Finance And Insurance Assistant

First Degree Recruitment; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency in Gauteng is seeking an experienced finance administrator to support the F&I Manager in a dealership. Responsibilities include preparing finance applications, verifying documentation, and maintaining compliance files. The ideal candidate should have 1-3 years' experience, strong attention to detail, and proficiency in dealership systems. This position requires a valid SA driver's licence and a clear credit record.

Qualifications

• Minimum of 1 to 3 years' experience in dealership finance/admin support.
• Experience working in the motor industry and dealership environment.
• Valid SA driver's licence and clear credit/criminal record.

Responsibilities

• Support F&I Manager with finance applications and documentation.
• Load deals on DMS and bank portals.
• Assist with VAPS administration and customer explanations.

Skills

Attention to detail

Customer service skills

Communication skills

Education

Grade 12

NQF 4

Tools

Kerridge

Autoline

Drive

Job description

Responsibilities

• Supporting the F&I Manager with preparing and submitting finance applications.
• Verifying KYC / POPI and deal documentation.
• Loading deals on the DMS and bank portals.
• Following up with banks for approvals and shortfalls.
• Drafting and arranging signatures on contracts.
• Assisting with VAPS (warranties, service plans, insurance add-ons) administration and customer explanations.
• Reconciling pay-outs and ensuring vehicles are invoiced, delivered, and paid out by the respective bank within acceptable time frames.
• Maintaining compliance files.
• Compiling daily / weekly / month-end reports.

Qualifications

• Minimum of 1 to 3 years' experience in dealership finance / admin support (F&I / VAPS exposure).
• Experience working within the motor industry and dealership environment.
• Working with volume dealerships like Renault, Isuzu, Suzuki, VW etc.
• NQF 4 (FAIS / RE / NCA exposure advantageous; willingness to complete if required).
• Proven accuracy and attention to detail; ability to meet deadlines and handle volume.
• Strong communication, follow-up, and customer service skills.
• Proficient on dealership DMS / CRM and bank portals (e.g., Kerridge / Autoline, Evolve / Drive, Signio, etc.).
• Valid SA driver's licence.
• Grade 12.
• Clear credit and criminal record.

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