Business Manager - Financial Advisers

About the role

Old Mutual is looking for a Business Manager based in Ceres, Western Cape. This is a sales management role accountable for a team of new financial advisers, ensuring the team's profitability through results, resources and risk management within the area's business plan. The role also contributes to the leadership of the geographical area as a member of the MANCO.

Key responsibilities

• Manage the application of the PFA sales process
• Manage existing business processes such as conservation, outstanding business, financing, administration and client care
• Work with successful and demanding financial advisers
• Coach and develop financial advisers and build a productive team
• Assist with general practice and recruit quality established advisers
• Recruit into the ACA team to build a pipeline of graduate advisers
• Develop and implement a local marketing plan

Required profile

• Matric or equivalent; CFP qualification is an advantage
• FAIS compliant with a Financial Planning certificate or equivalent qualification with at least 120 credits at NQF level 5
• Passed RE 5 level 1
• Accredited on all PFA products and other optional products
• Preferably 24 months' service as a Financial Advisor and previous experience as a Sales Manager

Required skills

• Strong administrative capabilities
• Able to apply the six-step financial process and the sales process
• Comfortable having difficult conversations and being assertive
• Coaching, planning, organising and monitoring, analytical thinking, goal setting and execution
• Sales and marketing focus, business and financial acumen