Sales Support Administrator - Commercial Finance

www.topfinancialjobs.co.uk - Jobboard; Basingstoke; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing financial services firm in Basingstoke is seeking a Sales Support Administrator for its Credit and Compliance department. The role involves supporting sales processes, managing compliance documentation, and ensuring alignment with regulatory standards in a collaborative environment. Candidates should have strong attention to detail, organisational skills, and experience in customer service, along with essential qualifications in English and Maths.

Qualifications

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

Responsibilities

• Support sales with prospect data and compliance checks.
• Coordinate the take-on process including due diligence and compliance.
• Maintain CRM systems and prepare internal reports.

Skills

Attention to detail

Organisational skills

Customer service

Communication

Compliance understanding

Education

Minimum GCSE Grade 4 (C) in English and Maths

Degree in Business, Law, Finance, or related field

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