Business Manager - Financial Planning & Advisory

About the role

Old Mutual is looking for a Business Manager based in Mossel Bay, Western Cape, to lead and grow an already successful team of financial advisors, including a National Top 50 advisor and two Regional Top 25 advisors. The role ensures the team's profitability by managing results, resources and risks within the area's business plan, and contributes to the management 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 advisors, coach and develop them, and build and sustain a productive team
• Assist with general practice and recruit quality established advisors
• Recruit into the ACA team to build a pipeline of graduate advisors
• Develop and implement a local marketing plan

Required profile

• Matric or equivalent
• FAIS compliance 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
• Previous experience as a Sales Manager is preferable

Required skills

• Sales process and six-step financial process
• Strong administrative capabilities
• Coaching, training and development, people and performance management
• Planning, organisation, monitoring, analytical thinking and goal setting
• Communication, customer focus, consultative selling and upselling