Branch Leader - Financial Advisory Team Growth

Momentum; Cradock; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Momentum in Cradock is seeking a results‑driven manager to lead a team of Financial Advisers and deliver outstanding client experiences. You will work to support the achievement of Channel sales targets and develop action plans that lift performance across the branch.

Ideal candidates have 3–5 years in financial services with at least 2 years in a managerial role, FAIS qualifications, and a valid driver's license. Strong leadership and regulatory compliance focus are essential.

Qualifications

• Matric or equivalent NQF Level 5 qualification.
• RE5.
• FAIS Representative legislative qualification.
• Class of Business 3 and 7 (preferable).

Responsibilities

• Leading and managing a team of Financial Advisers.
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements.
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join the team.

Education

Matric or equivalent NQF Level 5 qualification

RE5

FAIS Representative legislative qualification

Class of Business 3 and 7 (preferable)

Job description

Momentum in Cradock is seeking a results‑driven manager to lead a team of Financial Advisers and deliver outstanding client experiences. You will work to support the achievement of Channel sales targets and develop action plans that lift performance across the branch.

Ideal candidates have 3–5 years in financial services with at least 2 years in a managerial role, FAIS qualifications, and a valid driver's license. Strong leadership and regulatory compliance focus are essential.