General Manager

**Introduction**

Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s) market.

Consult, being an authorized FSP, is able to offer our clients product solutions of all of the major life, health, saving, investments, short term and employee benefits providers in South Africa. We have contracts with 122 product providers in total.

Consult is one of South Africa’s largest and most respected financial planning and advice specialists with a national footprint of 280 financial advisers, including 50 specialist short term advisers, spanning across South Africa. We subscribe to the principles of treating our customers fairly and in doing so, offer our clients industry leading solutions.

**Role Purpose**

The purpose of the **General**Manager**role** is to participate and contribute to a Financial planning and advice culture which builds rewarding relationships, facilitates feedback and provides a platform to build a sustainable business.

**Requirements**:
**Qualifications**:

- Degree in Business Management, Marketing degree or Industry Related NQF 6 Qualification
- Certified Financial Planner (preferred)

**Experience**:

- 5-8 years’ experience in corporate business development/corporate client service, or marketing within a financial services environment
- Experience in franchise sales (preferred)

**Duties & Responsibilities**

**Key Outputs**:
**Ensure we become a financial planning advice and business.**

**Growth: Footprint owner recruitment in alignment with our strategy and culture.**

**Client and franchise value proposition catalysts.**

**Management/Leadership of the Region**
- Act as a connection between Momentum Consult Head Office and Franchises: Build close relationships with franchises.
- Assist in Contributing to the Momentum Consult’s growth target.

**Growth Enabler by delivering client and Franchise Value Proposition**
- Financial Planning & Advice.
- Provide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositions.
- Franchise itself Practice Management: Implement tactics to develop and maximize the franchise practice management through sound financial planning and advice.
- Ensure efficient and effective practices through financial planning and advice strategy.
- Vesting a new Franchises.

**Governance and Monitoring**
- Ensures compliance training and regular audits in conjunction with advice and license specialist.
- Ensures Risk management and Compliance processes are adhered to.
- Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings.

**Principle based environment, able to work in a culture that stands for the following principles**:

- We find solutions, not excuses.
- We don’t compromise what we stand for.
- We live by principles not rules.
- We value financial planning.
- We value our brand.
- We are qualified to provide financial planning solutions.
- We understand our clients’ needs and will not compromise on our advice solutions.
- Our Advisers commit to our financial planning framework and house views.
- We believe in our people.
- We talk to one another not about one another.
- We do things in an orderly fashion.

**Competencies**
- ** Entrepreneurial and commercial thinking**:Keeps up to date with competitor information and market trends; identifies business opportunities for the organization; maintains awareness of developments in the organizational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.
- ** Deciding and initiating action**:Takes responsibility for actions, projects and people; takes initiative and works under own direction;initiates and generates activity and introduces changes into work processes; makes quick, cleardecisions which may include tough choices or considered risks.
- ** Relating and networking**:Easily establishes** good relationships with customers and staff; relates **well to people at all levels and builds wide and effective networks of contacts.
- ** Persuading and influencing**:Gains clear agreement and commitment from others by persuading, convincing and negotiating; makeseffective use of political processes to influence and persuade others; promotes own ideas and those ofothers; makes a strong personal impact on others; takes care to manage one’s impression on others.
- ** Delivering results and meeting customer expectation**:Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors andmaintains quality and productivity; works in a systematic, methodical and orderly way; consis