Strategic Growth Leader for Financial Services

Competent Candidates

Pretoria

On-site

ZAR 900,000 - 1,500,000

Full time

5 days ago
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Job summary

Competent Candidates is seeking a Business Development Manager with strong commercial and strategic thinking, supported by analytical and data-driven decision-making skills. The role focuses on growing revenue by managing a portfolio of financial advisors, recruiting top talent, and collaborating with Group subsidiaries to unlock opportunities.

The successful candidate will analyze market developments, align campaigns with advisor needs, and coach advisors on pipeline management, opportunity

Qualifications

  • Bachelor’s degree or equivalent in Finance, Marketing, Business Administration or Sales.
  • Postgraduate diploma in financial planning/CFP® (advantageous).
  • RE1 and RE5 (advantageous).
  • Minimum of five years’ experience in financial services sales, business development or advisor management.

Responsibilities

  • Grow revenue by managing ~45 advisors with clear annual growth plans.
  • Recruit at least three advisors annually and onboard them over two years.
  • Translate growth objectives into practical business development and recruitment plans.
  • Manage advisor relationships to build trust and drive client satisfaction.
  • Identify training needs and coordinate workshops and coaching.
  • Represent the group at industry events and network to originate opportunities.
  • Maintain CRM data, monitor KPIs and report results.

Skills

Commercial acumen
Strategic thinking
Analytical mindset
Communication
Negotiation
Stakeholder management
CRM experience

Education

Bachelor’s degree in Finance/Marketing/Business Admin/Sales
Postgraduate diploma in financial planning/CFP® (advantageous)
RE1/RE5 (advantageous)

Job description

Competent Candidates is seeking a Business Development Manager with strong commercial and strategic thinking, supported by analytical and data-driven decision-making skills. The role focuses on growing revenue by managing a portfolio of financial advisors, recruiting top talent, and collaborating with Group subsidiaries to unlock opportunities.

The successful candidate will analyze market developments, align campaigns with advisor needs, and coach advisors on pipeline management, opportunity

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