Job Description

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.



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.



Between 3 - 5 Years