Finance Onboarding Coordinator

Farol Ltd; United Kingdom; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Company pension

Employee discount schemes

Employee wellbeing service

Cycle to work scheme

Up to 25 days holiday

Job summary

Farol Ltd is seeking a Finance Onboarding Coordinator to manage the end-to-end onboarding process for our customer base in the United Kingdom. The role focuses on facilitating onboarding applications (KYC) to finance houses, promoting and securing revolving credit facilities, and providing administrative support to the wider Sales Administration team.

The successful candidate will be highly organised, customer-focused and capable of handling multiple tasks in a fast-paced environment.

Qualifications

• Experience in customer onboarding, sales administration, finance administration, or customer service roles.
• Strong administrative and organisational skills with attention to detail.
• Excellent verbal and written communication abilities for customers and internal teams.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience using CRM systems and Microsoft Office tools in a sales support context.

Responsibilities

• Coordinate end-to-end onboarding for new and existing customers ensuring compliance with policies and regulatory requirements.
• Liaise with customers to obtain required documentation and information.
• Maintain accurate customer records within CRM and internal systems.
• Proactively identify opportunities to introduce revolving credit facilities.
• Assist with order processing and customer account management activities as required.
• Handle incoming customer inquiries and direct them appropriately.
• Provide ad hoc administrative support to the Sales Administration manager.

Skills

Customer onboarding experience

Administrative & organisational skills

Verbal & written communication

Multi-tasking & deadline management

Customer service mindset

Sales support experience

Tools

CRM software

Microsoft Excel

Outlook

Word

Job description

The Finance Onboarding Coordinator is responsible for managing the onboarding process for our customer base.

The role focuses on facilitating customer onboarding applications (KYC) to finance houses, proactively promoting and securing revolving credit facilities, and providing administrative support to the wider Sales Administration team.

The successful candidate will be highly organised, customer-focused and capable of managing multiple tasks in a fast‑paced environment.

Key Responsibilities

• Coordinate and manage the end‑to‑end onboarding process for new and existing customers ensuring all activities comply with company policies and regulatory requirements
• Liaise with customers to obtain all required documentation and information
• Maintain accurate customer records within CRM and internal systems
• Proactively identify opportunities to introduce and secure revolving credit facilities for customers
• Assist with order processing and customer account management activities as required
• Handle incoming customer enquiries and direct them appropriately
• Ad hoc administrative duties to support the Sales Administration manager

Skills & Experience

• Experience in a customer onboarding, sales administration, finance administration, or customer service role
• Strong administrative and organisational skills
• Excellent verbal and written communication abilities
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office, particularly Excel, Outlook, and Word
• High attention to detail and accuracy
• Experience within a sales support environment

Personal Attributes

• Customer‑focused and professional
• Proactive and self‑motivated
• Strong problem‑solving skillsTeam player with a collaborative approach
• Confident in building relationships with customers and external partners
• Adaptable and able to work in a fast‑paced environment

Key Performance Indicators (KPIs)

• Onboarding turnaround times
• Revolving credit facility sign‑up rates

About The Benefits

We can offer a highly competitive annual salary of £28‑£30k depending on experience, up to 25 days holiday (plus Bank Holidays), company pension, employee discount schemes, employee wellbeing and financial planning service, cycle to work scheme