Advice Manager

Found in: beBee S ZA - 3 weeks ago


Western Cape Cape Town, South Africa Old Mutual South Africa Full time
Old Mutual South Africa’s job vacancy, Career and Recruitment

Job title : Advice Manager – Pinelands jobs in Western Cape

Job Location : Western Cape, Cape Town

Deadline : April 22, 2024

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Job Description

In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers’ most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.

This role provides strategic, tactical, and operational management for the MFC Advice function. The incumbent is individually accountable for achieving results through own efforts, over period 3months to 1 year.

Drives and promotes a single Advice philosophy (advice along a continuum) and set of principles appropriate for the mass market for execution-only sales; focused advice (single need sales); and comprehensive advice. Develops a multi-channel advice framework that promotes a unified and consistent approach to maintain the advice houseview within MFC. Takes ownership of the advice enablers, including oversight of tools and processes, and provides thought leadership on the overlay of accreditation within channels. Ensures that the appropriate strategies are in place to measure and track whether the advice model has been appropriately executed. Responsible for market conduct for Advice in MFC. Accountable for advice and non-advice metrics (incl. NES and NPS). Accountable for management actions emerging from advice compliance checks and advice complaints. Participates in change initiatives that affect the business in relation to Advice. Responsible for best practice. Collaborates with stakeholders within channels and across OML.

Requirements

More than 5 years experience in a similar role Degree + Certified Financial Planning (CFP) or PGDIP in Financial Planning MBA is advantageous

*Administrative / Management  jobs in south africa

*Advice Manager – Pinelands in Cape Town



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