Partner Director
7 months ago
**Reference**
- PE001504/RW**Sector**
- Finance**Location**
- KwaZulu Natal, Durban**Salary Interval**
- Monthly**Package**
- None-negotiable**Description**
**Minimum Requirements/ Qualifications**:
- Tertiary Degree is a pre -requisite unless very experienced (30 years).
- Bachelor of Business Science or B Comm is preferable, and CFA/ CFP is an advantage.
- **FAIS Accredited Essential.**:
- Other tertiary qualifications will be considered.
- Minimum of 15 years’ experience in managing of distribution channels in financial services.
- Previous experience in managing financial advisors will be an advantage.
- Previous experience as a Regional Business Head for an institution or financial services provider will be an advantage.
- Knowledge of the KWA/Natal network and financial services environment will be an advantage.
- Previous P & L responsibility will be an advantage.
- A fundamental understanding of the financial services advisory landscape.
- A fundamental knowledge of FAIS.
- A general understanding of financial markets.
- Informed on current events.
- Business Entrepreneur and self
- starter.
- Curiosity and original thought.
- Performance Driven and comfortable operating in an Owner Managed Business.
- Proficient in Technology and Digital Enablement.
- Proficient in Financial Management.
- People Skills with Empathy as the most relevant soft skill.
**Responsibilities and expectations but not limited to**:
- Regional Office Management - including cost management and profitability of the broader business with a particular focus on the profitability of the Advisory Partnership.
- Regional People Management - including management of staff development, coaching and training.
- Technical Support Allocation - including training and accreditation to run practices more efficiently.
- Advisor Acquisition - proactive acquisition of quality advisor practices with a particular emphasis on the IFA markets.
- Endorsed Advisory Model Adoption - Adoption of best advice practices by advisors with emphasis on client experience outcomes.
- Practice Management Strategy implementation: Implementation of best practice processes in accordance with the proprietary practice management frameworks aimed at developing quality advice practices and enhancing client experience.
- Regional Marketing and Activation Events including the development of the Company’s brand.
- Spearhead the development, communication, and implementation of effective strategies and processes to contribute to overall growth, performance, and financial sustainability of the business.
**Job Competencies**:
- People Management Competencies.
- Executive Management Engagement Skills.
- Business Administration Skills.
- Talent Assessment Competencies.
- Motivational Abilities.
- Ability to engage across different disciplines in an organization.
- Leadership Skills.
- Financial Literacy.
- Technology Literacy.
- Client Centricity.
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