Senior Financial Planner

Bebeebusinessdevelopment; Gauteng; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A finance service company in Gauteng is seeking a strategic leader to drive growth in their financial planning services. Responsibilities include leading sales teams, fostering relationships between headquarters and franchises, and supporting financial initiatives. The ideal candidate has expertise in business development and relationship building to enhance long-term business potential. This role offers the opportunity to make a significant impact on the company's growth trajectory.

Qualifications

• Mastery of business development strategies and market awareness.
• Results-driven approach with adaptability to change.
• Proven expertise in building and maintaining relationships.

Responsibilities

• Lead and align sales teams for business expansion.
• Foster relationships between headquarters and franchises.
• Support investment, savings, and wealth management initiatives.

Skills

Business Development Strategies

Relationship Building

Financial Planning

Strategic Leadership

Job description

We are seeking a highly motivated and strategic leader to drive the growth of our financial planning services.

Key Responsibilities

• Strategic Growth: Lead the recruitment and alignment of sales teams, driving business expansion through sound financial planning strategies.
• Regional Management & Leadership: Foster strong relationships between our company’s headquarters and franchises, contributing to overall growth targets.
• Growth Enablement: Support initiatives that promote investment, savings, and wealth management propositions through technical assistance and marketing expertise.

Fundamental Competencies

• Mastery of Business Development Strategies: Drive market awareness by leveraging knowledge of industry trends and navigating complex commercial environments effectively.
• Catalyst for Change: Demonstrate a results-driven approach to decision-making with an ability to navigate changing circumstances.
• Earned Expertise in Relationship Building: Advocate on behalf of customers ensuring seamless interactions across all levels, which enhances long-term business potential.
• Financial Planning Operations: Financial Strategist