Client Finance Manager

Forza Finance Limited; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

Forza Finance is seeking a Client Finance Manager to handle online finance enquiries and provide expert advice in Chelmsford, Essex. The role requires a proactive individual with extensive knowledge of car finance and strong communication skills. Benefits include a Monday-to-Friday schedule and career progression opportunities in a supportive environment.

Benefits

Work-life balance

Career progression

Recognition and support

Qualifications

• Previous experience in motor trade, finance, or an FCA-regulated role essential.
• Strong understanding of car finance, warranties, insurance, and FCA compliance.
• A target-oriented mindset with the ability to work independently and in a team.

Responsibilities

• Build strong relationships with clients, understanding their financial needs.
• Manage finance quotes and ensure compliance with FCA regulations.
• Monitor conversion rates and performance to meet financial targets.

Skills

Communication

Organisational

Attention to detail

Job description

Client Finance Manager – Accelerate Your Career with Forza Finance!

Hours: 45 hours per week (Monday to Friday, 9am–6pm, occasional Saturdays)
Location: Chelmsford, Essex

Are you ready to elevate your career in the motor trade? AtForza Finance, we’re offering an exciting opportunity to join one of the UK’s leading Vehicle and Asset Finance Brokerages. If you’re tired of working weekends and want a role where your skills are valued, your career can flourish, and your earnings potential is limitless, look no further.

• Industry Excellence: Join a multimillion-pound brokerage with a proven track record of success and an expanding market share.
• Advanced Facilities: Work in a modern, state-of-the-art office environment designed to support your success.
• Exclusive Resources: Access top-tier rates and a unique panel of lenders, giving you a competitive edge.
• Growth Opportunities: Be part of a company that prioritises career development and internal progression.
• Supportive Culture: Work with a dedicated, passionate team committed to collaboration and achieving excellence.

About the Role

As aClient Finance Manager, you’ll be the first point of contact for online finance enquiries, providing expert advice and tailored solutions to customers. You’ll play a key role in ensuring a smooth, compliant sales process while delivering a premium customer experience.

Key Responsibilities

• Build strong relationships with clients, understanding their financial needs, and recommending suitable finance options.
• Manage finance quotes and services, ensuring compliance with FCA regulations and company standards.
• Clearly explain financial products, ensuring transparency and customer trust.
• Monitor and improve conversion rates, KPIs, and overall performance to meet financial targets.
• Maintain accurate customer data in the CRM system and handle administration efficiently.
• Conduct affordability checks, credit assessments, and ensure adherence to FCA and GDPR guidelines.
• Collaborate with dealerships, lenders, and partners to ensure seamless transactions and fraud prevention.

What We’re Looking For

• Experience: Previous experience in motor trade, finance, or an FCA-regulated role is essential.
• Knowledge: Strong understanding of car finance, warranties, insurance, and FCA compliance.
• Skills: Excellent communication, organisational, and attention-to-detail skills.
• Drive: A target-oriented mindset with the ability to work independently and as part of a team.
• Commitment: A proactive approach to staying updated on FCA regulations, SAF training, and industry best practices.

What’s in It for You?

• Work-Life Balance: Enjoy a Monday-to-Friday schedule with occasional Saturdays.
• Career Progression: Grow your career with a company that invests in your development.
• Recognition and Support: Work for a team that values your contributions and supports your goals.

Your Future Starts Here

At Forza Finance, we’re not just offering a job; we’re offering a career path where you can excel, grow, and achieve your full potential. If you’re passionate about delivering exceptional customer service and are ready to be part of a dynamic, forward-thinking team, we’d love to hear from you.

Apply now to take the next step in your career with Forza Finance!

Job Types: Full-time, Permanent

Schedule:

• Monday to Friday
• Weekend availability

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Forza Finance Limited is acting as a licensed credit broker and not a lender, authorised and regulated by the Financial Conduct Authority, registration number 743977. All finance is subject to status and income. Applicants must be 18 or over, terms and conditions apply, guarantees and indemnities may be required. Written Quotation on request. We can introduce you to a limited number of finance providers based on your credit rating and we may receive a commission for such introductions.