Citrus Recruit are excited to be recruiting for a Sales Administrator a Yorkshire based Financial Services company. Founded 10 years ago, this company focuses on working with SME businesses across the UK to have access to funds and have several different product ranges for their customers.
We are looking for a proactive and detail-driven Administrator to support fast-paced financial operations. This role offers a fantastic opportunity to build strong client relationships, develop your skills across multiple projects, and play a key part in delivering exceptional customer service.
We're looking for someone who wants to progress and grow within a rapidly growing company. The successful candidate will have either similar experience in an office-based role or a recent graduate who can demonstrate transferable skills.
This is an office-based role where you will be in the office Monday - Friday. It is a rural location so you must be able to drive to Wheldrake.
Responsibilities & day to day duties
As a Sales Administrator you will be responsible for:
Provide full administrative support across office functions, new business, finance and credit control, ensuring compliance with company processes.
Build and maintain strong relationships with clients, introducers, lenders and internal teams, delivering excellent customer service throughout the client journey.
Manage client accounts, including onboarding, documentation, payment requests, reconciliations and CRM updates, ensuring accuracy and timely communication.
Conduct 'know your customer' checks, review facility documents and monitor client risk profiles, escalating any concerns promptly.
Support operations and brokerage teams during busy periods and contribute to ad hoc projects as required.
Skills & experience required.
Experience in a similar office-based role, relationship management in a finance environment preferred; general office experience desirable.
Strong customer service, ability to work independently and in a team, proficient in Microsoft Office (Excel essential), numerate, literate, problem-solving skills, risk awareness, and ability to manage multiple projects.
Qualifications: Minimum A Level or equivalent; must be able to pass aptitude test.
Full driving licence and ability to travel to Wheldrake.
Benefits
Salary of £25,000 - £29,000 Depending on experience
Annual bonus
23 days holiday + BH (closed over Christmas)
Monday - Friday 9-5 - office based
Free parking
Pension or access to a company saving scheme
Regular socials and events
Citrus Recruit acts as an employment business when introducing candidates for permanent employment with a client. We take pride in being an equal opportunity employer that celebrates diversity. Our commitment to inclusion means that we seek out the best candidates for every role, regardless of their gender, age, race, sexual orientation, disability, religion, or any other protected characteristic.
While we make every effort to reach out to all candidates. If you don't receive a response within 10 days of applying, please understand that your application has not progressed on this occasion. Please review our website for further and upcoming opportunities.
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