Sales Support Executive

CompanyClose Brothers Premium Finance

LocationWimbledon, England, United Kingdom

Posted At1/20/2026

UK Visa Sponsorship Analytics

Occupation Type

Office supervisors

Occupation Code Skill LevelIneligible

Sponsorship EligibilityIneligible for Sponsorship

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Description

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Premium Finance Team where you will enable the Sales Managers to sell – increasing finance penetration of the existing broker portfolio, retention of existing accounts / contracts, and conversion of new business leads.

Working as part of the Sales Operations team our ideal team member will have previous experience in analysing large amounts of data from multiple sources, summarising it effectively to pick out key trends and topics to be relayed to the broker with excellent commercial awareness, balanced with good risk management values.

RESPONSIBILITIES

Ensure that you maintain regular scheduled contact with the Sales Managers, ideally daily.
Ensure any Sales Manager requests for rates papers are interpreted accurately, and questioned wherever necessary to reduce errors.

Use Salesforce to identify new business leads assigned to Sales Managers, completing basic pre-onboarding checks to streamline to process and minimise the risk of missing or incomplete documentation.

Work closely with Sales Managers to drive up finance penetration, broker retention, and successful new business onboarding.

Build and maintain strong, effective working relationships with Brokers.

Ensure all relevant broker contact is logged in Salesforce to assist the Sales Manager in maintaining relationships.

Make use of available data to support the Sales Managers in having value-add conversations with their brokers.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

An ability to work independently, whilst still contributing to the team dynamic.
The ability to build and maintain relationships both internally and externally.
Client centric and always put the customer at the heart of everything you do.
The Ability to interpret data from multiple sources.
An ability to effectively prioritise and execute tasks in a high-pressure environment.
Strong planning and delivery management.

Excellent written and oral communication skills.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

Good knowledge of Microsoft Excel, Salesforce.
Knowledge of the insurance market / regulatory requirements

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at recruit.ssc@closebrothers.com or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group= providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

To find out more about life at Close Brothers:

https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:

https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion ¦ Close Brothers Group