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- Tasks: Support the sales team with documentation and compliance in a fast-paced environment.
- Company: Join a growing financial services firm focused on credit and compliance.
- Benefits: Enjoy a full-time role with opportunities for growth and collaboration.
- Why this job: Be part of a dynamic team that values attention to detail and compliance.
- Qualifications: GCSEs in English and Maths required; degree in related field preferred.
- Other info: Ideal for those looking to kickstart their career in finance and compliance.
The predicted salary is between 28800 - 43200 £ per year.
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
- 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)
- 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)
- 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
Sales Support Administrator - Commercial Finance employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Administrator - Commercial Finance
✨Tip Number 1
Familiarise yourself with the key compliance regulations such as AML, GDPR, and KYC. Understanding these processes will not only help you in the role but also demonstrate your commitment to compliance during the interview.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed documentation or compliance-related tasks in previous roles. This will highlight your attention to detail and ability to handle multiple responsibilities.
✨Tip Number 3
Network with professionals in the financial services sector, especially those who work in compliance or sales support. Engaging with industry contacts can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Be prepared to discuss your experience with CRM systems during the interview. Highlight any specific software you've used and how you've maintained audit-ready records, as this is crucial for the Sales Support Administrator role.
We think you need these skills to ace Sales Support Administrator - Commercial Finance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales support, legal documentation, and compliance. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that relate to managing legal documents and supporting sales teams, and express your enthusiasm for the position.
Highlight Relevant Skills: In your application, emphasise skills such as attention to detail, organisational abilities, and familiarity with compliance processes like AML, GDPR, and KYC. Provide examples of how you've used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Integro Partners
✨Showcase Your Attention to Detail
Given the role's emphasis on managing legal and compliance-related documentation, it's crucial to demonstrate your exceptional attention to detail. Prepare examples from your past experiences where your meticulousness made a difference, especially in compliance or documentation tasks.
✨Familiarise Yourself with Compliance Processes
Since the position involves AML, GDPR, and KYC checks, make sure you brush up on these compliance processes before the interview. Being able to discuss these topics confidently will show that you're well-prepared and understand the importance of regulatory standards.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle compliance issues. Think of situations where you had to manage multiple tasks under pressure, and be ready to explain how you prioritised and resolved them.
✨Demonstrate Your Communication Skills
As a Sales Support Administrator, you'll need to liaise with various stakeholders, including solicitors and the sales team. Practice articulating your thoughts clearly and confidently, both verbally and in writing, to showcase your strong communication skills during the interview.
