Finance Onboarding Coordinator

About the Company

Farol Ltd is an extremely successful and growing multisite agricultural and groundcare business and the largest John Deere dealership in the UK. Established as a family business in 1976, Farol today is made up of 280 Service, Parts, Sales, Transport and Business Support Team Members, whilst still remaining 100% family owned. Holding the renowned John Deere franchise along with many other brands, we are the market leaders in agriculture, groundcare and homeowner products. Our vision is to deliver a preeminent service by being at the forefront of technology, whilst developing a rich and rewarding environment for our employees.

About The Role

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 skills.
• Team 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.
• Customer satisfaction levels.

About The Benefits:

We can offer a highly competitive annual salary of £28-£30k dependent 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.

Why come to Farol?

Farol is the leading John Deere dealership in the UK with people at the heart of its strategy. We know that our people are the key to our success and we make sure we appreciate and reward everyone's contribution. Not only do we recognise expertise, skills and professionalism, we value highly the very things that make our team members unique: their passion, their dedication, their approachability and the fact that going the all-important extra mile is second nature.