Financial Services Practice Manager

RecruitMyMom; Randburg; Sur place; ZAR 700 000 - 1 000 000; Plein temps

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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).

Connaissances

Operational leadership

Budget management

Regulatory compliance

Process improvement

Team leadership

Description du poste

Bryanston, South Africa | Posted on 19/10/2026

• Please note We know how much effort goes into every application. While we would love to respond to every one, the volume we receive makes this difficult. Our highest placement success is with candidates who have 3+ years of relevant experience. Parenting breaks don't count against you. If you have not heard from us within 21 days, we have been unable to move forward with your application for this role.
• State/Province Gauteng
• City/Town Bryanston
• Country South Africa

Job Description

Driving operational excellence, financial oversight and service delivery, this role manages processes and execution in an established financial services practice. This full-time, in-office, position enables financial advisers to concentrate on client advisory relationships, financial planning, and business growth.

The role holds full accountability for practice operations, compliance support, client onboarding lifecycle management, and business development tracking.

Key Responsibilities

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. Maintain office technology, software platforms, and vendor relationships.

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).

Requirements

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.