F&I Manager

Jean-Mari Hellig Consult; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A motor dealership consultancy in Cape Town is seeking an experienced F&I Manager to manage finance and insurance processes. The successful candidate will ensure compliance with regulations, build customer relationships, and support the sales team. Ideal candidates must have NCA and FAIS qualifications, proven experience in a dealership, and excellent communication skills.

Qualifications

• Proven experience as an F&I Business Manager in a motor dealership environment.
• Strong understanding of the finance application process and banking systems.
• Valid Driver's License.

Responsibilities

• Manage the full Finance & Insurance process with customers purchasing vehicles.
• Present finance options and value-added products clearly and professionally.
• Maintain compliance with FAIS, NCA, and relevant regulatory requirements.

Skills

Communication skills

Negotiation skills

Attention to detail

Ability to work under pressure

Education

Grade 12 / Matric

NCA Qualification

FAIS Accreditation

CPD Compliance

Job description

Introduction

Our client in Paarden Eiland, Cape Town, is looking to appoint an F&I Manager at a motor dealership. The ideal candidate will be responsible for managing the finance and insurance process for vehicle sales, ensuring compliance, profitability, and exceptional customer service.

Duties & Responsibilities

• Manage the full Finance & Insurance process with customers purchasing vehicles.
• Present finance options and value‑added products clearly and professionally.
• Secure finance approvals through relevant banks and financial institutions.
• Ensure all documentation is completed correctly and submitted timeously.
• Maintain compliance with FAIS, NCA, and relevant regulatory requirements.
• Build and maintain strong relationships with banks, financial service providers, and internal sales teams.
• Conduct credit checks and affordability assessments.
• Accurately load deals and maintain deal files according to audit requirements.
• Upsell value‑added products (warranties, service plans, insurance, etc.) to maximize dealership profitability.
• Provide ongoing support and training to the sales team regarding F&I procedures.
• Ensure excellent customer service, transparency, and professionalism at all times.

Desired Experience & Qualification

• Grade 12 / Matric
• NCA Qualified (Required)
• FAIS Accredited (RE5 and full FAIS Credits or working toward completion)
• CPD Compliant
• Proven experience as an F&I Business Manager in a motor dealership environment
• Strong understanding of the finance application process and banking systems
• Valid Driver's License
• Excellent communication and negotiation skills
• High attention to detail and accuracy
• Ability to work under pressure and meet deadlines