Financial Services Practice Leader - Ops & Growth

RecruitMyMom; Randburg; Vor Ort; ZAR 700.000 - 1.000.000; Vollzeit

Zusammenfassung

RecruitMyMom is seeking an experienced Operations Leader to manage practice operations within a financial planning environment at our Bryanston-based office. You will oversee client onboarding, investment instruction execution, and monthly operational and financial reporting.

You will lead a team of administrators and paraplanners, drive KPI-based performance, and ensure compliance with FICA, FAIS, and POPIA while supporting business growth and client retention for AUM.

Qualifikationen

• Minimum 3 to 5+ years of operational leadership, practice management, or senior administrative experience within a Financial Planning practice / FSP environment.
• Deep knowledge of financial planning workflows, investment platforms, and regulatory requirements (FICA, FAIS, POPIA).
• Proven team leadership, process-mapping, and workflow optimisation skills.
• Strong commercial acumen with experience reading financial data, tracking budgets, and compiling management reports.
• Clear, professional verbal and written communication skills.

Aufgaben

• Practice Operations & Workflow Management: Oversee day-to-day administrative operations, standardise internal operational procedures, coordinate daily priorities across support teams, and monitor task SLAs and turnaround times.
• Governance, Compliance & Risk Management: Enforce adherence to the regulatory compliance framework (FICA, FAIS, POPIA), collaborate with the Compliance Officer, audit client files, manage the regulatory complaints process, and support external audit preparations.
• Client Administration & Service Delivery: Manage end-to-end client onboarding, oversee execution of investment instructions, asset transfers, and new applications, clear administrative roadblocks with product providers, and coordinate periodic client reviews.
• Financial Management & Business Reporting: Assist with annual budget management, track revenue, expenses, commission receipts, and recurring fee income, manage debtors and income reconciliations, and compile monthly management reports covering operational and financial performance.
• Team Leadership & People Management: Supervise, guide, and evaluate administrative, paraplanning, and support staff, establish clear KPIs, manage staff recruitment, onboarding, and training, and coordinate leave schedules and workload allocation.
• Business Development Support: Maintain tracking systems for sales pipelines, lead conversions, and marketing efforts, coordinating client retention strategies to support growth in Assets Under Management (AUM).

Kenntnisse

Operational leadership

Budget management

Regulatory compliance

Process improvement

Team leadership

Jobbeschreibung

RecruitMyMom is seeking an experienced Operations Leader to manage practice operations within a financial planning environment at our Bryanston-based office. You will oversee client onboarding, investment instruction execution, and monthly operational and financial reporting.

You will lead a team of administrators and paraplanners, drive KPI-based performance, and ensure compliance with FICA, FAIS, and POPIA while supporting business growth and client retention for AUM.