Client Finance Manager

The Solution Auto; Chelmsford; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Modern office facilities

Supportive team

Career progression opportunities

Competitive salary

Uncapped bonus potential

Job summary

The Solution Auto in the United Kingdom is seeking a Client Finance Manager to join our team. This role suits someone with motor finance or FCA-regulated experience who wants to develop their career with a respected industry leader.

You will build strong lender relationships, manage quotations and applications in line with FCA rules, explain products clearly, and contribute to KPIs while maintaining excellent customer service. Modern offices and a supportive team await.

Qualifications

• Experience in motor finance or FCA regulated environment.
• Ability to understand and explain finance products clearly.
• Proven track record in managing quotations and applications.
• Strong communication, organisation and relationship-building skills.

Responsibilities

• Build strong relationships with customers and assess their finance needs.
• Manage finance quotations and applications in line with FCA regulations.
• Explain finance products clearly to customers, ensuring transparency.
• Work towards KPIs and maintain excellent customer service.
• Maintain accurate records using the CRM system and perform admin tasks.
• Conduct affordability assessments in compliance with FCA and GDPR.

Skills

FCA Regulations

Customer relations

Finance knowledge

Quotations & applications

Tools

CRM system

Job description

VACANCY ALERT!

Client Finance Manager

Our client is looking to appoint an experienced Client Finance Manager to join their successful team. This is an excellent opportunity for someone with a background in motor finance or an FCA regulated environment who is looking to develop their career with a respected industry leader.

Key Responsibilities

• Build strong relationships with customers, understanding their individual finance requirements and recommending suitable products.
• Manage finance quotations and applications in line with FCA regulations and internal compliance standards.
• Clearly explain finance products and associated services, ensuring transparency and customer confidence throughout the process.
• Work towards individual and team KPIs, maximising conversion rates while maintaining excellent customer service.
• Maintain accurate customer records and complete all associated administration using the CRM system.
• Conduct affordability and credit assessments while ensuring compliance with FCA and GDPR requirements.
• Liaise with dealerships, lenders and external partners to facilitate efficient transactions and minimise fraud risk.

To be successful in this role, you'll ideally have:

• Previous experience within the motor trade, vehicle finance, asset finance or another FCA regulated financial services environment.
• A solid understanding of vehicle finance products, warranties, insurance and FCA compliance requirements.
• Excellent communication, organisation and relationship-building skills.
• A results-driven approach with the ability to manage your own workload and work effectively within a team.
• A proactive attitude towards professional development, staying up to date with FCA regulations, SAF accreditation and industry best practice.

What's on Offer:

• Monday to Friday working pattern with only occasional Saturday requirements.
• The opportunity to join a successful, growing and financially strong organisation.
• Modern office facilities and a supportive, collaborative working environment.
• Access to a wide panel of lenders and competitive finance products.
• Genuine opportunities for career progression and ongoing professional development.
• A competitive salary, uncapped bonus potential and a comprehensive benefits package.