5 Jul 2018

Full-Time Regional Manager, EE

AdrienneRoodepoort, Gauteng, South Africa

Job Description

An exciting role has become available within a financial services company!


The role in a nutshell: Accountable for the operational success of the business unit. The role will assist in the identification and then successful appointment and transitioning of new Financial Planners. Then undertaking the management of the Financial Planner’s contract as well as vesting until fully productive and compliant. Budgets and expense management. Provide effective People Management and Development practices for Financial Planner’s in terms of: Recruitment & Selection and orientation, Contract management, Coaching, vesting and development of Planners as well as performance improvement, monitoring and feedback.


Gauteng area based.


EE role. This role is open to suitably qualified Employment Equity candidates in line with our client’s EE requirements.



Qualifications and experience required:

  • Grade 12
  • Management Diploma
  • Commercial/Financial or business related diploma/degree
  • CFP/RFP3 or equivalent (i.e.: 120 credits)
  • RE1+5 and fully qualified and experienced
  • Extensive Financial Services experience in a marketing/sales environment
  • Operational Management/leadership of a team/unit


Knowledge and skills

  • MS: Office (Excel, Word, PP)
  • MS: Outlook
  • Xplan payroll/CB4
  • Financial Services Industry Knowledge
  • Financial Services Product Knowledge
  • Legal technical Knowledge
  • Knowledge of financial practices/brokerages/franchise concepts and operations
  • Leadership and Management skills to manage staff
  • Business entity structures and legal requirements
  • Contracts and licensing agreements
  • Commission and remuneration structures
  • Compliance and risk management
  • Distribution business knowledge
  • Initiate and drive a growth model
  • Business metrics and measurements
  • Sales and marketing
  • Budgets and expense management
  • Relevant regulatory legislation and compliance knowledge (FAIS accredited)

How to Apply

Apply here or to find out more about this opportunity, please forward your CV along with your academic transcripts to zama@candidateconnect.co.za

Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.

Job Categories: Financial Markets. Job Types: Full-Time.

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