About this role
Sales Support Executive | Financial Services
Southwark, London | £26,000 - £29,000 DOE | 12 Month Fixed Term Contract
Looking for a role where you're more than just processing paperwork?
If you have experience supporting sales teams, brokers, or customers within financial services and enjoy being at the centre of deal progression, this could be an excellent opportunity to join a respected and growing organisation in London.
We're partnering with a well-established financial services business that is looking to strengthen its Broker Support team with an organised and commercially minded Sales Support Executive. This is a role where your attention to detail, relationship-building skills, and ability to keep transactions moving will make a genuine impact on business performance.
Whether you're currently in broker support, lending administration, asset finance, banking, insurance, or another regulated financial services environment, this position offers the chance to broaden your experience within a supportive and collaborative team.
What you'll be doing
As a key link between brokers, sales teams, underwriting, and operational departments, you'll help ensure finance deals progress smoothly from initial proposal through to payout.
Your responsibilities will include:
Managing finance applications and proposals through to completionActing as a trusted point of contact for brokers and business partnersSupporting Broker Development Managers with live deal progressionAssisting with structuring and preparing more complex funding casesConducting KYC and customer due diligence checksProducing quotations and ensuring funding requirements are metPreparing and reviewing documentation in line with compliance standardsLiaising with underwriting, governance, payouts, and finance teamsMaintaining accurate records within a highly regulated environment What we're looking for
You'll be someone who enjoys working in a fast-paced environment, juggling multiple priorities while maintaining exceptional accuracy.
We're particularly interested in candidates with:
Experience within financial services, lending, asset finance, banking, insurance, or a similar regulated sectorA background in sales support, broker support, customer operations, or deal administrationKnowledge of KYC, compliance, and customer due diligence processesStrong communication skills and confidence building relationships with brokers and internal stakeholdersExcellent organisational skills and the ability to manage multiple live cases simultaneously Why consider this opportunity?
Join a respected and established financial services organisationDevelop your experience within a specialist broker support functionWork closely with sales, underwriting, and operational teamsGain exposure to the full deal lifecycle from proposal to payoutBe part of a collaborative and supportive environmentConvenient Southwark location with excellent transport linksCompetitive salary of £26,000 - £29,000 depending on experience Interested?
If you're currently working in financial services support and are looking for a fresh challenge where you can utilise your knowledge while continuing to develop your career, we'd love to hear from you.
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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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