Job Description

KwaZulu Natal, Durban

Monthly Cost To Company (Market related)

TOP VACANCY ALERT

Our client in the Financial Services Industry based in KZN is currently looking to employ an experienced Partner Director.

Bachelor of Business Science or B Comm, and CFA/ CFP is an advantage, and FAIS Accredited secures.

A wonderful career opportunity awaits you.

Minimum Requirements/ Qualifications:

• Tertiary Degree is a pre -requisite unless very experienced (30 years).
• Bachelor of Business Science or B Comm is preferable, and CFA/ CFP is an advantage.
• FAIS Accredited Essential.
• Other tertiary qualifications will be considered.
• Minimum of 15 yearsxe2x80x99 experience in managing of distribution channels in financial services.
• Previous experience in managing financial advisors will be an advantage.
• Previous experience as a Regional Business Head for an institution or financial services provider will be an advantage.
• Knowledge of the KWA/Natal network and financial services environment will be an advantage.
• Previous P & L responsibility will be an advantage.
• A fundamental understanding of the financial services advisory landscape.
• A fundamental knowledge of FAIS.
• A general understanding of financial markets.
• Informed on current events.
• Business Entrepreneur and self- starter.
• Curiosity and original thought.
• Performance Driven and comfortable operating in an Owner Managed Business.
• Proficient in Technology and Digital Enablement.
• Proficient in Financial Management.
• People Skills with Empathy as the most relevant soft skill.

Responsibilities and expectations but not limited to:

• Regional Office Management xe2x80x93 including cost management and profitability of the broader business with a particular focus on the profitability of the Advisory Partnership.
• Regional People Management xe2x80x93 including management of staff development, coaching and training.
• Technical Support Allocation xe2x80x93 including training and accreditation to run practices more efficiently.
• Advisor Acquisition xe2x80x93 proactive acquisition of quality advisor practices with a particular emphasis on the IFA markets.
• Endorsed Advisory Model Adoption xe2x80x93 Adoption of best advice practices by advisors with emphasis on client experience outcomes.
• Practice Management Strategy implementation: Implementation of best practice processes in accordance with the proprietary practice management frameworks aimed at developing quality advice practices and enhancing client experience.
• Regional Marketing and Activation Events including the development of the Companyxe2x80x99s brand.
• Spearhead the development, communication, and implementation of effective strategies and processes to contribute to overall growth, performance, and financial sustainability of the business.

Job Competencies:

• People Management Competencies.
• Executive Management Engagement Skills.
• Business Administration Skills.
• Talent Assessment Competencies.
• Motivational Abilities.
• Ability to engage across different disciplines in an organization.
• Leadership Skills.
• Financial Literacy.
• Technology Literacy.
• Client Centricity.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

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