Client Finance Manager

Forza Finance; Chelmsford; On-site; GBP 35,000 - 52,000; Full time

Job summary

Forza Finance is seeking a Client Finance Manager in Chelmsford to drive online finance enquiries, deliver expert advice and tailored solutions. You will ensure a smooth, compliant sales process and provide a premium customer experience.

This role sits at the heart of a FCA-regulated broker, requiring strong communication, UK motor trade knowledge, and the ability to build trust with dealerships and customers while maintaining data accuracy in the CRM.

Qualifications

• Experience in motor trade, finance, or an FCA-regulated role.
• Strong knowledge of car finance, warranties, insurance, and FCA compliance.
• 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.
• A proactive approach to staying updated on FCA regulations, SAF training, and industry best practices.

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.

Skills

Communication

Organisational

Attention to detail

Target-driven

Independent worker

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? At Forza 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.

Why Choose Forza Finance?

• 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 a Client 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.

Job Types: Full-time, Permanent

Schedule

• Monday to Friday
• Weekend availability

Work Location: In person