Regional Manager, Internal Distribution - Financial Advisors

PPS Recruitment

Boland

Hybrid

GBP 32,000 - 46,000

Full time

14 days+
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Job summary

PPS Recruitment in South Africa is seeking a Branch Manager for the Internal Distribution team based in Boland. You will lead and develop Financial Advisors, drive performance, and ensure sales targets are met in a fast-paced environment.

The role requires leadership experience, FAIS compliance awareness, and a track record of coaching teams to deliver exceptional member service and business results.

Qualifications

  • A relevant bachelor's degree is essential
  • An Honours degree and PPS membership would be preferably
  • Certified Finance Planner would be advantageous
  • Completed RE5 (Representative) certificate

Responsibilities

  • Recruit, coach, develop and motivate a Financial Advisory team to ensure they deliver the required member experience, quality of service and personal targets
  • Accountable for the optimization for processes, resources and technology to assist financial advisors to fulfil their roles
  • Knowledge and understanding of sales activity and productivity management processes
  • Monitor compliance, recommendations and advice rendered to clients
  • Conduct performance management
  • Supervision in line with FAIS requirements
  • Keep abreast of changes in legislation, products processes and systems
  • Business Development
  • Strategic Orientation: Knowledge and understanding of the PPS vision, strategy and member value proposition
  • Communication: Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences

Skills

Leadership
Sales management
People management
Sales targets
Interpersonal skills
Communication skills
Relationship building
Problem solving
Digital literacy
Flexibility

Education

Bachelor's degree
Honours degree (preferred)
Certified Finance Planner (advantageous)
RE5 (Representative) certificate

Tools

CRM tools
MS Office

Job description

PPS Recruitment in South Africa is seeking a Branch Manager for the Internal Distribution team based in Boland. You will lead and develop Financial Advisors, drive performance, and ensure sales targets are met in a fast-paced environment.

The role requires leadership experience, FAIS compliance awareness, and a track record of coaching teams to deliver exceptional member service and business results.

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