Sales Support (Graduate level)

Supporting both the brokering and lending arms of the business, this role plays a pivotal part in the sales process, ensuring all administration, documentation, and systems are managed efficiently to support the Sales Team and maintain smooth progression of deals. Duties of a Sales Support Administrator:

• Support the Sales Team with all administration activities including compiling, creating, and checking finance documents, quotations, and proposals
• Submit finance applications to lenders via online portals
• Complete credit checks and review lending rates for client proposals
• Arrange and manage document signatures, ensuring accuracy before authorisation
• Maintain and update CRM systems with sales progress and client interactions
• Raise invoices and commission documents, ensuring accuracy of all details
• Compile pay-out packs for lenders following document completion
• Assist with client onboarding, including KYC checks
• Handle inbound calls and enquiries, directing to relevant team members
• Make outbound calls to lenders, banks, and suppliers to progress deals and obtain required information
• Support the internal credit team with searches and administration
• Assist with any additional duties aligned to the role

• Degree educated preferred (minimum A-Levels or equivalent at BBB or above essential)
• Previous experience in administration or sales support is essential
• Strong communication skills across phone, email, and in person
• Confident and professional telephone manner
• Ability to identify and resolve issues proactively
• Strong Microsoft Office skills and experience using CRM systems (Xero knowledge beneficial)

Personal Attributes:

• Excellent written and verbal communication skills
• Strong attention to detail with proofreading ability
• Highly organised with the ability to prioritise workloads
• Ability to work under pressure and meet deadlines
• Proactive, enthusiastic, and positive attitude
• Good commercial awareness
• Able to work independently and as part of a team