Portman Finance Group
Sales Support Administrator
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Sales Support Administrator
About the Role
Supporting both our brokering and lending arms, the Sales Support Administrator will be responsible for processing and managing all administration paperwork throughout our sales process, ensuring our Sales Team and systems—including our CRM—are kept up-to-date with progress. The role requires a candidate with strong attention to detail and the ability to multitask effectively. Due to the pivotal nature of this position, exceptional communication skills are essential to keep stakeholders informed and processes moving forward.
Responsibilities
- Support our sales team with all related sales administration, including:
- Compiling, creating, and reviewing finance documents, quotations, and proposals
- Ensuring all required documents are available to lenders on request
- Submit finance applications to lenders via online portals
- Conduct credit checks and investigate lending/interest rates for client proposals
- Coordinate signature collection for finance documents, verifying accuracy before authorisation
- Maintain real-time updates in our CRM regarding sales progress and client interactions
- Raise invoices and commission documents, checking formatting and data accuracy
- Compile payout packs post-signing for lenders to process
- Assist with client onboarding, including KYC checks
- Field inbound calls and inquiries, directing customers to relevant Account Managers and Sales Executives
- Make outbound calls to lenders, banks, and suppliers to progress sales, request updates, and chase missing documentation
- Support the internal credit team with credit searches
- Perform other duties commensurate with experience
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Requirements
Skills and Experience Required
- Degree-educated preferred, with a minimum of A-Levels (BBB or higher) or equivalent
- Essential: Experience in professional Administration or Sales Administration support
- Fluency in oral, written, and telephone communication
- Proactive problem-solving to identify issues or blockages, coordinating with the Sales Team for resolutions
- Positive and professional telephone demeanour
- Strong Microsoft Office skills and CRM experience
- Xero knowledge would be advantageous
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Personal Attributes
- Exceptional written and verbal communication
- Ability to handle pressure and meet deadlines
- Strong organisation with a high level of attention to detail
- Proofreading experience is highly beneficial
- Ability to prioritise and manage multiple fast-paced tasks
- Proactive attitude with a “can-do” mindset
- Good commercial awareness
- Capable of working independently while collaborating as a team player
Company Overview
Portman Finance Group was established in 2007 to provide UK SMEs with a range of finance solutions. To date, we’ve facilitated over £1 billion in funding for 15,000+ companies.
As a leading privately owned broker-lender, we offer flexible payment terms through our 40+ lending partners, supporting businesses of all sizes—whether it’s securing equipment leasing, equity release, or general borrowing.
Criminal Records Check
As part of the recruitment process, criminal records and credit checks may be conducted.
Benefits
- Company events
- Company pension
- Transparent career progression
- Monthly bonus
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