Sales Support Administrator - Commercial Finance

Southampton, Hampshire
Apply Now

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

Job Info
CV-Library logo
Job Title:
Sales Support Administrator - Commercial Finance
Company:
CV-Library
Location:
Southampton, Hampshire
Salary:
£24000 - £30000 Per annum
Posted:
Jun 5th 2025
Closes:
Jul 6th 2025
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
Fresh Jobs
Welcome to Fresh Jobs the place to find the freshest job vacancies and career advice.

© Copyright 2025 | All Rights Reserved Fresh Jobs