Job at a glance
Requirements: Grade 12 / Matric Tertiary qualification (Bachelor’s Degree in Commerce, Finance, Investments would be essential) 3 - 5 year's experience in financial services or in a similar role. Experience in Financial Planning would be an advantage (Certified Financial Planner status would be advantageous) Computer skills: Microsoft Office (Excel, Word, Outlook essential); Qlikview. Xplan experience.
Responsibilities but not limited to: Operations Manage the alignment and expectation management with the regional Partnership Director and all Partners (advisors) and their back offices as they convert into a new business environment and business model. Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each Advisors client database.
Execute client advisory plans and annual reviews on behalf of the Head of Business Development and with the Advisors. Assist in developing an Advisors’ value proposition and pricing framework. Assist with Business Assessment tools (dashboards) and processes when evaluating each Advisors practice. Business development activation and assistance at client and road show events. Usage statistics and Management Information Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies.
Compare practices against one another to harness efficiencies and best practices. Track usage of endorsed advice process adoption. Assisting Advisors to reach their Advisory model targets and objectives. Identify and drive better results within the endorsed advice process where necessary. Personal and Company Development Set goals for the year and ensure that personal training and development takes place.
Ensure alignment to company development. Reassess the self-management principle continuously and self -measure. Move from operational chasing to more strategic value add responsibilities. Establish the systems and realignment of resources to enable a sustainable practice management and operations process. Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.