Practice Transformation Consultant

Found in: Talent ZA C2 - 3 weeks ago

Cape Town, South Africa Old Mutual Full time

Description

& Key Result Areas: To ensure quality personalized delivery of Practice Management principles to Top Advisers within OMPFA as well one to many delivery to remaining advisers . To be a center of influence in OMPFA for Practice Management and Relationship Transitions. To assist with the up-skilling of Business and Regional managers on Practice Management via the Business Manager Transformation Plan. To assist retiring Advisers with Relationship Transitions. To assist Senior Advisers and management with establishing General Practices. To up-skill identified experienced advisers in the principles of Practice Management via workshops. Drive CoDA (Circle of Distinguished Advisers) as a business initiative amongst top advisers. Drive General Practice as a business initiative amongst top advisers. Promote and drive Practice of the Year amongst top advisers. Assist advisers in developing their personal IVP and establishing a digital presence (via social media and digital business cards)

Practice Consultation

Evaluate, Advise and guide solutions and improvements to top performer practices against best practice principles. Facilitate and implement problem/risk resolution as it pertains to practice management. Collaborate with relevant stakeholders in order to offer best services/solutions. Facilitate discussion forums for top producers. Consult on segmentation of client base. Practice Development Deliver and drive Practice Management to top producers Identify opportunities for improvement in top adviser’s practices. Identify General Practice opportunities and guide and support the creation and functioning of these in OMPFA. Facilitate internal and external relationship building between top producers and relevant stakeholders. Ensure active integration of industry developments with business processes as it pertains to practice management. Practice Design Adapt best practice for the OMPFA model. Actively assist top producers with the integration of best practices into their businesses. Actively influence learning and business process design and delivery for top producers. Actively influence and assist with role design for Area and Sales Managers in respect of managing top producers. Practice Implementation Translate and integrate theory into practice for all relevant stakeholders as it pertains to top producers. Integrate and customise best practice on a regional and area level where appropriate. Relationship Transition (Practice Transition - Succession) Identify established advisers who will be retiring within the next three years. Assist Regional and Business Managers with profiling retiring adviser’s client base and matching clients to new advisers. Implement relationship transition guidelines together with Regional and Business Managers when transitioning the client relationships of retiring advisers to successors. Drive the transition through regular meetings with the retiring adviser, successor and area management. Assist with the integration of client base into new adviser’s practice. Qualifications and experience: Matric. Relevant FSCA approved qualification (NQF5). Coaching Qualification will be advantageous. Certified Financial Planning qualification advantageous. Previous Regional or Business Manager experience managing and/or influencing top advisor practices top EFA Advisors  (minimum 5 years) required will be advantageous. Profound technical knowledge of the Financial Services industry. Technical knowledge in Old Mutual PFA will be advantageous. Experience and skilled in software tools used for Financial Planning and Financial Advisers. E.g. Microsoft Office, Excel, Power Point, XPlan and Internet tools etc. Code 8 driver’s license required with own vehicle. Competencies: Coaching and Mentoring Skills Technical Knowledge Business Acumen Analytical skills Conflict management skills Problem solving skills Personal Mastery Skills Confident written and verbal communication skills Excellent presentation skills Team Orientation and ability to work Independently and in a digital environment Leading with Influence Collaboration and relationship building skills Innovation Client first Strategic Initiating Action Execution Skills Education Certified Financial Planner Provided Underlying Qualification Achieved: Financial Planning/ Higher Certificate: Financial Planning Closing Date 23 April 2024

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