Key Responsibilities:

Growth Enablement:

Relationship Management:

Foster strong connections between the Head Office and franchises.
Build and maintain relationships with franchisees and financial advisers.
Support growth targets.
Oversee and monitor financial advisers' activities.
Collaborate with stakeholders to understand and prioritize business needs.
Contribute to a positive organizational culture by facilitating feedback and delivering excellent client service.
Engage with product providers to establish sustainable partnerships.

Governance and Licence Management:

Conduct compliance training and audits in partnership with advice and licence specialists.
Ensure adherence to risk management and compliance processes.
Investigate and report on instances of non-compliance.
Identify and address compliance or advice-related risks, providing feedback on findings.

Competencies:

Qualifications:

Relevant business qualification (e.g., business management, risk management, marketing) or industry-related qualification (NQF Level 6).
RE1 and RE5 certifications are essential.
CFP designation preferred.
Qualified Key Individual (KI).

Experience:

5 years in the insurance industry, with experience in business development, client service, or management.
Proven experience working with financial advisers in a franchise setting.
Strong understanding of financial planning and practice management.

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