About Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'.

If this sounds like an environment where you would flourish, then read on…

The Function

The Distribution team focus on raising and retaining assets under management (AUM) to drive business growth. They provide innovative financial solutions for advisers and clients, building relationships founded on trust, transparency and integrity.

The Role

This role sits 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 the country and providing the highest level of customer service/client experience.

We are looking for candidates 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 candidates 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.

Key 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 close.
• Efficiently manage your workload 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 the application stage and deal with any queries that may arise.
• Provide indicative terms, as required, over the phone and via email 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 forward.