End Date: May 14, 2026
Job Description
Target Achievement
To grow the Advice and Investments customer base by ensuring that targets are met across all three specialist areas i.e. Fiduciary, Investments and Risk
To manage the regional support consultants in meeting their production targets by monitoring and coaching their performance
People Management
To actively contribute to the performance, development and channel engagement of the support team
To oversee the activities of the support team to ensure effective delivery of daily activities and operational efficiencies
Practice Management
Practice View
Business Plans
Campaign management
Business & Sales Support
To understand and translate the different business unit strategies to the regional support team and agree on tactics to execute the strategies
To provide support on new projects, tools, campaigns and products to be launched
To continuously identify areas for improved efficiency and reduced cost
To provide in depth reporting on campaigns and pipeline business from the different product houses and present the necessary information where required
To pick up business and product trends and put strategies in place to ensure desired outcomes
Collaboration
To manage working relationships with Provincial Leadership and Product Partners
To contribute towards strategy at a provincial level as part of the provincial Manco
To engage in strategic planning with the Provincial General Manager
Qualifications
Bachelors Degree and Professional Qualifications in Business, Commerce and Management Studies
Experience
2 - 3 years' experience in a similar environment at management level
Strong leadership and people management skills required
Sales or commercial experience in Distribution