Branch Manager, Financial Advisory Team Lead

Momentum; Saldanha; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Metropolitan is seeking a Branch Manager in South Africa to lead a team of Financial Advisers, delivering excellent client experience and supporting the achievement of Channel sales targets.

Requirements include Matric or equivalent NQF Level 5, RE5, FAIS Representative qualification, and Class of Business 3 and 7 (preferable). 3–5 years in financial services with at least 2 years managerial experience are needed, plus a valid driver's license and computer literacy.

Qualifications

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

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 your team.

Education

Matric or equivalent NQF Level 5 qualification

RE5

FAIS Representative legislative qualification

Class of Business 3 and 7 (preferable)

Job description

Metropolitan is seeking a Branch Manager in South Africa to lead a team of Financial Advisers, delivering excellent client experience and supporting the achievement of Channel sales targets.

Requirements include Matric or equivalent NQF Level 5, RE5, FAIS Representative qualification, and Class of Business 3 and 7 (preferable). 3–5 years in financial services with at least 2 years managerial experience are needed, plus a valid driver's license and computer literacy.