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 completion
Acting as a trusted point of contact for brokers and business partners
Supporting Broker Development Managers with live deal progression
Assisting with structuring and preparing more complex funding cases
Conducting KYC and customer due diligence checks
Producing quotations and ensuring funding requirements are met
Preparing and reviewing documentation in line with compliance standards
Liaising with underwriting, governance, payouts, and finance teams
Maintaining accurate records within a highly regulated environmentWhat 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 sector
A background in sales support, broker support, customer operations, or deal administration
Knowledge of KYC, compliance, and customer due diligence processes
Strong communication skills and confidence building relationships with brokers and internal stakeholders
Excellent organisational skills and the ability to manage multiple live cases simultaneouslyWhy consider this opportunity?
Join a respected and established financial services organisation
Develop your experience within a specialist broker support function
Work closely with sales, underwriting, and operational teams
Gain exposure to the full deal lifecycle from proposal to payout
Be part of a collaborative and supportive environment
Convenient Southwark location with excellent transport links
Competitive salary of £26,000 - £29,000 depending on experienceInterested?
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.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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