Branch Manager, Financial Advisory Team Leader

Momentum; Durban; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Metropolitan in South Africa is seeking an experienced leader to manage a team of Financial Advisors and drive sales growth while ensuring compliance with industry regulations.

You will develop plans to achieve targets, oversee client service delivery, and coach staff to improve performance, quality and governance.

This role requires strong leadership, stakeholder collaboration, and a commitment to fair treatment of clients.

Qualifications

• Matric or equivalent NQF Level 4 qualification.
• FAIS Representative Regulatory Exam Level 5 passed.
• 120 credit FAIS recognised qualification.

Responsibilities

• Managing a team of Financial Advisors.
• Develop plans to achieve sales targets in line with client centric practices.
• Manage adherence to operational processes, policies, and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all day-to-day team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
• Regularly assess team members’ performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.Conduct regular engagement with team members to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address non-performance within the team.
• Identify operational efficiencies and make recommendations for improvement.

Skills

Relationship building

Networking

Good communication

Computer Literacy

Financial services industry

People management

Education

Matric or equivalent NQF Level 4

FAIS Representative Regulatory Exam Level 5

120 credit FAIS recognised qualification

Job description

Metropolitan in South Africa is seeking an experienced leader to manage a team of Financial Advisors and drive sales growth while ensuring compliance with industry regulations.

You will develop plans to achieve targets, oversee client service delivery, and coach staff to improve performance, quality and governance.

This role requires strong leadership, stakeholder collaboration, and a commitment to fair treatment of clients.