Head of Financial Planning (Permanent) Gauteng

MyCareerCraft; Sandton; On-site; ZAR 1,200,000 - 1,800,000; Full time

Job summary

MyCareerCraft is seeking an experienced Head of Financial Advisors to lead our Financial Planning practice in Sandton. You will be the day-to-day leader, driving team performance, ensuring high-quality advice, and coordinating with administration hubs to maintain capacity and service levels.

This role focuses on leadership, technical oversight across retirement and investments, and maintaining compliant, well-documented advice.

Qualifications

• Degree in finance or related field; CFP preferred.
• FAIS fit-and-proper status and regulatory exams.
• Proven leadership of professional client-facing teams.
• Experience recruiting advisers and assessing cultural fit.
• Operational experience improving service delivery in advisory or para-planning.

Responsibilities

• Lead, coach, and performance-manage Financial Planners; oversee Administration and Para-planning capacity, workflow, and quality; recruit, on-board, and exits where needed.
• Provide technical oversight across retirement, investments, risk/insurance, tax, estate planning, and employee benefits; ensure advice is compliant and well-documented.
• Handle escalated client matters; partner with investment consulting, retirement, compliance, and operations teams; remove operational friction so planners can focus on clients.
• Convert strategic intent into practical plans with clear owners and milestones; lead change initiatives with genuine team buy-in and adoption.

Skills

Leadership

Coaching

Performance management

Regulatory knowledge

Stakeholder management

Change management

Financial planning expertise

Education

Finance degree / CFP preferred

Job description

About the Role

We're seeking an experienced leader for the role of Head of Financial Advisors — the key execution partner to our Executive Head and senior day-to-day leader of our Financial Planning practice.

This is a team leadership role with team-based outcomes. The successful candidate will not build, retain, or service a personal client book. You'll lead the Financial Planning team, oversee advice-quality standards, and ensure our Administration and Para-planning hubs deliver the capacity and service levels planners and clients need.

What You'll Be Doing

• Team leadership: Lead, coach, and performance-manage Financial Planners; oversee Administration and Para-planning capacity, workflow, and quality; manage recruitment, on-boarding, and (where needed) exits
• Advice quality: Build an advice-led culture prioritizing client outcomes; provide technical oversight across retirement, investments, risk/insurance, tax, estate planning, and employee benefits; ensure advice is compliant and well-documented
• Stakeholder engagement: Handle escalated client matters; partner with investment consulting, retirement, compliance, and operations teams; remove operational friction so planners can focus on clients
• Strategy execution: Convert strategic intent into practical plans with clear owners and milestones; lead change initiatives with genuine team buy-in and adoption

Qualifications

• Relevant degree or financial planning qualification (CFP preferred)
• FAIS fit-and-proper status and relevant regulatory examinations
• Experience
• Proven leadership of Financial Planners or similarly senior, professional client-facing teams
• Strong track record in performance management, coaching, and difficult people decisions (including formal capability/termination processes)
• Experience recruiting advisers and assessing technical and cultural fit
• Operational experience improving service delivery across advice, admin, or para-planning functions
• Experience driving change/new operating models with sustained adoption
• Comfortable with scorecards and performance metrics; strong stakeholder management and diplomacy

Key Competencies

• Technical financial planning credibility to oversee senior/executive-level advice
• Accountability, Excellence, Integrity, Innovation, Teamwork, Attention to Detail

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