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Provincial Head | Centurion

Provincial Head | Centurion

The Recruitment Councilcenturion, Gauteng, South Africa
30+ days ago
Job description

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

  • 5 + years’ of leading the establishment and development of a
  • provincial / regional / national footprint of financial advisors

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

    OUTPUTS

    Execute the MFP agency growth and

    advice strategy in line with

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

  • Identify, implement and oversee initiatives aimed at growing advice portfolio provincially
  • o 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 sustainable
  • vesting and growth of adviser force

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

  • 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
  • business and the acquisition of new clients

  • Leading sales managers and support specialists to enable financial advisers to vest and expand their practice while
  • achieving 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 expand
  • presence 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 behaviours
  • Lead the adoption of technology, relevant platforms and digital ways of work to enhance the sustainability of financial
  • planning 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 and
  • requirements.

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

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

  • 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
  • exceptional client service

  • Work in conjunction with brand and marketing manager to advisers and practice development managers to deploy
  • effective 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 employee
  • productivity.

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

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

  • 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
  • changing technological, product and business challenges

  • Effectively drive performance excellence within the team to ensure business objectives are achieved by means of a
  • setting 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 team
  • Ensure 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 accountability
  • Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on
  • financial 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 manage
  • governance and risk exposure

    Participate in the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper

    conduct.

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    Centurion • centurion, Gauteng, South Africa

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