Location: PRETORIA OR CAPE TOWN

Duties:

• Advisor Recruitment and Integration
• Value Creation Plans (VCPs)
• Technology Utilization
• Client Relationship Management
• Recognition and Incentive Programs
• Stakeholder Engagement

Requirements:

• Bachelors degree in Finance, Business Administration, or a related field.
• Postgraduate degree in management (advantageous).
• Postgraduate diploma in planning or Certified Financial Planner (CFP) (advantageous).
• Regulatory Exam 1 (RE 1) and Regulatory Exam 5 (RE 5) certifications (advantageous).
• Minimum of 15-20 years of relevant experience in financial services, with a strong focus on business development, advisor management, and sales leadership.
• Proven track record in developing VCPs for top-performing advisors and driving significant revenue growth.
• Experience in strategic recruitment, talent management, and successfully
• managing relationships with product providers

Benefits:
Very competitive CTC with benefits like PTO, Medical, Provident, etc.

Should you be interested in applying, please send your CV to: today!

Use the subject Line: SBDE – Cape Town

Or you can connect with Gustav Vogel and Lidene Pienaar on LinkedIn!

Should you not hear from us within 3 days, please note that we will keep your CV on file instead for better suited opportunities.