General Manager

Role Purpose

The purpose of the General Manager role is to participate and contribute to a Financial planning and advice culture which builds rewarding relationships, facilitates feedback and provides a platform to build a sustainable business.

Requirements

Qualifications:

• Degree in Business Management, Marketing degree or Industry Related NQF 6 Qualification
• Certified Financial Planner (preferred)

Experience

• 5-8 years experience in corporate business development/corporate client service, or marketing within a financial services environment
• Experience in franchise sales (preferred)

Duties and Responsibilities

Key Outputs

Ensure we become a financial planning advice and business.

Growth: Footprint owner recruitment in alignment with our strategy and culture.

Client and franchise value proposition catalysts.

Management/Leadership of the Region

• Act as a connection between Momentum Consult Head Office and Franchises: Build close relationships with franchises.
• Assist in Contributing to the Momentum Consults growth target.

Growth Enabler by delivering client and Franchise Value Proposition

• Financial Planning & Advice.
• Provide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositions.
• Franchise itself Practice Management: Implement tactics to develop and maximize the franchise practice management through sound financial planning and advice.
• Ensure efficient and effective practices through financial planning and advice strategy.
• Vesting a new Franchises.

Governance and Monitoring

• Ensures compliance training and regular audits in conjunction with advice and license specialist.
• Ensures Risk management and Compliance processes are adhered to.
• Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings.

Principle based environment, able to work in a culture that stands for the following principles:

• We find solutions, not excuses.
• We dont compromise what we stand for.
• We live by principles not rules.
• We value financial planning.
• We value our brand.
• We are qualified to provide financial planning solutions.
• We understand our clients needs and will not compromise on our advice solutions.
• Our Advisers commit to our financial planning framework and house views.
• We believe in our people.
• We talk to one another not about one another.
• We do things in an orderly fashion.