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Finance Specialist position in Bridgend

A full time permanent job in Bridgend listed by Jennifer Griffiths Recruitment ending on 28th March 2019

Finance Specialist

Description: Uploaded by Jennifer Griffiths Recruitment -

To provide an excellent service to our Customers, Dealers and Finance Providers at all times.

Qualify customer’s requirements and suitability for credit; propose to appropriate lenders and see each deal through to completion whilst following the company’s compliance process.

  • To provide a high standard of customer service to existing and potential customers.
  • To communicate effectively by telephone, Email and Face to Face
  • To have a full understanding of all Asset Finance business processes and procedures
  • Full understanding of all the finance products available
  • To follow sales and process scripts provided
  • Regular contact and relationship management with supporting dealers
  • To communicate effectively with lenders.
  • To obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of products that are available
  • To provide relevant information and guidance
  • To take instructions from clients
  • To complete and maintain accurate file notes
  • To check customer documentation before dispatch
  • To answer the telephone promptly and professionally
  • To provide Reports as requested
  • Ensuring every customer is treated fairly throughout the sales process
  • Sending finance proposals to appropriate lenders based on the information available.
  • Liaising with finance providers to achieve best outcomes for each customer.
  • Setting up New Dealers using the company 'Set Up’ process


  • PC Literate, including the use of Microsoft packages
  • Good literacy and numeracy skills
  • To have a good understanding of consumer credit
  • Knowledge of regulations of the Financial Conduct Authority
  • To provide Reports as requested
  • Understand lender requirements to secure best outcome for customers
  • Communicate and build relationships with Dealers
  • To complete and maintain accurate file notes
  • To communicate effectively by telephone, email and face to face
  • To provide a high standard of customer service


  • Team Player
  • Excellent communication and customer service skills
  • Conscientious
  • Attention to detail
  • Organised
  • Self-motivated

Salary: £16,000 basic OTE £25,000

We shall only respond to candidates with relevant experience

Posted on: 14/02/2019

Applications Until: 28/03/2019

Location: Bridgend, UK

Employment Type: permanent, full time 35-40 hours per week

Salary: GBP £16000

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