Administrator / Sales support

Integro Partners; England; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services company based in Milton Keynes is seeking a Sales Support / Admin Executive. This role supports the sales team by ensuring smooth deal processes, maintaining documentation accuracy, and providing outstanding service to clients. Ideal candidates should have excellent communication skills and a proactive attitude while juggling multiple priorities in a busy environment. Familiarity with CRM systems and Microsoft Office is essential.

Qualifications

• Strong administrative and organisational skills.
• High level of accuracy and attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Support brokers and account managers with deal administration.
• Prepare and process finance documentation.
• Liaise with funders, suppliers, and clients.

Skills

Attention to detail

Communication skills

Organisational skills

CRM systems proficiency

Microsoft Office proficiency

Job description

Our client are an independent asset finance brokerage based in Milton Keynes, helping businesses across the UK access tailored funding solutions for vehicles, equipment, and capital investments.

As they continue to expand, they are looking for a proactive and detail-oriented Sales Support / Admin Executive to join their friendly and professional team.

The Role

This is a varied and rewarding role supporting the sales and broker team in the day-to-day running of the business. You'll be responsible for ensuring deals move smoothly from initial enquiry through to completion, maintaining documentation accuracy, and delivering outstanding service to both clients and lenders.

Key Responsibilities

• Support brokers and account managers with deal administration and pipeline management
• Prepare and process finance documentation, ensuring compliance and accuracy
• Liaise with funders, suppliers, and clients to progress applications
• Maintain CRM records and client files to a high standard
• Handle incoming calls and emails, providing professional communication at all times
• Produce quotes, proposals, and funding illustrations as required
• Assist with credit searches, proposal submissions, and underwriting queries
• Support general office administration tasks and contribute to improving processes

About You

We're looking for someone with strong attention to detail, excellent communication skills, and a proactive attitude. You'll be confident juggling multiple priorities in a busy, client-focused environment.

Essential

• Strong administrative and organisational skills
• Confident working with CRM systems and Microsoft Office (Word, Excel, Outlook)
• High level of accuracy and attention to detail
• Excellent written and verbal communication skills
• A team player with a "can-do" attitude

Desirable

• Understanding of financial documentation and compliance requirements