Overview
Citrus Recruit are excited to be recruiting for a Sales Administrator for 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. This is an office-based role Monday – Friday in a rural location; you must be able to drive to Wheldrake.
The successful candidate will have either similar experience in an office-based role or be a recent graduate who can demonstrate transferable skills and a desire to progress within a rapidly growing company.
Responsibilities
* 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
* 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 & Details
* Salary £25,000 - £29,000 depending on experience
* Annual bonus
* 23 days holiday + bank holidays (closed over Christmas)
* Monday – Friday 9-5 – office based
* Free parking
* Pension or access to a company saving scheme
* Regular socials and events
Employment & Seniority
* Employment type: Full-time
* Seniority level: Entry level
* Job function: Administrative and Customer Service
* Industries: Financial Services and Banking
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 gender, age, race, sexual orientation, disability, religion, or any other protected characteristic.
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