Somerset Finance & Insurance (F&I) Leader (Som FIL)

Overview

Reference
Som FIL

Salary
72,000.00 ote

Job Location
- United Kingdom -- England -- South West England -- Somerset

Job Type
Permanent

Posted
17 April 2026


Pay: £72,000.00 per year

Job description:

Salary: OTE £72,000.00

Location: Somerset - Weston and 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’

Job Types: Full-time, Permanent

Benefits:

  • Company events
  • Company pension
  • Cycle to work scheme
  • Employee discount
  • Health & wellbeing programme
  • On-site parking
  • Referral programme


Contact information

Taylor Smith

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