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- Supporting the sales team with a variety of administrative tasks, including preparing finance documents and customer proposals.
- Submitting finance applications through lender portals and carrying out credit checks.
- Ensuring accuracy and completion of documents before authorisation for payment.
- Keeping CRM records and client files up to date and well organised.
- Preparing invoices and commission documentation.
- Assisting with client onboarding and KYC checks.
- Taking inbound calls and directing them to the right people, as well as making outbound calls to suppliers and lenders when required.
- Supporting the credit team with credit searches and paperwork.
- Helping out with other ad hoc admin tasks as needed.
- A degree-level qualification is preferred (any discipline), or equivalent strong academic background including A-levels or similar.
- Previous office-based admin experience is beneficial but not essential — we’re open to candidates with the right attitude and a willingness to learn.
- A confident communicator with good written and verbal skills.
- Comfortable speaking on the phone in a professional, friendly manner.
- Good attention to detail and the ability to stay organised in a busy environment.
- Comfortable using Microsoft Office (Word, Excel, Outlook); CRM or accounting software like Xero is a bonus but not required.
