Business Support Administrator

Aimee Willow Connex Limited; Liverpool; On-site; GBP 21,000 - 30,000; Full time

Job summary

Aimee Willow Connex Limited is seeking an experienced administrator to support sales, underwriting and compliance functions in Liverpool. You will handle quotes, letters, records and KYC/AML checks while coordinating across the team.

With strong organisational skills and proficiency in Outlook, CRM and SharePoint, you will maintain accurate records, manage high volumes of correspondence, and contribute to audit readiness and process improvements.

Qualifications

• Proven experience in administration, ideally within financial services, lending, or a similarly regulated environment.
• Excellent organisational and record-keeping skills with strong attention to detail.
• Ability to manage high volumes of correspondence, documents and competing priorities.
• Confident using Outlook, CRM systems, SharePoint, and document management systems.
• Clear, professional written communication for producing quotes and offer letters.

Responsibilities

• Prepare and issue loan quotes on behalf of the Head of Sales, reflecting terms accurately.
• Draft, prepare and issue offer letters in line with lending terms.
• Liaise with brokers, introducers and borrowers to gather information for applications.
• Provide day-to-day administrative support to the Head of Underwriting.
• Track deal progress and flag delays or outstanding requirements.
• Carry out KYC and AML checks on borrowers per policy and regulatory requirements.
• Record and update information across CRM, trackers, and internal logs.
• Save, file and manage documents with proper naming conventions and version control.
• Manage a shared inbox; triage, prioritise and assign emails to team members.
• Support audit preparation and data accuracy checks.

Skills

Organisation

Record-keeping

Outlook

CRM systems

SharePoint

Communication

Attention to detail

Tools

CRM systems

SharePoint

Document management

Job description

The Role

This is a varied, all-round administration role providing essential support across the business. Reporting to the Operations Manager, the Administrator works closely with the Head of Sales and Head of Underwriting to keep deals, records, and documentation moving efficiently from enquiry through to completion.

The role covers a broad range of responsibilities, including preparing quotes and offer letters, maintaining and updating records, conducting KYC and AML checks on borrowers, and managing document control processes. Accuracy, organisation, and the ability to manage multiple priorities are essential, as the role is central to keeping the sales and underwriting teams running smoothly and ensuring compliance and audit requirements are consistently met.

Key Responsibilities

Sales & Underwriting Support

• Prepare and issue loan quotes on behalf of the Head of Sales, accurately reflecting agreed terms
• Draft, prepare, and issue offer letters in line with approved lending terms
• Liaise with brokers, introducers, and borrowers to gather information required to progress applications
• Provide day-to-day administrative support to the Head of Underwriting throughout the case

lifecycle

• Track deal progress and flag delays or outstanding requirement

KYC & AML / Borrower Due Diligence

• Carry out KYC and AML checks on borrowers in line with company policy and regulatory requirements
• Collect, verify, and record identification, source of funds, and source of wealth documentation
• Maintain accurate and up-to-date KYC/AML records to support audit and compliance requirements
• Escalate discrepancies, missing information, or areas of concern to the appropriate person

Records & Information Management

• Record and update information accurately across the CRM, trackers, and internal logs
• Save and file information and documents correctly, in line with naming conventions and folder structures
• Ensure records are complete, current, and easily retrievable
• Support the Operations Manager with reporting and data accuracy checks

Document Control & Administration

• Save, track, and update documents received via email
• Maintain documents, CRM, trackers, and logs
• Support the team with document retrieval and status updates
• Ensure version control and prevent duplication or misfiling

Inbox & Correspondence Management

• Manage a dedicated shared email inbox on behalf of the team
• Monitor, triage, and prioritise incoming correspondence
• Allocate emails and actions to the appropriate team members
• Ensure timely responses, follow-ups, and escalation where required
• Maintain a clear audit trail of email communications

Compliance & Quality Support

• Support record-keeping requirements for compliance purposes
• Ensure documents and correspondence are stored securely and confidentially
• Assist with audit preparation and information requests

Operations & Team Support

• Act as a central coordination point for administrative queries across sales, underwriting, and operations
• Provide general administrative support to the Operations Manager
• Identify and suggest process improvements to increase efficiency

Experience

Essential

• Proven experience in administration, ideally within financial services, lending, or a similarly regulated environment.
• Excellent organisational and record-keeping skills, with strong attention to detail and accuracy
• Ability to manage high volumes of correspondence, documents, and competing priorities
• Confident using Outlook, CRM systems, SharePoint, and document management systems
• Clear, professional written communication skills for producing quotes and offer letters

Desirable

• Experience conducting KYC/AML checks, or working within a compliance-driven environment
• Experience within property finance, bridging/short-term lending, or professional services
• Experience supporting multiple stakeholders (e.g. sales and underwriting teams) simultaneously