Finance & Insurance Assistant

SUMMARY:
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POSITION INFO:

We are looking for a Finance and Insurance Assistant for a Vehicle Dealership in Pretoria East.

The role would include some of the following duties: 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, and compiling daily/weekly/month-end reports.

Requirements:

• 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.
• 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.

Send your CV to: