Private client Work, Jobs in Pitsford, Nth (with Salaries)

Sales Support Administrator
Portman Finance Group —Northampton
- Sales
- Microsoft Office
- Organisational skills
Quick apply
11d
Developer
Matrix —Milton Keynes
- Up to £55,000 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Software development
- Free parking
- Health & wellbeing programme
Quick apply
3d
Customer Success Manager
Total IT Technology Solutions Ltd —Bedford
- £27,000 - £30,000 a year
- Full-time
- CRM software
- Microsoft Office
- Travel
- Health & wellbeing programme
- Annual leave
Quick apply
Conference & Banqueting Manager
Coombe Abbey Hotel —Coventry
- £40,000 a year
- Weekend availability
- Contracts
- In-person
- Leadership
- Free parking
- Employee discount
Quick apply
Warehouse Manager - Live Events Industry
IPS —Bletchley and Fenny Stratford
- £50,000 - £55,000 a year
- Weekend availability
- Management
- First Aid Certification
- IT
- Free parking
- Life insurance
Quick apply
10d
Legal Receptionist/Administrator
Premier Solicitors —Bedford
- £24,784.50 - £26,000.00 a year
- Full-time
- Hospitality
- English
- Accounting
- Health & wellbeing programme
- Employee discount
Quick apply
Civils Assistant Project Manager
Walker Construction (UK) Ltd —Milton Keynes
- £35,000 - £50,000 a year
- Full-time
- Civil engineering
- Management
- Supervising experience
- Annual leave
- Life insurance
Quick apply
10d
Commercial Sales Development Manager
Bodypower Sports plc Fitness Superstore —Moulton
- Full-time
- Microsoft Powerpoint
- CRM software
- Master's degree
- Free parking
- Employee discount
Quick apply
Marketing Manager
Cameo —Leicester
- £40,000 - £45,000 a year
- Full-time
- IT
- In-person
- Communication skills
- Life insurance
Quick apply
Office Manager
Cass Allen —Bedford
- £27,000 - £30,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
4d
Customer Success Manager - BPL
Barclays —Northampton
- Management
Office coordinator
Impact Recruitment Services —Towcester
- £28,000 - £32,000 a year
1d
Dental Clinical Support Assistant
Novodente —Milton Keynes
- £13.50 - £14.50 an hour
- Part-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Communication skills
- Employee discount
Quick apply
1d
Sales Account Manager
Interact Analysis —Wellingborough
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Sales
- Free parking
- Annual leave
Quick apply
2d
Sr Client Success Manager
WorkBuzz —Milton Keynes
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
Processing Office Administrator
Aspire Personnel Ltd —Newport Pagnell
- £29,000 a year
- Microsoft Outlook
- Microsoft Office
- Communication skills
1d
Event & Operations Lead
Yellow Bus Catering —Northampton
- £22,000 - £28,000 a year
- Part-time
- Hospitality
- Sales
- Business development
- Flexible schedule
Quick apply
14d
Product Manager, Dialogue
WorkBuzz —Milton Keynes
- £60,000 - £75,000 a year
- Full-time
- Hybrid work
- AI
Live In Care Assistant
Ashridge Home Care —Milton Keynes
- £854 - £1,050 a week
- Care experience
- Care plans
- Annual leave
- Employee assistance programme
Quick apply
Relationship Director
HSBC Global Services Limited —Milton Keynes
- Full-time
- Banking
12d

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Sales Support Administrator

Portman Finance Group
Northampton

Quick apply

Job details

11 days ago

Benefits

Company pension
Company events

Qualifications

Sales
Sales administration
Microsoft Office
Xero
Organisational skills
Communication skills
A Level

Full job description

Overview

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 alongside ensuring our Sales Team and all appropriate systems, including our CRM, are kept up-to-date with progress. Due to the nature of the position, we are looking for someone who has strong attention to detail alongside the ability to manage multiple tasks simultaneously. Performing a pivotal role in our Sales process, excellent communication skills will be essential to working with our Sales Team to keep stakeholders updated and processes moving forward.

Responsibilities

Support our sales team with all related sales administration activities including compiling, creating and checking finance documents, quotations and proposals, and ensuring all required documents are available as requested by our lenders;
Submit finance applications to lenders through online portals;
Complete credit checks and check lending / interest rates for client proposals;
Arrange required signatures for finance documents, checking document accuracy before authorising for payment;
Ensure our CRM is kept up-to-date with sales progress and client interaction alongside filing client information correctly;
Raise invoices and commission documents, checking both formatting and information accuracy (including serial numbers, company details, addresses and so forth);
Compile pay-out packs post-signing to be sent to lenders for processing;
Assist with client onboarding, including KYC checks;
Answer inbound calls and enquiries, directing to the relevant Account Managers and Sales Executives;
Complete outbound calls to lenders and banks to help progress sales and request updates alongside chasing suppliers for required details and letterheads;
Support our internal credit team with credit searches; and
Any other appropriate job duties in line with the associated skill and experience of the post holder.

Requirements

Skills and Experience Required

Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above;
Experience providing professional Administration or Sales Administration support is essential;
Ability to communicate clearly in-person, over email, and on the telephone;
Ability to pro-actively identify issues and blockages, working with the Sales Team to investigate and resolve in a timely manner to avoid further problems down the line;
Positive and engaging telephone manner; and
Strong Microsoft Office skills with experience of using a CRM; knowledge of Xero would be beneficial.

Personal Attributes

Excellent written and oral communications skills;
Ability to remain calm under pressure and meet deadlines;
Strong organisational skills with a high attention to detail; proof-reading experience is highly advantageous;
Ability to prioritise and handle multiple tasks at any given time in a fast-paced environment;
Pro-active and enthusiastic with a can do attitude;
Good commercial acumen; and

Benefits

Company Overview

Portman Finance Group was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. We have now arranged over £1billion in funding for over 15,000 companies.

Portman secure finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow, and are one of the largest privately owned Broker-Lenders in the UK.

Portman work with any type of private sector business. We have a long and successful history of financing a variety of assets, quickly and easily. If you’re looking to lease or purchase further equipment, release equity or simply borrow, Portman can provide your business with the finance it needs.

Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.

Benefits:

Company events
Company pension
Transparent career progression
Monthly bonus

Quick apply

Refine Your Search

private client jobs in pitsford, nth

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Relationship Director

I want to receive the latest job alerts for private client in pitsford, nth

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