investment strategies
Act in a professional and compliant manner at all times
Collaborate closely with the Account Manager and Account Director to develop a sales plan for targeted activity
Stay up to date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
Maintain knowledge of current regulatory practice

Requirements

What you’ll need

Minimum of five years’ experience operating in the retail and professional financial services environment, and likely to have a significant book of contacts and relationships
Proven track record of success in selling Investment Management/financial products in the UK intermediary / DFM market
Ability to multi-task and be highly organised
Resilience and ability to work against a range of stretching targets
Demonstrate both teamwork and self-reliance / independence
Willingness to be empowered and supported to deliver and accountable for results and outcomes
Demonstrable knowledge of the UK wealth management and financial adviser / intermediary landscape and broader industry trends (such as the current retirement landscape)
Demonstrable investment knowledge and understanding of how advisers and intermediaries use investment funds, products and services to deliver good client outcomes for their clients
Understanding of, and ability to work within, the regulatory environment to ensure business is always delivered in a compliant way with good client outcomes
Ideally qualified to QCA Level 4 or above.
Highly motivated and flexible to travel across the UK.

Benefits

Comp & perks

Wide range of inclusive benefits that provides support for a healthy balance in all aspects of life.
Investment in the growth of our people providing a sense of belonging and team spirit.