Job Description

Introduction

Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME's) market.

Consult, being an authorized FSP, is able to offer our clients product solutions of all of the major life, health, saving, investments, short term and employee benefits providers in South Africa. We have contracts with 122 product providers in total.



Consult is one of South Africa's largest and most respected financial planning and advice specialists with a national footprint of 280 financial advisers, including 50 specialist short term advisers, spanning across South Africa. We subscribe to the principles of treating our customers fairly and in doing so, offer our clients industry leading solutions.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The purpose of the

General Manager role

is to participate and contribute to a Financial planning and advice culture which builds rewarding relationships, facilitates feedback and provides a platform to build a sustainable business.

Requirements

Experience and Qualifications

Qualifications:

Degree in Business Management, Marketing degree or Industry Related NQF 6 Qualification
Certified Financial Planner (preferred)

Experience:

10+ years experience at a Senior Level (Provincial Management Level) in Sales or Sales Related Roles, i.e. Sales Enablement or similar.
Experience in franchise sales (preferred)

Duties & Responsibilities

Key Outputs:

Ensure we become a financial planning advice and business.

Growth: Footprint owner recruitment in alignment with our strategy and culture.

Client and franchise value proposition catalysts.

Management/Leadership of the Region

Act as a connection between Momentum Consult Head Office and Franchises: Build close relationships with franchises.
Assist in Contributing to the Momentum Consult's growth target.

Growth Enabler by delivering client and Franchise Value Proposition

Financial Planning & Advice.
Provide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositions.
Franchise itself Practice Management: Implement tactics to develop and maximize the franchise practice management through sound financial planning and advice.
Ensure efficient and effective practices through financial planning and advice strategy.
Vesting a new Franchises.

Governance and Monitoring

Ensures compliance training and regular audits in conjunction with advice and license specialist.
Ensures Risk management and Compliance processes are adhered to.
Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings.

Competencies

Competencies

Entrepreneurial and commercial thinking:

Keeps up to date with competitor information and market trends; identifies business opportunities for the organization; maintains awareness of developments in the organizational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.

Deciding and initiating action:

Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks.

Relating and networking:

Easily establishes

good relationships with customers and staff; relates

well to people at all levels and builds wide and effective networks of contacts.

Persuading and influencing:

Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes own ideas and those of others; makes a strong personal impact on others; takes care to manage one's impression on others.

Delivering results and meeting customer expectation:

Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals. *

Creating and innovating

: Produces new ideas, approaches, or insights; creates innovative products or designs; produces a range of solutions to problems.