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 the first 24 months of employment encompassing the following outputs:

Activity, productivity and performance management of newly appointed advisers
Upskilling 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. RE5 and 120 industry credits
CFP would be an advantage
Management/Coaching Diploma would be advantageous
Marketing and 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

Personal Qualities

Development Manager

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