Managing and overseeing the activities relating to the rendering of any financial service.

Managing and overseeing the activities relating to the rendering of any financial service.

Provide clients with trusted advice and product information regards to bank products. Ensure investments are placed with Finbond. Investment audit team leader for audits done by the South African Reserve Bank. A member of the ALCO (Assets and Liabilities Committee). Responsible for interest rates comparisons towards the other major banks in South Africa.

Deliver a consistent, professional service that enable clients to create and protect their wealth by means of a tailor-made financial portfolio to suite their personal requirements.

Build and grow the Franchise as a profitable business. Manage the profitability and production of the Franchise. Build a high-performance ethic in the Franchise amongst all staff. Effectively manage resources. Manage the sales and support processes effectively. Manage and minimise the business risks. Quality manpower growth. Formal and informal recognition for staff. Effective vesting of Financial Advisors. Manage and ensure Fit and Proper requirements. Ad hoc training and coaching as required. Monitor quality of advice provided. Elimination of undesirable business practises. Supervision of non-accredited Financial Advisors. Management of outstanding / escalated issues.

Coaching, vesting, developing, supervising and performance managing a team of financial advisors for the first 36 months ensuring they are retained, competent and productive as quickly as possible. Responsible for recruiting new financial advisors. Help a team of financial advisers develop their business. Developing there selling, marketing and communication skills.

Provide clients with trusted advice. Assist clients to create and preserve wealth. Ensure that Sanlam become the most Professional Financial Advice Sales Organization in South Africa.