Job overview

The role of the Office Admin Support is to provide an effective, efficient and consistent service in supporting our Operations & Sales divisions throughout the UK whilst efficiently carrying out the key responsibilities outlined below. In doing so the Office Admin Support will gain a mass of experience and a broad overview of our dynamic and busy broker team.

What will I learn?

The main responsibilities of the Office Admin Support will include, but are not limited to, the following:


  • Adding records to the Customer Relationship Management (CRM) system and making sure it is kept up to date
    • Speaking to funders on a daily basis to keep up to date with the latest product changes
    • Drafting client proposal forms for the brokers
    • Uploading opportunities to the funder’s platform
    • Keeping broker files in a well organised and presentable manner
    • Communicating with the sales team and making sure their files are progressing and deal with any issues that may arise
    • Set priorities in relation to your own busy workload
    • Liaise on a daily basis with both internal and external contacts such as funders, brokers, clients and potential clients.
    • Communicate effectively with a wide range of people
    • Any other general duties as required

What qualification or qualities are required?

Essential skills required:
• Competent in numeracy skills
• Basic IT skills with knowledge of Microsoft packages
• Positive work ethic
• Genuine interest and desire to learn and develop a career
• Excellent customer care and communication skills
• High attention to detail
• Good problem-solving skills
• Self-motivated/proactive and able to work on own initiative and as part of the team
• Being able to work under pressure

Set Training is an equal opportunities training provider and encourage applications from all different backgrounds, regardless of their race, sex, disability, religion/beliefs or sexual orientation.

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