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Sales Support Administrator - Commercial Finance

icon building Company : Confidential
icon briefcase Job Type : Full Time
icon geo-alt Basingstoke, Hampshire

Number of Applicants

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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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