Job Description

Financial and Insurance Manager
2025-11-05 - 2025-12-04
Permanent
CPT002073
Financial
Western Cape, Stellenbosch
Our client is looking for a proactive and detail-oriented Financial and Insurance Manager to ensure dealership compliance with FAIS & FIC regulations and to maximise second gross profit through vehicle finance and the sale of approved value-added products.
The ideal candidate will provide professional finance and insurance advice, manage transactions efficiently, and maintain strong relationships with financial and insurance partners.
KEY RESPONSIBILITIES:

• Manage all administrative and contractual aspects of finance and insurance transactions.
• Provide expert F&I guidance to new, existing, and prospective customers.
• Keep up to date with finance, insurance products, and relevant legislation.
• Identify individual customer financial and insurance needs and recommend appropriate products.
• Ensure accurate completion of finance and insurance application forms.
• Authorize and release approved transactions (cash and financed).
• Ensure all bank and insurance company requirements are fulfilled.
• Maintain professional relationships with banks, insurance providers, and other value-added product suppliers.
• Consult and advise customers on finance and insurance products.
• Review Natis documents for trade-ins and ensure compliance with F&I retention programs.
• Ensure compliance with NCA, FAIS, and FICA acts.
• Complete daily progress reports on second gross sales and review monthly statistics.
• Follow up on transactions and ensure prompt payment after vehicle delivery.
• Perform any additional tasks reasonably expected as part of the role

REQUIREMENTS:

• Education & Certification: Grade 12, RE5 Regulatory Exam, NCA knowledge, Class of Business understanding, financial degree or studying toward one, up-to-date CPD points
• Behavioural Competencies: Analytical thinking, coping with pressure, decision-making, planning & organising, persuading & influencing, following procedures
• Technical Competencies: Signio platform, risk analysis, CDK invoicing, financial acumen, DFS warranty invoicing, knowledge of NCA, FAIS, FIC, Class of Business, dealership value-added products
• Systems Knowledge: Beeswax, Salesforce, ability to quickly learn and adapt to new JLR systems

*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*

Skills Required