At Insignis, we’re on a mission to revolutionise how cash savings are managed. Since 2017, we’ve helped thousands of clients unlock better returns, reduce risk, and take control of their cash, all through a platform built for simplicity, transparency, and impact.
We’re a fast-scaling business with offices in London and Cambridge, on a mission to transform the savings market. With over £32 billion in assets placed and partnerships with more than 50 banking institutions, we combine deep financial expertise with bold product thinking to bring innovation to a space long overdue for change.
We are seeking a highly organised and detail-oriented graduate to assist in building distribution lists for sales outreach, maintaining existing data held in the CRM, and providing administrative support for the Sales Team. This role will focus on gathering accurate contact information for various financial advisory, accountancy, and charitable organisations. The ideal candidate will possess excellent research and communication skills and be capable of handling data management responsibilities, as well as providing organisational support for sales events and conferences.
CRM Cleanup
- Identify a standardised job role for all existing financial advisory and accountancy contacts
- Map out operational teams and functions at existing introducer firms.
Build & Maintain Distribution Lists
- Research and gather accurate contact details of charitable organisations (name, phone number, email, address, etc.)
- Research and gather accurate contact details for existing introducer firms, including operational teams
- Organise and maintain up-to-date distribution lists in our CRM or database systems
- Ensure that the lists are segmented based on appropriate categories (e.g., role, org type, location).
Data Quality & Integrity
- Ensure that all data is entered and updated in a timely and accurate manner
- Perform regular audits and cleanups of the data to eliminate duplicates or outdated information.
Collaboration
- Work closely with team members to ensure that distribution lists meet project requirement
- Provide feedback on data collection methods and suggest improvements.
Administrative Support for Sales Events & Conferences
- Organise, plan, and book travel, accommodation, and registration for salespeople attending events and conferences
- Coordinate logistics such as transportation, catering, and equipment needs for events
- Maintain a calendar of upcoming industry events, conferences, and meetings relevant to the sales team
- Prepare and distribute event materials, itineraries, and schedules to sales staff
- Liaise with event organisers, venues, and suppliers to ensure smooth participation
- Track and manage expenses related to event attendance and provide reports as required
- Support salespeople with administrative tasks as needed to facilitate their outreach and event participation.
Required Skills & Qualifications
- Previous experience in an administrative role
- Strong attention to detail and accuracy in both data entry and verification tasks
- Strong organisational and communication skills with the ability to coordinate multiple logistics (travel, accommodation, registration, etc.)
- Ability to work independently and manage time efficiently
- Familiarity with Excel, Google Sheets, or similar tools
- Good research skills and ability to locate hard-to-find contact information
- Effective problem-solving skills with the ability to handle last-minute changes or issues with bookings or logistics.
- 25 days holiday (exc. Bank holidays)
- 5% Pension contributions
- Private medical insurance with Vitality
- Health cash Plan offering contributions to dental, optical and much more
- Enhanced Parental Leave
- Cycle to Work Scheme
- Monthly team lunches, quarterly company socials
