Adviser Support: Provide ongoing proactive and reactive technical advisory support to a large national network of advisers and distribution teams on complex advice-related matters. 

 Product Expertise: Act as the subject matter expert on technical product and advice matters, including participation in relevant technical/distribution committees.

 Product Competitiveness: Work closely with product providers to ensure the product suite remains competitive 

 Due Diligence: Collaborate with cross-divisional teams on product and product provider due diligence, in conjunction with risk and finance teams 

 Large Case Review: Serve as the subject matter expert and manager of the large case review process, including presenting findings to senior management for approval. 

 Process Improvement: On an ongoing basis, evaluate, review, and improve the large case process.

 Team Leadership: Facilitate technical training for junior staff and ensure the effective management of direct reports.

 Content & Marketing: Draft, review, and sign-off communication and content for marketing and technical purposes (e.g., Take Notes, articles) in relation to advice and distribution activities. 

 Experience: A minimum of 7 years experience in wealth and investment products.

 Knowledge: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level. 

 Education: A Degree in Financial Management / Financial Planning or a related field.

 Designation (Advantageous): Postgraduate Diploma in Financial Planning.

 Skills: Proven ability to identify, assess, and solve problems. Must demonstrate excellent management/leadership skills, strong analytical skills, and the ability to influence and negotiate 

Send your comprehensive CV to the Hire Resolve team.

Connect with Lidene Pienaar via LinkedIn today!

 Adviser Support: Provide ongoing proactive and reactive technical advisory support to a large national network of advisers and distribution teams on complex advice-related matters. 

 Product Expertise: Act as the subject matter expert on technical product and advice matters, including participation in relevant technical/distribution committees.

 Product Competitiveness: Work closely with product providers to ensure the product suite remains competitive 

 Due Diligence: Collaborate with cross-divisional teams on product and product provider due diligence, in conjunction with risk and finance teams 

 Large Case Review: Serve as the subject matter expert and manager of the large case review process, including presenting findings to senior management for approval. 

 Process Improvement: On an ongoing basis, evaluate, review, and improve the large case process.

 Team Leadership: Facilitate technical training for junior staff and ensure the effective management of direct reports.

 Content & Marketing: Draft, review, and sign-off communication and content for marketing and technical purposes (e.g., Take Notes, articles) in relation to advice and distribution activities. 

 Experience: A minimum of 7 years experience in wealth and investment products.

 Knowledge: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level. 

 Education: A Degree in Financial Management / Financial Planning or a related field.

 Designation (Advantageous): Postgraduate Diploma in Financial Planning.

 Skills: Proven ability to identify, assess, and solve problems. Must demonstrate excellent management/leadership skills, strong analytical skills, and the ability to influence and negotiate 

Send your comprehensive CV to the Hire Resolve team.

Connect with Lidene Pienaar via LinkedIn today!

 Adviser Support: Provide ongoing proactive and reactive technical advisory support to a large national network of advisers and distribution teams on complex advice-related matters. 

 Product Expertise: Act as the subject matter expert on technical product and advice matters, including participation in relevant technical/distribution committees.

 Product Competitiveness: Work closely with product providers to ensure the product suite remains competitive 

 Due Diligence: Collaborate with cross-divisional teams on product and product provider due diligence, in conjunction with risk and finance teams 

 Large Case Review: Serve as the subject matter expert and manager of the large case review process, including presenting findings to senior management for approval. 

 Process Improvement: On an ongoing basis, evaluate, review, and improve the large case process.

 Team Leadership: Facilitate technical training for junior staff and ensure the effective management of direct reports.

 Content & Marketing: Draft, review, and sign-off communication and content for marketing and technical purposes (e.g., Take Notes, articles) in relation to advice and distribution activities. 

 Experience: A minimum of 7 years experience in wealth and investment products.

 Knowledge: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level. 

 Education: A Degree in Financial Management / Financial Planning or a related field.

 Designation (Advantageous): Postgraduate Diploma in Financial Planning.

 Skills: Proven ability to identify, assess, and solve problems. Must demonstrate excellent management/leadership skills, strong analytical skills, and the ability to influence and negotiate 

Send your comprehensive CV to the Hire Resolve team.

Connect with Lidene Pienaar via LinkedIn today!

 Adviser Support: Provide ongoing proactive and reactive technical advisory support to a large national network of advisers and distribution teams on complex advice-related matters. 

 Product Expertise: Act as the subject matter expert on technical product and advice matters, including participation in relevant technical/distribution committees.

 Product Competitiveness: Work closely with product providers to ensure the product suite remains competitive 

 Due Diligence: Collaborate with cross-divisional teams on product and product provider due diligence, in conjunction with risk and finance teams 

 Large Case Review: Serve as the subject matter expert and manager of the large case review process, including presenting findings to senior management for approval. 

 Process Improvement: On an ongoing basis, evaluate, review, and improve the large case process.

 Team Leadership: Facilitate technical training for junior staff and ensure the effective management of direct reports.

 Content & Marketing: Draft, review, and sign-off communication and content for marketing and technical purposes (e.g., Take Notes, articles) in relation to advice and distribution activities. 

 Experience: A minimum of 7 years experience in wealth and investment products.

 Knowledge: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level. 

 Education: A Degree in Financial Management / Financial Planning or a related field.

 Designation (Advantageous): Postgraduate Diploma in Financial Planning.

 Skills: Proven ability to identify, assess, and solve problems. Must demonstrate excellent management/leadership skills, strong analytical skills, and the ability to influence and negotiate 

Send your comprehensive CV to the Hire Resolve team.

Connect with Lidene Pienaar via LinkedIn today!

 Adviser Support: Provide ongoing proactive and reactive technical advisory support to a large national network of advisers and distribution teams on complex advice-related matters. 

 Product Expertise: Act as the subject matter expert on technical product and advice matters, including participation in relevant technical/distribution committees.

 Product Competitiveness: Work closely with product providers to ensure the product suite remains competitive 

 Due Diligence: Collaborate with cross-divisional teams on product and product provider due diligence, in conjunction with risk and finance teams 

 Large Case Review: Serve as the subject matter expert and manager of the large case review process, including presenting findings to senior management for approval. 

 Process Improvement: On an ongoing basis, evaluate, review, and improve the large case process.

 Team Leadership: Facilitate technical training for junior staff and ensure the effective management of direct reports.

 Content & Marketing: Draft, review, and sign-off communication and content for marketing and technical purposes (e.g., Take Notes, articles) in relation to advice and distribution activities. 

 Experience: A minimum of 7 years experience in wealth and investment products.

 Knowledge: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level. 

 Education: A Degree in Financial Management / Financial Planning or a related field.

 Designation (Advantageous): Postgraduate Diploma in Financial Planning.

 Skills: Proven ability to identify, assess, and solve problems. Must demonstrate excellent management/leadership skills, strong analytical skills, and the ability to influence and negotiate 

Send your comprehensive CV to the Hire Resolve team.

Connect with Lidene Pienaar via LinkedIn today!