Provincial Business Development Director

1 month ago

Sandton, South Africa The Recruitment Council Full time
Job Description

The Recruitment Council is seeking a dynamic Provincial Manager to lead the development of a provincial/regional/national footprint of financial advisors. This role involves expanding the company's presence, meeting sales targets, fostering professional practice management, and creating a culture of advice.

Key Responsibilities:
  • Execute Financial Planning Strategy:
    • Understand and respond to provincial market dynamics, economic and political opportunities.
    • Implement initiatives to grow the advice portfolio provincially.
    • Collaborate with the brand and marketing team to expand the network and engage with networks, franchises, and advisors.
    • Identify growth opportunities and engage with stakeholders.
    • Be the brand ambassador for the company's financial planning.
    • Recruit, assess, and appoint financial advisers to ensure sustainable growth.
    • Oversee strategic and operational capabilities to meet contracted accountabilities.
    • Maintain insights into sales and footprint growth pipelines.
    • Set and achieve new business targets, driving growth and client acquisition.
    • Lead sales managers and support specialists to help advisers expand their practice and meet sales targets.
    • Promote the company's financial planning value proposition in specific regions.
    • Develop and implement business development plans to expand presence, penetrate new markets, and develop new client relationships.
    • Drive vertical integration through wealth management and retail solutions.
    • Enable advisers to professionally manage their practices and foster a culture of advice.
    • Lead the adoption of technology and digital platforms to enhance financial planning practices.
  • Enhance Client Engagement:
    • Form strategic partnerships with advisers and stakeholders to understand business priorities.
    • Provide credible expertise and advice to advisers to enable client growth and retention.
    • Build and maintain relationships with advisers, sales managers, and enablement specialists.
    • Recommend improvements to client service and fair treatment of clients.
    • Foster a culture of exceptional client service through sustainable relationships and feedback.
  • Lead and Develop Team:
    • Build productive relationships with key stakeholders in various networks.
    • Recruit talent in line with Employment Equity principles and the company's values.
    • Create a positive work environment to energise employees and maximise productivity.
    • Demonstrate exemplary leadership and support organisational values.
    • Foster a culture of continuous learning, improvement, and cohesiveness.
    • Execute effective workforce planning to accurately forecast staffing requirements.
    • Develop stakeholders to stay competent with technological, product, and business changes.
    • Drive performance excellence within the team through goal setting and regular dialogue.
    • Encourage innovation, integrity, change agility, and collaboration within the team.
  • Ensure Efficient Practice Management:
    • Support the company's financial planning and advice strategy.
    • Manage the area budget, authorising expenditures and implementing financial regulations.
    • Address high-risk and financial issues in the area of accountability.
    • Implement financial risk management methodologies and systems.
    • Investigate and report on non-compliance to organisational policies.
    • Enhance cost-effectiveness and operational efficiency.
    • Implement risk management, governance, and compliance policies.
    • Participate in the effectiveness of financial policies and procedures to prevent misconduct.

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