Job Description

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 years 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 including cost management and profitability of the broader business with a particular focus on the profitability of the Advisory Partnership.
• Regional People Management including management of staff development, coaching and training.
• Technical Support Allocation including training and accreditation to run practices more efficiently.
• Advisor Acquisition proactive acquisition of quality advisor practices with a particular emphasis on the IFA markets.
• Endorsed Advisory Model Adoption 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 Companys 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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