Sales Support Executive

DCA Recruitment; England; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A family-run financial services company in the United Kingdom is seeking a highly organized Sales Support & Case Progression Executive. This permanent, full-time position offers hybrid working with a minimum of three days in the office. The ideal candidate will support advisers, manage case progression, and ensure clients receive professional service. Strong communication skills and a background in financial services or regulated administration are essential. Competitive salary between £30,000 and £35,000 depending on experience.

Benefits

Full training on FCA-compliant processes

Ongoing support from experienced advisers

Progression opportunities

Qualifications

• Experience in financial services or regulated administration preferred.
• Confidence in communicating with customers and professionals.
• Ability to manage multiple cases and maintain high standards of service.

Responsibilities

• Process new life, critical illness, and income protection applications.
• Update CRM systems and internal records.
• Support advisers with regulated post-sale administration tasks.
• Chase insurers and underwriters for updates.

Skills

Strong communication skills

Attention to detail

Organizational skills

Proficient phone communication

Tools

CRM systems

Job description

Sales Support & Case Progression Executive

Salary: £30,000 £35,000

Location: Hybrid minimum 3 days per week in-office

An exciting opportunity has arisen for a highly organised Sales Support & Case Progression Executive to join a growing, family-run financial services business operating within the life insurance sector. This is a permanent, full-time position offering hybrid working and genuine long-term progression.

This non-advisory, FCA-regulated administrative role is ideal for someone with experience in financial services, case handling, or regulated administration. The successful candidate will provide crucial support to advisers, progress applications efficiently, and ensure clients receive a smooth, professional service from application through to policy activation and beyond.

This is a varied and detail-driven role that requires strong communication skills, initiative, and the ability to manage multiple case files with minimal supervision.

Key Responsibilities

You’ll play a pivotal role in three key areas:

• Sales Support & Compliance Administration
  • Processing new life, critical illness, and income protection applications
  • Updating CRM systems and internal records
  • Supporting advisers with regulated post-sale admin tasks
• Case Progression (Underwriting Pipeline Management)
  • Chasing insurers, underwriters, and medical providers for updates
  • Liaising with GPs for medical reports
  • Keeping clients updated and moving cases forward without delay
• Ongoing Client Support
  • Handling queries from existing policyholders
  • Managing updates such as changes of address or contact details
  • Delivering a professional and empathetic service, even when discussing sensitive medical or lifestyle information

About You

We’re looking for someone who thrives in a structured environment, enjoys taking ownership of their work, and is confident communicating with customers, insurers, and medical professionals by phone. You’ll be comfortable handling up to 50% phone-based work, including outbound calls.

You may have worked in a financial services admin role, a regulated sales support team, or a case progression function in protection, mortgage, or insurance. You’ll be methodical, reliable, and take pride in seeing things through to completion.

What’s on Offer

• £30,000 £35,000 salary depending on experience
• Hybrid working (minimum 3 days in the office)
• Full training on FCA‑compliant admin processes
• Ongoing support from experienced advisers and leadership
• Progression opportunities as the business expands and new support roles are created

Working Hours & Location

This is a hybrid role, with a minimum of 3 days per week in the office. Up to 2 days can be worked remotely. Please note this role is not suitable for someone seeking a fully remote position.

How to Apply

If you’re a motivated administrator with a background in regulated financial services or a strong desire to enter the field, we’d love to hear from you.