Sales Support Administrator - Commercial Finance

Company : Confidential

Job Description - Sales Support Administrator - Commercial Finance

Supporting the sales team with prospect data, compliance checks, and documentati
Issuing and verifying offer letters and legal documents
Liaising with solicitors on legal matters such as Deeds of Priority and property

A growing financial services firm is seeking a Sales Support Administrator to join its Credit and Compliance department. This full-time, permanent position is based in Basingstoke and offers an exciting opportunity to work within a collaborative, fast-paced sales environment.

The successful candidate will be responsible for supporting the journey from prospect to client, managing legal and compliance-related documentation, and ensuring all onboarding and post-commencement activities are completed efficiently and in line with regulatory standards.
Key Responsibilities:

Supporting the sales team with prospect data, compliance checks, and documentation
Issuing and verifying offer letters and legal documents
Coordinating the take-on process through to payout, including due diligence, AML, GDPR, and KYC checks
Liaising with solicitors on legal matters such as Deeds of Priority and property charges
Maintaining CRM systems and introducer databases
Managing trust accounts and maintaining legal and sales files
Preparing internal reports and performing audit sampling
Assisting in credit control, verification, and event coordination tasks
Ensuring all administrative processes align with internal risk controls and external regulations

Candidate Requirements:Education & Qualifications:

Minimum GCSE Grade 4 (C) or equivalent in English and Maths (Essential)
Degree in Business, Law, Finance, or a related field (Desirable)
Additional training or certifications in AML, GDPR, or KYC compliance (Desirable)

Experience:

Prior experience working with legal documentation and delivering excellent customer service (Essential)
Familiarity with factoring, financial services, or regulated environments (Desirable)
Previous use of CRM systems and maintaining audit-ready records (Desirable)

Skills & Attributes:

Exceptional attention to detail and organisational skills
Ability to prioritise tasks, meet deadlines, and maintain accuracy
Confident communicator across phone, email, and in-person
Sound understanding of compliance processes including AML, GDPR, and KYC
Tech-savvy with a willingness to learn new systems
Self-motivated, adaptable, and proactive with a high level of discretion

Original job Sales Support Administrator - Commercial Finance posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Sales Support Administrator - Commercial Finance

Job Description - Sales Support Administrator - Commercial Finance

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