Job Description
* 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:
* 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
Candidate Requirements:Education & Qualifications:
* 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)
Experience:
* 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)
Skills & Attributes:
* 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