* Supporting the sales team with prospect data, compliance checks, and documentati
* Issuing and verifying offer letters and legal documents
* Liaising with solicitors on legal matters such as Deeds of Priority and property
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:
1. Supporting the sales team with prospect data, compliance checks, and documentation
2. Issuing and verifying offer letters and legal documents
3. Coordinating the take-on process through to payout, including due diligence, AML, GDPR, and KYC checks
4. Liaising with solicitors on legal matters such as Deeds of Priority and property charges
5. Maintaining CRM systems and introducer databases
6. Managing trust accounts and maintaining legal and sales files
7. Preparing internal reports and performing audit sampling
8. Assisting in credit control, verification, and ...