Provincial Head | Centurion

• Bachelor’s Degree or equivalent experience in line with FSB’s qualification

• Certified Financial Planner (preferred)
• Registered Key Individual

• 10+ years’ experience in the tied agency industry
• 5+ years'' experience managing tied agents within the financial services

• 5 + years’ of leading the establishment and development of a

• 3+ years’ experience in technology utilisation in financial services

• Understands market dynamics, economic and political opportunities provincially and responds appropriately to

• Identify, implement and oversee initiatives aimed at growing advice portfolio provincially

• Adhere consistently to the process of recruiting, assessment and appointing financial advisers to ensure sustainable

• Ensure all strategic and operational capabilities within the provincial context perform according to contracted

• Establish and maintain insight to sales pipelines
• Establish and maintain insight into footprint growth pipeline
• Develop plans and tactics for the achievement of footprint growth
• Set new business targets in terms of growth and engagement and drive the achievement of targets to increase new

• Leading sales managers and support specialists to enable financial advisers to vest and expand their practice while

• Generate interest for MFP value proposition in specific geographical locations.
• Develop and implement new business development plans with regards to growth and engagement, which will expand

• Drive vertical integration through wealth management and retail solutions;
• Lead the provincial team to enable advisers to professionally manage their practices,
• Drive and embed a culture of advice through enabling, recognising and rewarding advice centred behaviours
• Lead the adoption of technology, relevant platforms and digital ways of work to enhance the sustainability of financial

• Create strategic partnerships with advisers and relevant stakeholders to understand business priorities and

• Ensure the provision of credible and appropriate expertise and advice to advisers with the purpose to enable client

• Build and maintain relationships with advisers, sales managers and enablement specialists to deliver on service level

• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• Participate and contribute to a culture which builds sustainable relationships, facilitates feedback and provides

• Work in conjunction with brand and marketing manager to advisers and practice development managers to deploy

• Create a positive work climate and culture to energise employees, minimise work disruption and maximise employee

• Demonstrate exemplary leadership behaviour through personal involvement, commitment and dedication in support of

• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement

• Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted
• Ensure stakeholders within provincial context are continuously developed to remain competent and aligned with

• Effectively drive performance excellence within the team to ensure business objectives are achieved by means of a

• Encourage innovation, ensure integrity in communication, change agility and collaboration within the team

• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and financial issues in area of accountability
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on

• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage

ExecutivePlacements.com