Regional Manager: Financial Advisory (FAIS ACCREDITED)

Pathfinders Consulting Pty (LTD); Cape Town; On-site; ZAR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Competitive remuneration package

Cape Regional EXCO seat

Lead an established, performing region

Job summary

Pathfinders Consulting Pty (LTD) in Cape Town invites applications for the Regional Manager: Financial Advisory (FAIS ACCREDITED). You will lead about 8 Business Managers and their teams, shaping the regional sales strategy and ensuring growth, compliance, and operational excellence across the area.

You will be responsible for recruitment, performance management, driving sales growth, client retention, and profitability while collaborating with stakeholders region-wide.

Qualifications

• Matric (Grade 12) completed.
• NQF Level 5 qualification (120 credits), FAIS recognised.
• FAIS accreditation.
• RE5 (Regulatory Examination for Representatives).
• Full product accreditation.
• Class of Business training completed.
• 18 CPD points (current and in good standing).
• 5 to 10 years of managerial experience in the financial services sector.
• A proven record of managing a sales-driven team or several teams.
• A proven record of leading a high-performing region across Long Term Insurance, Short Term Insurance and Pension Funds.

Responsibilities

• Leadership and Strategy: Contribute to developing and rolling out the Regional and Area Sales Strategy, and track how the area performs against it.
• People Management: Lead adviser recruitment, selection, retention and performance management across your Business Manager teams.
• Sales Management: Drive sales growth, viability and client retention, and grow market share and customer acquisition for the area.
• Compliance and Risk: Hold overall accountability for compliant advice practices, business risk management and branch operations.
• Financial Management: Drive branch profitability and manage budgets and expenses.
• Operations Management: Make processes and the office run more efficiently, working closely with service and operations support teams.
• Stakeholder Relationships: Work with stakeholders inside and across areas to find shared opportunities.

Skills

Leadership

People management

Sales leadership

Compliance awareness

Financial acumen

Operations management

Stakeholder relationships

Strategic thinking

Team development

Education

Matric/Grade 12

NQF Level 5 qualification

FAIS accreditation

RE5

Full product accreditation

Class of Business training

18 CPD points

5–10 years managerial experience

Experience leading LT/ST Insurance & Pension Funds

Coaching/management qualification (advantageous)

Job description

Pathfinders Consulting Pty (LTD) | Full time

Regional Manager: Financial Advisory (FAIS ACCREDITED)

Cape Town, South Africa | Posted on 11/13/2026

The Opportunity

You will take over an established, performing region that gives holistic financial advice across a full range of financial solutions. This is a chance to lead a region that is already delivering and take it to the next level.

This is a senior management role on the Cape Regional EXCO. You will lead about 8 Business Managers, and each of them runs a team of around 15 financial advisers, from new entrants to established advisers. You will help shape the regional sales strategy and be accountable for growth, compliance and operational excellence across your area.

What You Will Be Doing

• Leadership and Strategy: Contribute to developing and rolling out the Regional and Area Sales Strategy, and track how the area performs against it.
• People Management: Lead adviser recruitment, selection, retention and performance management across your Business Manager teams.
• Sales Management: Drive sales growth, viability and client retention, and grow market share and customer acquisition for the area.
• Compliance and Risk: Hold overall accountability for compliant advice practices, business risk management and branch operations.
• Financial Management: Drive branch profitability and manage budgets and expenses.
• Operations Management: Make processes and the office run more efficiently, working closely with service and operations support teams.
• Stakeholder Relationships: Work with stakeholders inside and across areas to find shared opportunities.

Requirements

What You Will Need

• Grade 12 (Matric)
• NQF Level 5 qualification (120 credits), FAIS recognised
• FAIS accreditation
• RE5 (Regulatory Examination for Representatives)
• Full product accreditation
• Class of Business training completed
• 18 CPD points (current and in good standing)
• 5 to 10 years of managerial experience in the financial services sector
• A proven record of managing a sales-driven team or several teams
• A proven record of leading a high-performing region across Long Term Insurance, Short Term Insurance and Pension Funds

Advantageous

• A management and/or coaching qualification

Who You Are

You can think analytically and see the bigger picture. You lead with influence, set clear goals and see them through. You understand people and how organisations work, and you have strong emotional intelligence. You enjoy coaching and developing others, and you motivate and inspire teams to perform.

What’s on Offer

• A competitive remuneration package
• A seat on the Cape Regional EXCO, helping shape the region’s leadership and sales strategy
• The chance to lead an established, performing region