Provincial Head | Centurion

MINIMUM QUALIFICATIONS MINIMUM EXPERIENCE

Bachelors Degree or equivalent experience in line with FSBs qualification
requirements
Certified Financial Planner (preferred)
Registered Key Individual

10+ years experience in the tied agency industry
5+ years' experience managing tied agents within the financial services
industry
5 + years of leading the establishment and development of a
provincial/regional/national footprint of financial advisors
3+ years experience in technology utilisation in financial services

PERSPECTIVE

OUTPUTS

Execute the MFP agency growth and
advice strategy in line with

Understands market dynamics, economic and political opportunities provincially and responds appropriately to
environmental threats.
Identify, implement and oversee initiatives aimed at growing advice portfolio provincially
o Collaborate with brand and marketing team to plan and execute initiatives to expand the network and
engage networks, franchises and advisors.
o Engage with internal and external stakeholders to identify opportunity for growth
o Be the brand ambassador for MFP

Adhere consistently to the process of recruiting, assessment and appointing financial advisers to ensure sustainable
vesting and growth of adviser force
Ensure all strategic and operational capabilities within the provincial context perform according to contracted
accountabilities
Establish and maintain insight to sales pipelines
Establish and maintain insight into footprint growth pipeline
Develop plans and tactics for the achievement of footprint growth
Set new business targets in terms of growth and engagement and drive the achievement of targets to increase new
business and the acquisition of new clients
Leading sales managers and support specialists to enable financial advisers to vest and expand their practice while
achieving sales targets through credible and professional advice:
Generate interest for MFP value proposition in specific geographical locations.
Develop and implement new business development plans with regards to growth and engagement, which will expand
presence in existing markets, penetrate new markets and develop new client relationships in line with the ethos of
client centricity and legislative requirements.
Drive vertical integration through wealth management and retail solutions;
Lead the provincial team to enable advisers to professionally manage their practices,
Drive and embed a culture of advice through enabling, recognising and rewarding advice centred behaviours
Lead the adoption of technology, relevant platforms and digital ways of work to enhance the sustainability of financial
planning practices

Engage with practices in a client centric
manner improving client growth,
engagement and rete