South Africa Job Openings
PPS Recruitment
FS4P Senior Manager
Johannesburg
November 8, 2024
Job Advert Summary
The purpose of this role is to assist with the management of FS4P. This refers to both strategic and operational management. In addition, meeting the targets as defined by the FS4P board involves the meeting of income and adviser numbers
This involves working with staff and independent advisers; liaising with external service providers; product providers and the Shareholder.
Recruiting and vesting professionally focused advisers, on a national basis, is key to the success of FS4P. This involves travelling within South Africa. There will be specific areas of focus; yet the national focus remains pre-eminent.
The manager is responsible for assisting with managing risks, staff, advisers, implementation compliance changes and processes.
This involves working with staff and independent advisers; liaising with external service providers; product providers and the Shareholder.
Recruiting and vesting professionally focused advisers, on a national basis, is key to the success of FS4P. This involves travelling within South Africa. There will be specific areas of focus; yet the national focus remains pre-eminent.
The manager is responsible for assisting with managing risks, staff, advisers, implementation compliance changes and processes.
Minimum Requirements
Qualifications:- Matric
- A bachelor’s degree in the relevant field
- Post Graduate qualification advantageous
- CFP advantageous
Experience:
- Senior Management experience (5+ years)
- Sales experience in the broker environment (7+years)
- Compliance and regulatory knowledge
- Financial Industry experience (15+ years)
- Risk Management
- Service and Administration experience (7+ years)
Duties and Responsibilities
1. Financial Control: The maintenance and development of a financially controlled environment within FS4P in line with budgets.
2. Operational processes: Effective interaction with and participating in setting up of operational efficiency processes on an ongoing basis
3. Recruitment: Based on targeted growth of advisers per year, focussing on the appropriate professionally focussed advisers
4. Vesting advisers: Existing advisers need to be developed and assisted to grow their practice and client base in line with their own growth path and targets. Constant interaction with and regular reviews need to be conducted.
5. Marketing: The creation, maintenance and re-evaluating the value-proposition of FS4P followed by implementing the vision through all marketing tools and processes. This includes the website, brochures, banners, and events etc.
6. Compliance: Being a Key Individual on the Juristic Rep licence entails personal responsibility for the conduct of all advisers. Implementing all regulatory changes and organizing training to comply with CPD and other legislative requirements.
7. Risk Management: Identify, manage and review all risks in the business.
8. Other responsibilities: Various other functions are required such as organizing the annual conference, events with advisers, sponsorships, referral agreements,
2. Operational processes: Effective interaction with and participating in setting up of operational efficiency processes on an ongoing basis
3. Recruitment: Based on targeted growth of advisers per year, focussing on the appropriate professionally focussed advisers
4. Vesting advisers: Existing advisers need to be developed and assisted to grow their practice and client base in line with their own growth path and targets. Constant interaction with and regular reviews need to be conducted.
5. Marketing: The creation, maintenance and re-evaluating the value-proposition of FS4P followed by implementing the vision through all marketing tools and processes. This includes the website, brochures, banners, and events etc.
6. Compliance: Being a Key Individual on the Juristic Rep licence entails personal responsibility for the conduct of all advisers. Implementing all regulatory changes and organizing training to comply with CPD and other legislative requirements.
7. Risk Management: Identify, manage and review all risks in the business.
8. Other responsibilities: Various other functions are required such as organizing the annual conference, events with advisers, sponsorships, referral agreements,
Intrapersonal and Interpersonal skills:
- Reliable
- Customer Focused
- Resilient
- Results Driven
- Analytical skills
- Attention to detail
- Ability to think outside the box
- Build and maintain stakeholder relationship
- Stakeholder Management - Interaction with internal stakeholders and external product providers and service providers.
- Problem-Solving Skills: Business Manager solve adviser issues, sometimes without seeing the actual problem first hand.
- Leadership Skills: Business Manager will need to motivate the team of advisers, work with them to make sure they abide by all company policies and procedures and compliance regulations.
- Innovative - ability to produce creative ideas to ameliorate service standards and keep advisers motivated and engaged.
- Good management skills - ability to supervise the teams effectively to deliver results in a competitive sales environment.
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