Job Role:

Sales Support Administrator


Supporting both our brokering and lending arms, the Sales Support Administrator will be responsible for processing and managing all administration paperwork throughout our sales process alongside ensuring our Sales Team and all appropriate systems, including our CRM, are keep up-to-date with progress. Due to the nature of the position, we are looking for someone who has strong attention to detail alongside the ability to manage multiple tasks simultaneously. Performing a pivotal role in our Sales process, excellent communication skills will be essential to working with our Sales Team to keep stakeholders updated and processes moving forward.


  • Support our sales team with all related sales administration activities including compiling, creating and checking finance documents, quotations and proposals, and ensuring all required documents are available as requested by our lenders;
  • Submit finance applications to lenders through online portals;
  • Complete credit checks and check lending/interests rates for client proposals;
  • Arrange required signatures for finance documents, checking document accuracy before authorising for payment;
  • Ensure our CRM is kept up-to-date with sales progress and client interaction alongside filing Client information correctly;
  • Raise invoices and commission documents, checking both formatting and information accuracy (including serial numbers, company details, addresses and so forth);
  • Compile pay-out packs post-signing to be sent to lenders for processing;
  • Assist with client onboarding, including KYC checks;
  • Answer inbound calls and enquiries, directing to the relevant Account Managers and Sales Executives;
  • Complete outbound calls to lenders and banks to help progress sales and request updates alongside chasing suppliers for required details and letterheads;
  • Support our internal credit team with credit searches; and
  • Any other appropriate job duties in line with the associated skill and experience of the post holder.

Skills & Experienced Required

  • Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above;
  • Experience providing professional Administration or Sales Administration support is essential;
  • Ability to communicate clearly in-person, over email, and on the telephone;
  • Ability to pro-actively identify issues and blockages, working with the Sales Team to investigate and resolve in a timely manner to avoid further problems down the line;
  • Positive and engaging telephone manner; and
  • Strong Microsoft Office skills with experience of using a CRM; knowledge of Xero would be beneficial.

Personal Attributes

  • Excellent written and oral communications skills;
  • Ability to remain calm under pressure and meet deadlines;
  • Strong organisational skills with a high attention to detail; proof-reading experience is highly advantageous;
  • Ability to prioritise and handle multiple tasks at any given time in a fast-paced environment;
  • Pro-active and enthusiastic with a can do attitude;
  • Good commercial acumen; and
  • Ability to work on own initiative as well as being a team player.

Job Description

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