Financial Planning Manager

3 days ago


Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full time

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:

  1. Providing guidance and support to financial planners to enhance service delivery.
  2. Ensuring compliance with all regulatory and policy requirements.
  3. Overseeing the completion of mandatory training interventions, including FAIS, KYC, product knowledge, risk, and compliance.

Qualifications

Essential Qualifications:

  1. Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)
  2. Certified Financial Planner or Wealth Management certification credits or Qualification aligned with FAIS and FSCA requirements
  3. RE 1 Certificate: Key Individual

Professional Experience:

  1. A minimum of 5–7 years' experience in financial planning, covering all FAIS product categories for Financial / Wealth Planners.
  2. Strong knowledge of regulatory requirements, compliance frameworks, and estate planning.
  3. 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:

  1. Business Acumen (Audit)
  2. Client Servicing
  3. Financial Acumen
  4. Financial Analysis
  5. Financial Planning


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