What will you do? 

This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

What will make you successful in this role? 

• Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:
•  Activity, productivity and performance management of newly appointed advisers
•  Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
•  Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
•  Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
•  Recruitment of Financial Advisers
•  Sourcing and vesting new advisers in Key Accounts

Qualification and Experience:

•  Matric
•  Wealth Management /Financial Planning qualification
•  FAIS i.e. RE 5 & 120 Industry Credits
•  CFP would be an advantage
•  Management/Coaching Diploma would be advantageous
•  Marketing & Sales experience in the financial services industry.
•  3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
•  Experience in mentoring/vesting of advisers
•  Previous management role would be advantageous
•  COB and CPD points

Knowledge and Skills:

•  Financial Services Industry and product knowledge (Sanlam and/or competitors) 
•  Legal technical Knowledge (financial advice related and product related), 
•  Financial/Assurance products (broad and background)
•  Management & developmental skills to manage/coach staff
•  Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
•  Marketing/selling knowledge/skills (including 6 step sales cycle)
•  Activity and performance management
•  Fit & proper from a FAIS perspective to act as supervisor

Personal Qualities: 

•  Cultivates Innovation
•  Client Focus
•  Drives Results
•  Collaborates 
•  Flexible and Adaptable
•  Drives Vision and Purpose
•  Business Insight
•  Directs Work
•  Decision Quality