National Practise Development Manager
Job Advert Summary
This is a specialist managerial role which will focus on improving the effectiveness and efficiencies of the financial planning practises of supporting intermediaries. It serves to enhance the overall value proposition of the PPS group.
Minimum RequirementsFormal Qualifications
- Matric
- 3 Year Commerce or similar degree
- Post Graduate Diploma in Financial Planning
- RE5
- RE1
- CFP® designation advantageous
Experience
- Minimum 10 years financial service
- Minimum 3 years management experience in the financial services industry
- Preference will be given to applicants with financial planning experience.
- Sales management
- Third party sales as a broker consultant or similar
- Course development
- Practise analysis
Key Responsibilities
- Provide training to distribution managers and sales staff on practise development principles
- Assist distribution management and staff with the analysis of intermediary practises
- Present practise development modules to intermediaries
- Assist with the implementation of practise development outcomes inclusive of but not limited to:
o Strategic planning
o Business and marketing plans
o Client Segmentation
o Creation of a differentiated value propositions
o Drafting service level agreements
o Financial management
o Broker CVs
o Human resource management
o Advice process
o House Views
o Client relationship management
o Compliance systems and processes.
o Practise valuations
o Succession
o Social Media, digital marketing and other omni channel strategies
- Research, develop and maintain practise management manuals
- Market the practise development function to intermediaries
- Identify sales opportunities within the practises of participating intermediaries
- Provide cross-selling opportunities for the PPS Group
Competencies
- Collaboration
- Persuasive
- Planning and Organising
- Skilled facilitator
- Adult learning
- Customer Focus
- Sound communication skills (verbal and written)
- Results Focused
Information :
- Company : PPS Recruitment
- Position : National Practise Development Manager
- Location : Johannesburg, Gauteng
- Country : ZA
Attention - In the recruitment process, legitimate companies never withdraw fees from candidates. If there are companies that attract interview fees, tests, ticket reservations, etc. it is better to avoid it because there are indications of fraud. If you see something suspicious please contact us: support@jobkos.com
Post Date : 2025-03-30 | Expired Date : 2025-04-29