Provincial Head | Centurion

The Recruitment Council; Centurion; On-site; ZAR 800 000 - 1 200 000; Full time

Job summary

A financial services recruitment agency is seeking an experienced professional to execute agency growth strategies and oversee initiatives to expand the advice portfolio. The ideal candidate will have over 10 years of experience in the tied agency industry, with strong leadership skills and a focus on client relationships. This role offers competitive compensation and requires a Bachelor's degree or equivalent. The position is based in Centurion, Gauteng.

Qualifications

• 10+ years of experience in the tied agency industry.
• 5+ years' experience managing tied agents in financial services.
• 3+ years experience in technology utilisation in financial services.

Responsibilities

• Execute agency growth and advice strategy.
• Identify and oversee initiatives for growth.
• Lead sales managers to meet sales targets.
• Manage budget and financial risk.

Skills

Financial Planning

Leadership

Client Relationship Management

Sales Management

Education

Bachelor's Degree or equivalent

Certified Financial Planner

Job description

MINIMUM QUALIFICATIONS AND EXPERIENCE

- Bachelor's Degree or equivalent experience in line with FSB's qualification requirements

- Certified Financial Planner (preferred)

- Registered Key Individual

- 10+ years experience in the tied agency industry

- 5+ years' experience managing tied agents within the financial services industry

- 5+ years of leading the establishment and development of a provincial, regional, or national footprint of financial advisors

- 3+ years experience in technology utilisation in financial services

POSITION OVERVIEW AND KEY RESPONSIBILITIES

Execute the MFP agency growth and advice strategy in line with market dynamics, economic and political opportunities, and environmental threats.

Identify, implement, and oversee initiatives aimed at growing the advice portfolio provincially, collaborating with brand and marketing teams to expand the network and engage networks, franchises, and advisors.

Engage with stakeholders to identify growth opportunities and act as the brand ambassador for MFP.

Ensure a consistent process for recruiting, assessing, and appointing financial advisers for sustainable growth.

Maintain insights into sales pipelines and footprint growth, developing plans and tactics to achieve growth targets and increase new business and client acquisition.

Lead sales managers and support specialists to enable advisers to expand their practices and meet sales targets through credible advice.

Develop and implement new business plans for growth, penetrate new markets, and develop client relationships in line with client centricity and legislative requirements.

Drive vertical integration through wealth management and retail solutions, and lead the provincial team to enable advisers to manage practices professionally.

Promote a culture of advice, technology adoption, and client-centric engagement to enhance sustainability and client retention.

Create strategic partnerships to understand business priorities, provide credible advice, and build relationships with advisers and stakeholders.

Improve client service and fair treatment, participate in a culture of sustainable relationships, and support the deployment of effective client growth and retention strategies.

Lead the team effectively, foster a positive work environment, and demonstrate exemplary leadership aligned with organizational values.

Ensure workforce planning, stakeholder development, performance excellence, innovation, and integrity in communication.

Manage the budget, control expenditures, and implement financial risk management practices.

Investigate compliance issues, enhance cost-effectiveness, and ensure governance and risk policies are followed.

Note: This job posting is active and not expired.