Finance & Insurance Leader

Carbase UK; Weston-super-Mare; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

31 days annual leave (increasing to 35

Health Cash Plan

Company pension scheme

Staff discounts on car purchases &serv

'Refer a friend' scheme

Job summary

Carbase UK is seeking a driven Finance & Insurance leader to head the Somerset F&I team across Lympsham and Weston showrooms. You will oversee performance, coaching, and regulatory compliance while driving profitable and compliant operations.

You will coach Business Managers, manage deposits/payments, and ensure accurate record-keeping using Ivendi, Navigator, and Deal Tracker. This is a high-impact, ownership-led role within a multi-site automotive group.

Qualifications

• Proven experience in a senior sales, business management, or F&I leadership role within the motor industry or a similarly regulated environment.
• Ability to lead, coach, and motivate a high-performing team across multiple sites.
• Strong working knowledge of F&I processes and compliance requirements, including regulatory standards.

Responsibilities

• Lead, coach, and develop Business Managers across the Somerset group to ensure consistent performance and professional growth.
• Oversee Business Manager activity, providing operational support and ensuring adherence to best practices.
• Manage stock control activities in collaboration with Sales Management for accuracy and efficiency.
• Implement and manage Finance & Insurance processes to support profitable and compliant operations.
• Ensure customers are referred to a Business Manager as directed by Sales or Sales Consultants.
• Accurately manage deposits and payments with proper documentation and controls.
• Maintain sales records using Ivendi, Navigator, Deal Tracker and Google tools.
• Uphold compliance standards in product sales and finance placement.
• Drive balanced sales across all products and services and monitor FSA compliance.
• Oversee vehicle handovers to ensure a smooth, customer-friendly experience.
• Maintain rigorous control over all finance-related documentation.
• Support the company’s customer review process to enhance reputation and service quality.

Skills

Leadership

F&I leadership

Coaching

Regulatory compliance

Stakeholder management

Automotive industry knowledge

Tools

Ivendi

Navigator

Deal Tracker

Google Workspace

Job description

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’