Sales Support Officer / Client Onboarding Officer / Birmingham (3 days office / 2 days remote) / £30,000 to £35,000

We are partnering with a growing and ambitious financial services organisation seeking a proactive and commercially minded Sales Support Officer to join their expanding commercial team.

This is an excellent opportunity for someone who enjoys relationship management, sales coordination, data analysis and operational support within a fast-paced, customer-focused environment. The position offers strong long-term development potential into broader commercial, business development or strategy-focused roles.

The Opportunity

Working closely with senior commercial leadership, you will play a key role in supporting intermediary and broker relationships, ensuring high service standards, producing meaningful sales insight, and helping drive commercial growth.

This role would suit someone who is highly organised, analytically minded and confident managing multiple priorities while building strong professional relationships.

Key Responsibilities

Broker & Relationship Support

Act as a first point of contact for broker and intermediary enquiries.
Support broker onboarding and annual review processes.
Build and maintain strong working relationships with intermediary partners.
Ensure queries and service issues are resolved efficiently and professionally.

Sales Support & Coordination

Support the commercial team in achieving volume, conversion and service targets.
Assist with pipeline management, case tracking and follow-up activity.
Coordinate broker communications and engagement initiatives.
Prepare meeting packs, presentations and sales materials.

Reporting & Sales Analysis

Produce regular management information and sales reporting.
Analyse trends, broker performance and conversion activity.
Provide insight and recommendations to senior stakeholders.
Maintain accurate CRM records and reporting systems.

Operational Improvement

Identify opportunities to improve internal processes and customer journeys.
Support operational and sales improvement initiatives.
Ensure compliance with regulatory standards and internal policies.
Maintain high standards of data quality and record keeping.

About You

We are looking for someone with:

Previous experience in a sales support, broker support, intermediary support or customer relationship role.
Strong organisational and administrative skills.
Excellent attention to detail and communication skills.
Experience producing reports and analysing sales data.
A proactive, solutions-focused approach.
The ability to manage competing priorities in a fast-moving environment.
Strong Microsoft Office skills, particularly Excel and PowerPoint.

Desirable Experience

Financial services, banking, lending, mortgage or fintech experience.
Knowledge of intermediary or broker distribution channels.
Experience using CRM systems and sales reporting tools.
Understanding of UK regulatory frameworks and Consumer Duty principles.

Working Pattern

Hybrid working model: 3 days office-based in Birmingham / 2 days remote.
Monday to Friday, standard office hours.
Flexibility may occasionally be required to support business needs.

If you are looking to join a collaborative and growing organisation where you can develop your commercial career and make a genuine impact, we would love to hear from you.

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