Sales Support Executive

Lloyd Recruitment - Epsom; Greater London; On-site; GBP 26,000 - 29,000; Full time

Job summary

Lloyd Recruitment Services are hiring a Sales Support Executive to join their Broker Support function in London. This 12 month fixed term contract supports brokers and internal sales teams within a regulated financial services environment, handling end-to-end administration of finance deals.

The ideal candidate has experience in regulated finance, knows KYC and compliance processes, and can manage multiple live cases with accuracy and professionalism.

Qualifications

• Experience in a regulated financial services environment.
• Experience supporting sales teams or brokers with live business cases.
• Understanding of compliance, KYC and documentation requirements.
• Ability to manage multiple cases in a fast-paced environment.

Responsibilities

• Manage finance proposals through to completion and payout.
• Act as a key contact for brokers by phone and email.
• Support Broker Development Managers and Sales teams to progress live deals.
• Assist with structuring of more complex cases.
• Conduct full KYC and customer due-diligence checks.
• Run quotes and ensure funding requirements are met.
• Prepare documentation in line with credit and compliance conditions.
• Liaise with underwriting, governance, payouts and finance teams.

Skills

Regulated finance experience

Sales support experience

KYC & due-diligence

Communication (phone & email)

Job description

Sales Support Executive - Broker Support

Location: Southwark, London

Salary: £26,000 - £29,000 DOE

Contract: 12 Month Fixed Term Contract

We're working with a well‑established financial services business seeking an experienced Sales Support Executive to join their Broker Support function on a 12 month fixed term contract.

This role supports brokers and internal sales teams in a regulated environment, managing the end to end administration of finance deals.

It is suited to someone who is comfortable working within financial services processes, compliance requirements and broker‑led sales activity.

Key Responsibilities

• Managing finance proposals through to completion and payout
• Acting as a key point of contact for brokers via phone and email
• Supporting Broker Development Managers and Sales teams to progress live deals
• Assisting with the structuring of more complex cases
• Conducting full KYC and customer due‑diligence checks
• Running quotes and ensuring funding requirements are met
• Preparing documentation in line with credit and compliance conditions
• Liaising with underwriting, governance, payouts and finance teams
• Maintaining accurate records in line with regulatory standardsEssential Experience

Essential Experience

• Previous experience in a regulated financial services environment (e.g. asset finance, lending, banking, insurance, broker support or similar) is ideal
• Experience supporting sales teams or brokers with live business cases
• Understanding of compliance, KYC and documentation requirements
• Confidence handling multiple cases simultaneously in a fast‑paced environment

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer