Our client, a national Independent Brokerage, is on the lookout for a General Manager. The successful candidate will play a crucial role in fostering a culture of financial planning and advice that strengthens client relationships and drives sustainable business growth.
Key Responsibilities:
- Strategic Growth: Lead the recruitment of footprint owners, aligning with our strategy and culture. Act as a catalyst for enhancing the client and franchise value proposition.
- Regional Management & Leadership: Serve as a vital link between the company’s Head Office and franchises, building and nurturing close relationships. Contribute to achieving the company’s growth targets.
- Growth Enablement: Support financial planning and advice initiatives, offering technical support, investment marketing, and specialist assistance to promote and expand investment, savings, and wealth management propositions.
- Franchise Practice Management: Develop and maximize franchise practice management through sound financial planning and advice. Ensure efficient and effective practices are in line with our financial planning strategy, including the successful onboarding of new franchises.
- Governance & Compliance: Oversee compliance training and regular audits, ensuring adherence to risk management and compliance processes. Investigate and report any willful acts of non-compliance.
Principle-Based Work Environment:
Operate within a culture that values:
- Solutions over excuses.
- Upholding principles over compromising standards.
- Financial planning and brand integrity.
- Understanding client needs without compromising advice solutions.
- Commitment to a shared financial planning framework.
- Open, honest communication and orderly operations.
Key Competencies:
- Entrepreneurial & Commercial Thinking: Stay informed on market trends, identify business opportunities, and demonstrate financial awareness.
- Decision Making & Initiative: Take responsibility, work independently, and drive change with clear, quick decision-making.
- Relating & Networking: Build strong relationships at all levels and develop effective networks.
- Persuasion & Influence: Secure agreement and commitment from others, leveraging political processes to influence decisions.
- Results Delivery: Focus on customer satisfaction, maintain high standards, and achieve project goals methodically.
- Creativity & Innovation: Generate new ideas and solutions, driving innovation in products and processes.
Qualifications:
- Degree in Business Management, Marketing, or related NQF 6 qualification.
- Certified Financial Planner.
Experience:
- 5-8 years in corporate business development, client service, or marketing within financial services.
- Experience in franchise sales.
This position offers an exciting opportunity to lead and shape the future of our financial planning and advice services. If you are a driven, strategic leader with a passion for growth and client success, we encourage you to apply.
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