Somerset Finance & Insurance (F&I) Leader

Salary                   OTE £72k

Location:             Somerset – Weston & Lympsham

45 hours per week (includes weekends)

Join Our Award-Winning Team at Carbase!

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.

Desirable:

• Previous experience in a multi-site or group-level automotive operation.
• Qualifications in leadership, coaching, or compliance (e.g., SAF, IMI).

Benefits:

• 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’
• Bike to work scheme
• Access to ‘Money@Work’

Contact information

Charlotte Mills