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Regional Financial Advisory Leader

The Recruitment Council

Sandton

On-site

ZAR 600 000 - 1 000 000

Full time

19 days ago

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Job summary

An innovative firm is on the lookout for a dynamic Provincial Manager to spearhead financial planning strategies and expand its presence in South Africa. This pivotal role involves driving sales, fostering a culture of advice, and leading a team of financial advisers. The ideal candidate will have extensive experience in the tied agency industry and a passion for client engagement. Join this forward-thinking organization and play a crucial role in shaping the future of financial advice, while enjoying a collaborative and rewarding work environment that values growth and innovation.

Qualifications

  • Bachelor’s Degree or equivalent experience required.
  • Certified Financial Planner preferred for this role.

Responsibilities

  • Execute financial planning strategy and drive growth in the province.
  • Lead and develop a team while enhancing client engagement.
  • Ensure efficient practice management and compliance.

Skills

Financial Planning
Sales Management
Team Leadership
Client Relationship Management
Technology Utilization in Financial Services

Education

Bachelor’s Degree
Certified Financial Planner
Registered Key Individual
Job description
An innovative firm is on the lookout for a dynamic Provincial Manager to spearhead financial planning strategies and expand its presence in South Africa. This pivotal role involves driving sales, fostering a culture of advice, and leading a team of financial advisers. The ideal candidate will have extensive experience in the tied agency industry and a passion for client engagement. Join this forward-thinking organization and play a crucial role in shaping the future of financial advice, while enjoying a collaborative and rewarding work environment that values growth and innovation.
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