Provincial Financial Planning Leader

The Recruitment Council; Cape Town; On-site; ZAR 600 000 - 1 000 000; Full time

Job summary

An established industry player is seeking a dynamic Provincial Manager to drive financial planning strategies and expand their presence in South Africa. This pivotal role involves leading a new tied channel, meeting sales targets, and fostering a culture of exceptional client service. The ideal candidate will have extensive experience in the tied agency industry and a passion for developing financial advisors. Join a forward-thinking company that values innovation and teamwork, where your leadership will contribute to building clients' financial dreams and achieving sustainable growth in a competitive market.

Qualifications

• Over 10 years in the tied agency industry with strong leadership experience.
• Bachelor’s degree or equivalent experience required.

Responsibilities

• Lead the execution of financial planning strategy and manage sales targets.
• Enhance client engagement through strategic partnerships and exceptional service.
• Develop and lead a team to foster a culture of continuous improvement.

Skills

Financial Planning

Sales Management

Team Leadership

Client Engagement

Technology Utilisation

Education

Bachelor’s Degree

Certified Financial Planner

Registered Key Individual

Job description

An established industry player is seeking a dynamic Provincial Manager to drive financial planning strategies and expand their presence in South Africa. This pivotal role involves leading a new tied channel, meeting sales targets, and fostering a culture of exceptional client service. The ideal candidate will have extensive experience in the tied agency industry and a passion for developing financial advisors. Join a forward-thinking company that values innovation and teamwork, where your leadership will contribute to building clients' financial dreams and achieving sustainable growth in a competitive market.