Sales Support Administrator - Commercial Finance

Integro Partners; Basingstoke; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing financial services firm in Basingstoke is looking for a Sales Support Administrator to join its Credit and Compliance department. This full-time role involves supporting sales operations, managing essential documentation, and ensuring compliance with regulatory standards in a dynamic and collaborative environment.

Qualifications

• Minimum GCSE Grade 4 (C) in English and Maths required.
• Degree in Business, Law, Finance, or related field is desirable.
• Experience with legal documentation and customer service essential.

Responsibilities

• Support sales team with compliance checks and documentation.
• Manage onboarding processes and document verification.
• Maintain CRM systems and assist in credit control tasks.

Skills

Attention to detail

Organisational skills

Customer service

Compliance knowledge

Communication

Education

GCSE Grade 4 (C) or equivalent in English and Maths

Degree in Business, Law, Finance, or related field

Additional training or certifications in AML, GDPR, or KYC compliance

Job description

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