Regional Financial Advisory Leader

The Recruitment Council; Durban; On-site; ZAR 60 000 - 100 000; Full time

Job summary

An established industry player is on the lookout for a dynamic Provincial Manager to spearhead financial planning strategies and expand its presence in the market. This exciting role involves leading a new tied channel, meeting ambitious sales targets, and fostering professional practice management. You will be at the forefront of creating a culture of advice, driving growth, and enhancing client engagement. The ideal candidate will possess over a decade of experience in the tied agency industry, with a proven track record in managing teams and developing financial advisors. If you are passionate about making a difference and leading a team towards success, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Lead the execution of financial planning strategies in the province.
• Enhance client engagement and foster a culture of exceptional service.
• Develop and manage a productive team while ensuring practice efficiency.

Skills

Financial Planning

Sales Management

Team Leadership

Client Engagement

Risk Management

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 financial planning strategies and expand its presence in the market. This exciting role involves leading a new tied channel, meeting ambitious sales targets, and fostering professional practice management. You will be at the forefront of creating a culture of advice, driving growth, and enhancing client engagement. The ideal candidate will possess over a decade of experience in the tied agency industry, with a proven track record in managing teams and developing financial advisors. If you are passionate about making a difference and leading a team towards success, this opportunity is perfect for you.