At a Glance
- Tasks: Lead and coach a dynamic Finance & Insurance team across Somerset showrooms.
- Company: Join Carbase, a leading automotive company with a focus on customer experience.
- Benefits: Enjoy 31 days annual leave, health cash plan, pension scheme, and in-store discounts.
- Other info: Great opportunity for career growth in a supportive and dynamic environment.
- Why this job: Make a real impact by driving financial performance and customer satisfaction.
- Qualifications: Experience in F&I leadership and strong team management skills required.
The predicted salary is between 51750 - 63250 £ per year.
Location
Somerset - Weston and Lympsham
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.
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.
- Previous experience in a multi-site or group-level automotive operation.
- Qualifications in leadership, coaching, or compliance (e. g., SAF, IMI).
- 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’
- #J-18808-Ljbffr
Finance & Insurance Leader in Weston-super-Mare employer: Carbase UK
Join Carbase, one of the South West's fastest-growing automotive businesses, where you can enjoy a 4-day work week while earning a competitive salary of up to £50,000+ per year. Our supportive, people-first culture and commitment to employee growth through EV training and career development make us an excellent employer. With a brand-new, state-of-the-art Vehicle Preparation Centre in Portbury, you'll be part of a family-run business that values your skills and offers genuine progression opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Finance & Insurance Leader in Weston-super-Mare
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Carbase UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance & Insurance Leader in Weston-super-Mare
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Carbase UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Carbase UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Carbase UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Carbase UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Carbase UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Carbase UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
