Join Our Team

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

Responsibilities Include:

• Acting as the main point of contact between customers, suppliers and lenders throughout the document processing and payout stages
• Building and nurturing strong client relationships to uphold our ‘Excellent’ Trustpilot rating
• Working closely with the sales team to ensure client needs and timescales are understood and met
• Creating, preparing and submitting documentation accurately, efficiently and in line with company and regulatory procedures
• Addressing and resolving client concerns quickly while maintaining a professional, positive experience
• Proactively engaging with clients and lenders, requesting updates and anticipating future needs
• Collaborating with lenders and sharing best practices to drive efficiency
• Managing multiple clients and deals simultaneously with accuracy and organisation
• Keeping the CRM system (Salesforce) accurate and up-to-date at all times
• Handling phone and email communications professionally and in a timely manner
• Taking ownership of compliance responsibilities
• Working collaboratively across departments to deliver a first-class client journey

The Candidate:

• Strong written and verbal communication skills, with the ability to build rapport with clients, lenders and brokers
• Proven problem-solving skills to address and resolve concerns effectively
• A genuine, customer-focused approach and desire to help clients achieve their goals
• Excellent organisation and time-management skills
• Great attention to detail and accuracy in documentation
• Calm, professional and diplomatic when handling client queries
• Typically 2–3 years’ experience in a client-facing role, ideally in sales or customer service

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off

This vacancy applies to our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

In this role, you'll take ownership of maintaining and evolving our website and digital platforms, ensuring a seamless, high-quality user experience across all touchpoints. You’ll have a strong grasp of front-end development languages (HTML, CSS, JavaScript), an eye for design, and experience working with tools like Figma. Ideally, you'll have worked with HubSpot CMS or WordPress, with a good understanding of Conversion Rate Optimisation and UX best practices and how to optimise digital journeys.

You’ll work closely with the wider marketing and design team, helping to shape the digital face of Charles & Dean - ensuring our website not only looks great but converts effectively.

Responsible For:

The ideal candidate is forward-thinking, innovative, and a confident communicator. You’ll be an effective team player with strong attention to detail and demonstrable experience in website creation, optimisation, and ongoing management.

• WEBSITE DELIVERY – Own the planning, development, and continuous improvement of the Charles & Dean website, ensuring it supports and reflects the wider marketing strategy. You’ll oversee the implementation of new web features and pages that enhance usability, performance, and functionality.
• WEBSITE CONTENT & UX – Collaborate closely with the content team to shape and publish engaging, on-brand website content that clearly communicates product value. Ensure design and messaging are consistent, user-focused, and aligned with SEO and CRO best practices.
• WEBSITE PERFORMANCE REPORTING – Monitor site performance using tools such as Google Analytics and Search Console. Deliver structured, data-driven insights and regular reports that highlight user behaviour, lead generation metrics, and opportunities for optimisation.
• COMPLIANCE & GOVERNANCE – Ensure the website adheres to FCA and GDPR regulations. Work with compliance and key stakeholders to guarantee all web content is up to date, accurate, and fully compliant across all pages and integrations.

The Candidate:

• Problem-solver with strong attention to detail and a genuine interest in user interaction with websites

• Developing a solid foundation in front-end development and design skills

• Seeking an environment to apply and grow these skills

• Proficient in building pages with HubSpot Content Hub and creating custom modules

• Skilled in front-end coding languages: HTML, CSS, and JavaScript

• Confident web designer with a curious, proactive mindset

• Willing to experiment and test approaches to improve lead generation and user journeys

• Actively monitors website performance and user engagement

• Some experience with tools like Figma, SEO, CRO, and Google Analytics

• Highly motivated to learn, contribute, and help shape a user-centric, results-driven website

Essential Skills & Experience:

• Proven experience managing websites e.g. WordPress or HubSpot (highly desirable)

• Strong HTML/CSS knowledge

• Strong understanding of SEO (both technical and on-page)

• Good understanding of Conversion Rate Optimisation (CRO) and UX best practice

• Good understanding of Website Design (Using Figma or similar tools)

• Project management skills with the ability to lead website projects end-to-end

• Experience using analytics tools (e.g. Google Analytics, Search Console, VWO)

Desirable Skills (Nice to Have):

• Graphic design or content editing experience (e.g. Adobe Creative Suite, Canva)
• Knowledge of JavaScript or other web development languages
• Understanding of web accessibility and compliance standards
• Ability to interpret data and make insight-led decisions
• Familiarity with website security and GDPR compliance

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off

This vacancy applies to our headquarters in Stamford, Lincolnshire. The role is hybrid, requiring you to be on-site three days a week, with the flexibility to work from home for the remaining two days.

Responsibilities Include:

You will be responsible for outreach efforts including prospecting, qualifying leads and promoting Charles & Dean’s panel of lenders and available finance products. Sales Development Representatives are tasked with interacting with customers at the beginning of their C&D journey, creating a vital first impression for our brand and speaking with individuals from a variety of industries. 

You will support our busy team by:

• Playing a Vital Role in Outbound Sales & Marketing Activities
• Working Closely with Finance Specialists, Account Managers, Senior Account Managers & Heads of Departments
• Networking
• Finding & Initiating Contact with Potential Customers
• Qualifying Leads from Marketing Campaigns as Sales Opportunities
• Leading Initial Stages of a Sales Pipeline
• Maintaining & Developing our CRM System

Individuals with the initiative to understand clients on a granular level and follow guidance from team members will excel in this position.

The Candidate:

• Communication Skills (Verbal & Written)
• Evident Ambition
• Aptitude for Customer Service
• Commitment to Charles & Dean Values
• Computer Literacy
• Ability to Work Efficiently Under Pressure
• Strong Eye for Detail

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off

This vacancy applies to both our office in Bank, London and our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

Responsibilities Include:

You will take a proactive role in maintaining and developing relationships with new and existing customers, in addition to introducers, following our sales process and taking care to ensure documentation is in line with FCA and company regulations. 

You will be extremely driven to learn about all aspects of the industry, concentrating on asset finance, and will use the appropriate systems to support our busy team by:

• Managing Client Expectation
• Reporting Agreed KPIs To Management
• Developing Understanding of C&D Processes
• Exploring Industry Sectors (Engineering, Construction, Agriculture etc.)​

Previous experience in Sales is advantageous, but not essential, as full training and support will be provided. To be eligible, you must be confident, hard-working, number driven and comfortable speaking to potential customers in person and over the phone, going above and beyond your core role.

The Candidate:

• Communication Skills (Verbal & Written)
• Evident Ambition
• Aptitude for Customer Service
• Commitment to Charles & Dean Values
• Computer Literacy
• Ability to Work Efficiently Under Pressure
• Strong Eye for Detail
• Full UK Driving Licence

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off

This vacancy applies to both our office in Bank, London and our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Responsibilities Include:

The C&D Academy extends across various departments and members will spend a total of 12 months enjoying aspects of Sales, Operations, Marketing and Compliance. With regular training activities and workshops to participate in, the Academy becomes a fantastic stepping stone to grow and develop into becoming an influential and successful member of the team, ensuring you’ll make a meaningful contribution to Charles & Dean from the very beginning.

Previous experience is not necessary as you will be on a structured development programme. All that we require from you is commitment, passion and tenacity in abundance.

The Academy Offers:

• A comprehensive introduction to the world of financial services.
• An opportunity to obtain industry-recognised qualifications.
• The chance to develop your professional network and learn from the best in the business.
• Equipping you with the technical and practical skills to take your career in any direction.
• Upon successful completion of the program, you may be offered a full-time position.

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off

This vacancy applies to both our office in Bank, London and our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

Responsibilities Include:

• Directly report to the Directors, playing a pivotal role in credit guidance and client interaction.
• Cultivate strong, positive relationships with our sales team, offering approachable and supportive assistance throughout the process.
• Ensure thorough preparation of larger or complex transactions before submission to funders, maintaining our commitment to excellence.
• Exercise judgment in choosing the most appropriate funding source, while carefully weighing the needs of the client against financial factors.
• Engage in discussions and negotiations with underwriters from our funding panel, advocating for favourable terms.
• Coach sales and support colleagues on effective credit appraisal techniques, contributing to a culture of continuous improvement.
• Uphold regulatory compliance and company policies, ensuring adherence to industry standards at all times.

The Candidate:

• A keen sense of commercial awareness, underpinned by sound decision-making skills.
• Excellent communication abilities, both written and verbal, with a talent for influencing stakeholders at all levels.
• Proficiency in financial analysis and a comprehensive understanding of accounting principles.
• Adept at building and maintaining strong relationships, essential for effective collaboration across the organisation.
• Exceptional organisational skills, capable of managing multiple projects simultaneously with precision and efficiency.
• A dedication to continuous improvement and delivering exceptional customer service.
• Meticulous attention to detail, coupled with a proactive and tenacious approach to problem-solving.
• A personable demeanour and a strong ethical compass, ensuring integrity in all interactions.
• Comfortable thriving in a fast-paced, results-driven environment, contributing positively to our ambitious team.

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off

This vacancy applies to both our office in Bank, London and our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Responsibilities Include:

The role will involve assisting team members to manage their workload by undertaking administration tasks whilst learning on the job.

​Work Experience individuals and will be based at our headquarters just outside of Stamford, Lincolnshire, working Monday - Friday.