. This role is crucial in ensuring our bridging sales function runs smoothly, service levels are exceeded, and opportunities are maximised.
The Role
As a
Sales Admin Team Leader
, you will:
Lead, onboard, and train the sales administration team, ensuring strong knowledge of bridging finance processes and compliance requirements.
Oversee workloads, set priorities, and step in to complete tasks personally to maintain service levels.
Provide daily reporting, management information, and incentive tracking to support senior management.
Maintain and optimise sales systems (Fusion & HubSpot), ensuring accurate data is captured and reported.
Handle introducer queries with confidence, delivering exceptional service to maximise bridging sales opportunities.
Ensure introducers are fully set up on systems with correct documentation, permissions, and licences in place.
Suggest and implement process improvements to achieve best practice in bridging finance administration.
Key Skills & Competencies
Solid experience within the BRIDGING FINANCE SECTOR
Excellent communication skills -- written and verbal -- essential for team leadership, introducer engagement, and stakeholder management.
Ability to multi-task and prioritise effectively in a high-pressure environment.
Strong attention to detail to ensure all bridging finance documentation and records are accurate.
Intermediate MS Excel skills for reporting and management information.
A proactive problem-solver, able to identify and implement efficiencies within the sales administration process.
Knowledge & Experience
Bridging finance administration experience is essential
-- applicants without a background in bridging finance will not be considered.
Previous experience in sales support or sales administration within financial services.
Prior experience in team leadership or personnel management.
PC literate with good knowledge of Outlook, Word, Excel, and PowerPoint.
Familiarity with CRM systems such as Fusion and HubSpot is advantageous.
Personal Attributes
Approachable and self-motivated.
Resilient and flexible, with the ability to stay calm under pressure.
Strong leadership qualities, combined with a hands-on approach.
A collaborative team player who can lead by example.
If you have solid
bridging finance admin experience
and the leadership skills to drive a high-performing team, this
Sales Admin Team Leader
position offers an excellent opportunity to make a significant impact.
Job Type: Full-time
Pay: Up to 37,500.00 per year
Benefits:
Company pension
On-site parking
Work Location: In person
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