Our client is seeking a dynamic Provincial Manager to bring the company’s financial planning advice strategy to life, aligning with their mission to protect and build clients’ financial dreams. This role involves expanding the company’s presence, meeting sales targets, fostering professional practice management, and creating a culture of advice. The Provincial Manager will lead a new tied channel, playing a crucial role in achieving the company’s vision of becoming the most accountable, competitive, and professional advice business in South Africa.
Qualifications:
- Bachelor’s Degree or equivalent experience meeting FSB’s qualification requirements.
- Certified Financial Planner (preferred).
- Registered Key Individual.
Experience:
- Over 10 years in the tied agency industry.
- More than 5 years managing tied agents within the financial services sector.
- At least 5 years leading the development of a provincial/regional/national footprint of financial advisors.
- 3+ years of experience with technology utilisation in financial services.
Key Responsibilities:
Execute Financial Planning Strategy:
- Understand and respond to provincial market dynamics, economic and political opportunities.
- Implement initiatives to grow the advice portfolio provincially.
- Collaborate with the brand and marketing team to expand the network and engage with networks, franchises, and advisors.
- Identify growth opportunities and engage with stakeholders.
- Be the brand ambassador for the company’s financial planning.
- Recruit, assess, and appoint financial advisers to ensure sustainable growth.
- Oversee strategic and operational capabilities to meet contracted accountabilities.
- Maintain insights into sales and footprint growth pipelines.
- Set and achieve new business targets, driving growth and client acquisition.
- Lead sales managers and support specialists to help advisers expand their practice and meet sales targets.
- Promote the company’s financial planning value proposition in specific regions.
- Develop and implement business development plans to expand presence, penetrate new markets, and develop new client relationships.
- Drive vertical integration through wealth management and retail solutions.
- Enable advisers to professionally manage their practices and foster a culture of advice.
- Lead the adoption of technology and digital platforms to enhance financial planning practices.
Enhance Client Engagement:
- Form strategic partnerships with advisers and stakeholders to understand business priorities.
- Provide credible expertise and advice to advisers to enable client growth and retention.
- Build and maintain relationships with advisers, sales managers, and enablement specialists.
- Recommend improvements to client service and fair treatment of clients.
- Foster a culture of exceptional client service through sustainable relationships and feedback.
Lead and Develop Team:
- Build productive relationships with key stakeholders in various networks.
- Recruit talent in line with Employment Equity principles and the company’s values.
- Create a positive work environment to energise employees and maximise productivity.
- Demonstrate exemplary leadership and support organisational values.
- Foster a culture of continuous learning, improvement, and cohesiveness.
- Execute effective workforce planning to accurately forecast staffing requirements.
- Develop stakeholders to stay competent with technological, product, and business changes.
- Drive performance excellence within the team through goal setting and regular dialogue.
- Encourage innovation, integrity, change agility, and collaboration within the team.
Ensure Efficient Practice Management:
- Support the company’s financial planning and advice strategy.
- Manage the area budget, authorising expenditures and implementing financial regulations.
- Address high-risk and financial issues in the area of accountability.
- Implement financial risk management methodologies and systems.
- Investigate and report on non-compliance to organisational policies.
- Enhance cost-effectiveness and operational efficiency.
- Implement risk management, governance, and compliance policies.
- Participate in the effectiveness of financial policies and procedures to prevent misconduct.
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