About the Role

The F&I Assistant plays a critical support role within the Finance & Insurance department by ensuring the accurate, compliant, and efficient processing of finance applications and deal documentation. The role acts as a key link between customers, Finance & Insurance Managers, sales teams, and financial institutions to ensure smooth deal progression from application through to approval and finalisation.

Key Responsibilities

• Capturing, submitting, and managing finance applications accurately and timeously.
• Following up with financial institutions on applications, validations, and approvals to ensure timely deal progression.
• Collecting, verifying, and maintaining all supporting documentation in line with FICA requirements and company policies.
• Updating and maintaining finance leads, deal notes, and system records with a high level of accuracy.
• Supporting vehicle reservations, asset changes, and deal updates throughout the finance process.
• Assisting the F&I Manager during customer sign-ups, including document verification and FICA certification.
• Communicating effectively with internal teams, customers, and external stakeholders to ensure seamless workflow and customer service.
• Monitoring deal progress and proactively resolving delays, discrepancies, or outstanding requirements.
• Ensuring compliance with FICA, FAIS, POPI, and all internal regulatory and operational standards.
• Supporting the achievement of monthly finance and product targets through effective follow-up and process management.
• Contributing to operational efficiency within the branch F&I function and assisting in customer-facing finance processes to enhance the overall customer experience.