About the position
Responsible for the implementation of strategic plans to achieve business objectives, drive profit, improve and optimize Advisory Services;
Create, maintain, implement and review financial policies and structures that encourage cost and operational effectiveness while embedding the principles of good governance;
Keep abreast of the current market and industry issues, regulations, policies and maintain relationships with the regulators and industry stakeholders;
Maximize business development opportunities through leveraging of networks;
Maintaining the mission, vision and values of the company;
Manage a team of Financial Advisors as well as the Administration team leader;
Continuous drive to interview, recruit and vest new financial planners;
Ensure that the department comply with all legal requirements;
Responsible to market the area and grow market share;
Ensure a high-performance culture is set and maintained;
Ensure effective systems and processes is in place to ensure optimal client services;
Responsible for management of back office efficiency;
Drive profitable growth through planning, execution and management;
Regular feedback and coaching - one-on-one and in the team;
Effectively lead team to grow the business and ensure targets are met on a monthly basis;
Reporting and monitoring of goals and compliance;
Ability to build and maintain relationships within the Group; and
Supervision of new financial planners.
Minimum Requirements:
Fluent in Afrikaans and English;
3 - 5 Years’ experience in a management position;
Computer literacy and knowledge of the MS Office package;
BCom degree will be advantageous;
3 to 5 years’ financial service industry experience with majority in risk and savings;
Knowledge of the Sanlam product range will be advantageous;
Strong business acumen, with experience in setting up a new venture will be advantageous;
Business process experience – new business, underwriting, claims;
Financial planning and advice process knowledge – tax, structuring, estate planning; and
Knowledge of financial services industry.
Desired Skills:
- Business acumen
- Insurance
- Financial Planning
