Provincial Head

**Introduction**
- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- Translate and operationalize the Momentum Financial Planning advice strategy in line with Momentum Group’s purpose to protect and build clients’ financial dreams by growing footprint; accomplish sales targets through advice, drive and achieve vertical integration, enable professional practice management, and establish a culture of advice. The role will lead this new tied channel to significantly contribute to MFP’s vision of emerging as the most accountable, competitive and professional advice business in South Africa**Requirements**:

- Bachelor’s Degree or equivalent experience in line with FSB’s qualification requirements
- Certified Financial Planner (preferred)
- Registered Key Individual
- 10+ years’ experience in the tied agency industry
- 5+ years' experience managing tied agents within the financial services industry
- 5 + years’ of leading the establishment and development of a provincial/regional/national footprint of financial advisors

**Duties & Responsibilities**
- Execute the MFP agency growth and advice strategy in line with Momentum Group’s purpose (Internal perspective):
- Understands market dynamics, economic and political opportunities provincially and responds appropriately to environmental threats.
- Identify, implement and oversee initiatives aimed at growing advice portfolio provincially
- Collaborate with brand and marketing team to plan and execute initiatives to expand the network and engage networks, franchises and advisors.
- Engage with internal and external stakeholders to identify opportunity for growth
- Be the brand ambassador for MFP
- Adhere consistently to the process of recruiting, assessment and appointing financial advisers to ensure sustainable vesting and growth of adviser force
- Ensure all strategic and operational capabilities within the provincial context perform according to contracted accountabilities
- Establish and maintain insight to sales pipelines
- Establish and maintain insight into footprint growth pipeline
- Develop plans and tactics for the achievement of footprint growth
- Set new business targets in terms of growth and engagement and drive the achievement of targets to increase new business and the acquisition of new clients
- Leading sales managers and support specialists to enable financial advisers to vest and expand their practice while achieving sales targets through credible and professional advice:

- Generate interest for MFP value proposition in specific geographical locations.
- Develop and implement new business development plans with regards to growth and engagement, which will expand presence in existing markets, penetrate new markets and develop new client relationships in line with the ethos of client centricity and legislative requirements.
- Drive vertical integration through wealth management and retail solutions;
- Lead the provincial team to enable advisers to professionally manage their practices,
- Drive and embed a culture of advice through enabling, recognising and rewarding advice centred behaviours

Lead the adoption of technology, relevant platforms and digital ways of work to enhance the sustainability of financial planning practices

Engage with practices in a client centric manner improving client growth, engagement and retention (Client perspective):

- Create strategic partnerships with advisers and relevant stakeholders to understand business priorities and requirements.
- Ensure the provision of credible and appropriate expertise and advice to advisers with the purpose to enable client growth and retention,
- Build and maintain relationships with advisers, sales managers and enablement specialists to deliver on service level agreements in line with expectations
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
- Participate and contribute to a culture which builds sustainable relationships, facilitates feedback and provides exceptional client service
- Work in conjunction with brand and marketing manager to advisers and practice development managers to deploy effective strategies towards client growth and retention.

Effectively lead team (People):

- Establish productive, professional relationships with key stakeholders in the various networks.
- Attract, select and recruit suitably qualified talent in line with Employment Equity principles, MFP Growth plan and Momentum Group’s values
- Create a positive work climate and culture to energise employees, minimise work disruption and maximise employee