Sales Associate

  • Up to £35K + Commissions + Bonus
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • 13 Mar 18 2018-03-13

Responsible for generating and developing trading clients from new and existing leads. • Provide excellent customer support for Fx and CFD customers in line with Company policies, procedures and FCA regulation • Dealing with partner requests • Translating documents • Being able to negotiate on a B2B level • Direct reporting line to Head of Sales • Liaison with Customer On-boarding, Marketing and Compliance Departments


  • Converting leads into live trading accounts
  • Facilitating account opening
  • Reactivating Dormant accounts
  • Acquiring Assets Under Management (AUM), Increasing Revenue and trading volume
  • Dealing with Partnerships and Introducing Agents
  • Adhering to all company policies and procedures
  • Achieve or exceed set targets
  • High level of conduct, standards
  • Provide proactive and excellent client service at all times
  • Effective & efficient client support and query resolution
  • Liaising and coordinating with internal departments
  • Following Anti-Money Laundering policy and procedure
  • Ensuring effective delivery of the service


  • Making all efforts to align Clients activities with the key performance indicators of the group.
  • Perform outbound Welcome calls to new clients
  • Provision telephone and email support to clients
  • Assist existing clients to begin trading; ensure accurate administration of sales and account opening.
  • At times, contact clients in regard to their FX/CFD/Cryptocurrencies enquiries.
  • Answer client queries and educate them as to the benefits and risks of our services.
  • Monitor competitor companies within related markets; share knowledge with colleagues.
  • Adhere to all company policies and procedures, ensuring that all relevant compliance obligations are met.
  • Attend trade exhibitions and seminars.
  • Monitoring and reporting on client activities and provide relevant management information.
  • Ensure that all activity is conducted in line with TCF requirements and FCA guidance

Essential Skills: 

  • Mother tonugue in either English, Italian or both – additional languages an advantage
  • Financial markets knowledge (particularly FX, commodities and Indices) Cryptocurrencies an advantage
  • Proven sales track record, ideally gained within financial services; ability to work to targets
  • Excellent communication skills – verbal and written
  • Enthusiastic, Self-motivated and Driven; able to act on own initiative and able to think outside the box
  • Methodical and organised approach
  • Excellent telephone manner
  • Excellent Service
  • Ability to work under pressure
  • Good interpersonal skills 


  • Speaking multiple languages