Strategic Growth Lead for Financial Advisors

HR Options

Pretoria

On-site

ZAR 600,000 - 900,000

Full time

30 hours ago
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Job summary

HR Options in Pretoria seeks a Business Development Manager to drive sustainable revenue growth across an assigned portfolio of financial advisors and to recruit new advisors into the Group network. The role emphasizes relationship management, commercial analysis, and collaboration with Group subsidiaries to enhance client propositions and adoption of approved technologies.

You will monitor performance, set growth targets for each advisor, and work with internal teams to unlock opportunities and

Qualifications

  • A relevant bachelor’s degree in Finance, Marketing, BusinessAdministration, Sales or a related discipline.
  • RE 1 and RE 5 (Advantageous)
  • Diploma in financial planning, CFP (Advantageous)

Responsibilities

  • Revenue Growth: Manage a portfolio of approximately 45 advisors and agree clear annual growth plans, priorities and targets for each advisor.
  • Recruitment: Recruit at least three advisors annually, each with an average annual commission base of approximately R750 000.
  • Strategic Planning and Market Analysis: Translate Group growth objectives into practical business-development, portfolio and recruitment plans.
  • Advisor Relationship Management: Build trusted, commercially focused advisor relationships and maintain accountability for agreed growth plans and outcomes.
  • Training and Development: Identify advisor capability gaps and provide or coordinate relevant training, tools and support.
  • Event Participation and Networking: Represent the Group professionally at selected industry events, conferences and networking opportunities.

Skills

Relationship management
Sales
Strategic planning

Education

Bachelor’s degree in Finance, Marketing, BusinessAdministration, Sales or related discipline
RE 1 and RE 5
Diploma in financial planning, CFP

Tools

CRM
Data analytics platforms

Job description

HR Options in Pretoria seeks a Business Development Manager to drive sustainable revenue growth across an assigned portfolio of financial advisors and to recruit new advisors into the Group network. The role emphasizes relationship management, commercial analysis, and collaboration with Group subsidiaries to enhance client propositions and adoption of approved technologies.

You will monitor performance, set growth targets for each advisor, and work with internal teams to unlock opportunities and

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