Job Description: This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ, ensuring they are retained, competent and productive as quickly as possible. Job Responsibilities: Upskilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation etc. Recruitment of Financial Advisers Focused Development of FA's in the different market segments i.e. Estate Planning, Investments etc. Activity, productivity and performance management of newly appointed advisers Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity Job Requirements: Wealth Management/ Financial Planning qualification Matric FAIS i.e. RE5 and 120 industry credits Management/Coaching Diploma would be advantageous 3-5 years experience as a Financial Adviser/ Planner in the middle to affluent market segment (proven track record) CFP would be an advantage Marketing and Sales experience in the financial services industry
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