SUMMARY :
Provincial Head | Centurion
POSITION INFO :
MINIMUM QUALIFICATIONS MINIMUM EXPERIENCE
- Bachelor’s Degree or equivalent experience in line with FSB’s qualification
requirements
Certified Financial Planner (preferred)Registered Key Individual10+ years’ experience in the tied agency industry5+ years'' experience managing tied agents within the financial servicesindustry
5 + years’ of leading the establishment and development of aprovincial / regional / national footprint of financial advisors
3+ years’ experience in technology utilisation in financial servicesPERSPECTIVE
OUTPUTS
Execute the MFP agency growth and
advice strategy in line with
Understands market dynamics, economic and political opportunities provincially and responds appropriately toenvironmental threats.
Identify, implement and oversee initiatives aimed at growing advice portfolio provinciallyo Collaborate with brand and marketing team to plan and execute initiatives to expand the network and
engage networks, franchises and advisors.
o Engage with internal and external stakeholders to identify opportunity for growth
o Be the brand ambassador for MFP
Adhere consistently to the process of recruiting, assessment and appointing financial advisers to ensure sustainablevesting and growth of adviser force
Ensure all strategic and operational capabilities within the provincial context perform according to contractedaccountabilities
Establish and maintain insight to sales pipelinesEstablish and maintain insight into footprint growth pipelineDevelop plans and tactics for the achievement of footprint growthSet new business targets in terms of growth and engagement and drive the achievement of targets to increase newbusiness and the acquisition of new clients
Leading sales managers and support specialists to enable financial advisers to vest and expand their practice whileachieving sales targets through credible and professional advice :
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 expandpresence in existing markets, penetrate new markets and develop new client relationships in line with the ethos of
client centricity and legislative requirements.
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 behavioursLead the adoption of technology, relevant platforms and digital ways of work to enhance the sustainability of financialplanning practices
Engage with practices in a client centric
manner improving client growth,
engagement and retention
(Client perspective)
Create strategic partnerships with advisers and relevant stakeholders to understand business priorities andrequirements.
Ensure the provision of credible and appropriate expertise and advice to advisers with the purpose to enable clientgrowth and retention,
Build and maintain relationships with advisers, sales managers and enablement specialists to deliver on service levelagreements in line with expectations
Make recommendations to improve client service and fair treatment of clients within area of responsibilityParticipate and contribute to a culture which builds sustainable relationships, facilitates feedback and providesexceptional client service
Work in conjunction with brand and marketing manager to advisers and practice development managers to deployeffective strategies towards client growth and retention.
Effectively lead team (People)
Establish productive, professional relationships with key stakeholders in the various networks.Create a positive work climate and culture to energise employees, minimise work disruption and maximise employeeproductivity.
Demonstrate exemplary leadership behaviour through personal involvement, commitment and dedication in support oforganisational values and ethos
Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvementand cohesiveness.
Execute effective workforce planning practices to ensure that staffing requirements are accurately forecastedEnsure stakeholders within provincial context are continuously developed to remain competent and aligned withchanging technological, product and business challenges
Effectively drive performance excellence within the team to ensure business objectives are achieved by means of asetting of team goals, aligned performance contract, and having regular dialogue to achieve meaningful and significant
impact.
Encourage innovation, ensure integrity in communication, change agility and collaboration within the teamEnsure Efficient and Effective Practice
()
Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.Manage high risk and financial issues in area of accountabilityImplement and manage financial risk methodologies, techniques and systems and use to monitor and report onfinancial activities.
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 managegovernance and risk exposure
Participate in the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper
conduct.