Join our dynamic and forward-thinking team, where we believe in fostering a collaborative and supportive work environment. We are seeking a motivated and detail-oriented sales administrator to support our office operations and contribute to our continued success.
Job Summary
- Processing and managing new sales leads efficiently.
- Accurately inputting customer information and updating records within our CRM system.
- Communicating with customers via phone, text message, and email, providing exceptional service throughout their journey.
- Building and maintaining strong, long-term relationships with customers.
- Supporting the wider sales team to achieve business targets and deliver an outstanding customer experience.
- Assisting with general administrative duties as required.
- Teamwork
- As part of this role, occasional appearances on the company’s social media channels may be required, including promotional videos, photographs, or other marketing content. Confidence in representing the business in a professional manner is desirable.
- Chance to earn commission after a successful probation period.
Qualifications/Skills/Experience
- Previous experience in an administration, sales support, or customer service role.
- Is confident using computers and willing to learn CRM software.
- Good knowledge of Microsoft Office or similar software.
- Can prioritise tasks and work effectively in a busy environment.
- Has excellent communication and interpersonal skills.
- Awareness & understanding of FCA Regulation & Data Protection Legislation.
- Excellent IT skills including Microsoft Office software and in particular, Microsoft Excel
- Enthusiastic and a positive attitude to work is essential
- Is highly organised with strong attention to detail.
- Ability to work on own initiative as well as collaboratively, working with all levels of the business.
- Has a positive, professional, and customer-first attitude.
FCA Conduct Requirements
As an employee of a Financial Services firm regulated by the Financial Conduct Authority (FCA), you are required to comply with the FCA Conduct Rules as set out in COCON 2, summarised below. The firm has set clear objectives in its Conduct Rules Policy including further information to assist employees to comply with these rules.
First Tier - Individual Conduct Rules
1. You must act with integrity
2. You must act with due care, skill and diligence
3. You must be open and cooperative with the FCA, the PRA and other regulators
4. You must pay due regard to the interests of customers and treat them fairly
5. You must observe proper standards of market conduct
6. A Firm must act to deliver good outcomes for retail customers
Ready to Apply?
If you’re as excited about this opportunity as we are, we’d love to hear from you. Send your CV and a brief cover letter to tell us why you’d be a great fit.
Become a valued member of our team today!
Joining Family Finance Group means becoming part of a company with over 65 years of trusted service in the finance industry. But it’s not just about legacy—it’s about the people and the culture that make it thrive today.
Here’s why someone might love working there:
- People-first culture: Family Finance prides itself on a personal, friendly approach—not just with customers, but with colleagues too. You’re not just a number; you’re part of a close-knit team that values your voice.
- Supportive benefits: From enhanced parental leave, charity days, to wellbeing programs and casual dress days, we offer perks that show they care about life beyond the office.
- Community roots: Based in Tredegar, the company has deep ties to the local area and a reputation for reliability and integrity.
- Modern flexibility: With flexible working options and a proactive approach to colleague engagement, they’re not stuck in the past—they’re evolving with the times.
If you’re looking for a workplace that blends tradition with a modern, people-focused ethos, Family Finance Group might just be your next great move.
To view our privacy policy please head over to our website on -Privacy Policy - Family Finance - https://www.familyfinanceltd.co.uk/privacy-policy/
Job Types: Full-time, Permanent
Pay: £23,250.00 per year
Benefits:
- Additional leave
- Bereavement leave
- Company events
- Company pension
- Cycle to work scheme
- Employee mentoring programme
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Life insurance
- Paid volunteer time
- Sick pay
Experience:
- Sales: 1 year (preferred)
- Customer service: 1 year (preferred)
- Administrative: 1 year (preferred)
Work authorisation:
- United Kingdom (required)
Work Location: In person
