F&I Assistant

SUMMARY:

Purpose of the Role

POSITION INFO:

Key Responsibilities

• Assist with preparation and submission of finance and insurance applications.
• Ensure all required documents are accurately completed and submitted to banks and insurance companies.
• Track and follow up on finance approvals and customer documentation.
• Maintain up-to-date records of deals and transactions.
• Communicate effectively with customers regarding finance processes, documentation, and progress.
• Support the F&I Manager in promoting value-added products (e.g., warranties, service plans, insurance).
• Ensure compliance with regulatory and financial guidelines (FAIS, NCA, POPIA).
• Liaise with sales executives to coordinate timely deal closures.
• Conduct administrative tasks such as filing, data capturing, and preparing delivery packs.
• Maintain confidentiality of all client and dealership data.

Requirements

• Matric certificate (essential).
• NCA and FAIS accreditation or in the process of obtaining it (preferred).
• Relevant tertiary qualification in finance, business, or administration (advantageous).

• 1–2 years of experience in a motor dealership F&I environment or similar financial services role.
• Experience working with finance houses and insurance providers.
• Knowledge of dealership DMS systems (e.g., Kerridge, Automate, Signio).

• Strong administrative and organizational skills.
• High attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Ability to work under pressure in a fast-paced, high-volume environment.
• Customer service orientation.
• Team player with a proactive approach.

Working Conditions

• Full-time, on-site role in Pretoria.
• May include occasional overtime during peak periods or month-end.
• Must be able to handle high volumes of documentation and multitask efficiently.