Branch Manager, Financial Advisory Team Lead

Metropolitan; Bellville; On-site; ZAR 720,000 - 1,100,000; Full time

Job summary

Metropolitan is seeking a capable Manager to lead a team of Financial Advisors, ensuring quality client experiences and achievement of channel sales targets. The role requires FAIS qualifications and supervisory experience to coach staff in a compliant, client-focused environment.

The ideal candidate will hold RE5 and FAIS qualifications, with 3–5 years in financial services and at least 2 years in a managerial capacity, plus a valid license and vehicle access.

Qualifications

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

Responsibilities

• Manage and motivate a team of Financial Advisors to deliver excellent client experiences and support the achievement of Metropolitan Channel sales targets.
• Oversee the rendering of financial advice and ensure FAIS compliance where applicable.

Skills

Computer literacy

Education

Matric or equivalent NQF Level 5

RE5

FAIS Representative legislative qualification

Class of Business 3 and 7

Job description

Metropolitan is seeking a capable Manager to lead a team of Financial Advisors, ensuring quality client experiences and achievement of channel sales targets. The role requires FAIS qualifications and supervisory experience to coach staff in a compliant, client-focused environment.

The ideal candidate will hold RE5 and FAIS qualifications, with 3–5 years in financial services and at least 2 years in a managerial capacity, plus a valid license and vehicle access.