Financial Planning Manager
4 days ago
Mayfly Agri (Pty) Ltd is a leading financial services group in Africa, seeking an experienced Regional Manager: Financial Planning to drive excellence in financial advisory services. This role demands a strong commitment to regulatory compliance, professional development, and best practices in financial planning.
Key Responsibilities:
- Providing guidance and support to financial planners to enhance service delivery.
- Ensuring compliance with all regulatory and policy requirements.
- Overseeing the completion of mandatory training interventions, including FAIS, KYC, product knowledge, risk, and compliance.
Qualifications
Essential Qualifications:
- Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)
- Certified Financial Planner or Wealth Management certification credits or Qualification aligned with FAIS and FSCA requirements
- RE 1 Certificate: Key Individual
Professional Experience:
- A minimum of 5–7 years' experience in financial planning, covering all FAIS product categories for Financial / Wealth Planners.
- Strong knowledge of regulatory requirements, compliance frameworks, and estate planning.
- Proven experience in leading a team of financial / wealth planners, driving sales performance, training, and professional development, while ensuring adherence to financial planning best practices.
Technical Competencies:
- Business Acumen (Audit)
- Client Servicing
- Financial Acumen
- Financial Analysis
- Financial Planning
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