Provincial Financial Planning Leader

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

Job summary

An established industry player is on the lookout for a dynamic Provincial Manager to spearhead their financial planning strategy. This role is pivotal in expanding the company's footprint and achieving ambitious sales targets while fostering a culture of exceptional client service. The ideal candidate will possess a robust background in the tied agency industry, with a proven track record of leading teams and enhancing client engagement. If you are passionate about financial planning and ready to make a significant impact in a competitive landscape, this opportunity is tailor-made for you.

Qualifications

• Over 10 years in the tied agency industry and 5 years managing tied agents.
• Strong background in financial planning with technology utilisation experience.

Responsibilities

• Lead the execution of financial planning strategy and enhance client engagement.
• Recruit and develop a team of financial advisers to drive growth.

Skills

Financial Planning

Sales Management

Team Leadership

Client Engagement

Strategic Partnerships

Technology Utilisation

Education

Bachelor’s Degree

Certified Financial Planner

Registered Key Individual

Job description

An established industry player is on the lookout for a dynamic Provincial Manager to spearhead their financial planning strategy. This role is pivotal in expanding the company's footprint and achieving ambitious sales targets while fostering a culture of exceptional client service. The ideal candidate will possess a robust background in the tied agency industry, with a proven track record of leading teams and enhancing client engagement. If you are passionate about financial planning and ready to make a significant impact in a competitive landscape, this opportunity is tailor-made for you.