Carbase UK
Finance & Insurance Leader
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Somerset F&I Leader
Salary: OTE £72,000.00
Location: Somerset - Weston and Lympsham
Hours: 45 hours per week (includes weekends)
We are looking for a driven and dynamic individual to lead our Finance and Insurance (F&I) team across Somerset. Based across both Lympsham and Weston showrooms, you will be responsible for the performance, management and coaching of all Somerset Business Managers.
In this high-impact role, you’ll combine strategic oversight with hands-on coaching to ensure exceptional financial performance, customer experience and full regulatory compliance. This is a fantastic opportunity for someone ready to take ownership, lead with confidence and play a key part within the Carbase team.
Key Responsibilities:
- Lead, coach, and develop Business Managers across the group to ensure consistent performance and professional growth.
- Oversee Business Manager activity, providing operational support and ensuring adherence to best practices.
- Assist Sales Management with all aspects of stock control, ensuring accuracy and efficiency.
- Implement and manage Finance & Insurance (F&I) processes to support profitable and compliant operations.
- Ensure all customers are effectively referred to a Business Manager, via instruction from the Sales Manager or request from a Sales Consultant.
- Accurately manage the taking of deposits and payments, ensuring proper documentation and procedures are followed.
- Complete and maintain accurate sales records using Ivendi, Navigator, Deal Tracker, and Google documents where applicable.
- Uphold internal compliance standards in product sales and finance placement.
- Drive achievement of balanced sales across all products and services.
- Monitor and manage FSA compliance to maintain the company's ethos of treating customers fairly.
- Oversee vehicle deliveries and ensure smooth, customer-friendly handover processes.
- Maintain rigorous control and compliance of all finance-related documentation.
- Promote and embed the company’s customer review process to support reputation and service excellence.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Person Specification:
- Proven experience in a senior sale, business management, or F&I leadership role within the motor industry or a similarly regulated environment.
- Demonstrated ability to lead, coach, and motivate a high-performing team.
- Strong working knowledge of F&I processes and compliance requirements, including FSA regulations.
- Excellent organisational skills with the ability to manage multiple priorities effectively.
- Confident communicator with the ability to influence and build relationships across departments.
- High attention to detail and a proactive approach to accuracy in documentation and reporting.
- Familiarity with automotive sales platforms and software, including Ivendi, Navigator, and Google Workspace.
- Committed to upholding customer service standards and delivering a fair, transparent experience.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Desirable:
- Previous experience in a multi-site or group-level automotive operation.
- Qualifications in leadership, coaching, or compliance (e.g., SAF, IMI).
Benefits:
- 31 days annual leave increasing to 35 days
- Access to BHSF Health Cash Plan
- Access to company pension scheme
- In-store discounts on car purchases and servicing
- ‘Refer a friend’ scheme
- Health and Wellbeing support via ‘Ben’
- Bike to work scheme
- Access to ‘Money@Work’
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills