Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME's) market.
Consult is a Registered Financial Advice firm (RFA), allowing us to offer our clients product solutions of all of the major life, health, saving, investments, short term and employee benefits providers in South Africa. We have contract with 122 product providers in total.
Consult is one of South Africa's largest and most respected financial planning and advice specialists with a national footprint of 280 financial advisers, including 50 specialist short term advisers, spanning across South Africa. We subscribe to the principles of treating our customers fairly and in doing so, offer our clients industry leading solutions.
Role Purpose The purpose of the Franchise Development Manager role is to position, provide marketing support and implementation of the investments, savings & wealth management solutions and CVPs in Consult and Consult Franchises. The role also aligns the franchises with Consult house-view and enhancing the financial wellness and client centric philosophy.
Requirements Completed a qualification related to financial planning (min 120 credits NQF6) (essential)Certified Financial Planner (preferred)5-8 Years financial services experiences, particularly in asset wealth management5-8 years of experience in investment marketing arenaHold both RE1 and RE5 (essential)Strong knowledge of the investment, wealth management industry in South African and international marketsKnowledge of financial markets and investment and their application to local and internationalLegal knowledge of product wrappers, FAIS, exchange control and financial instruments Duties & Responsibilities Provides Investment and Marketing technical supportAssist with day to day general marketing activities and tasks associated with the smooth running of marketing interventionsSupport the development and delivery of marketing campaignsSupport and assist with internal communications and reportingWork with the communications Specialist to plan engaging contents through social medial and other digitalMeasure the impact of marketing plans by assessing the effectiveness of events and marketing spend relative toAssist with content creation and marketing for presentations, social media, newsletters andGrowth Enabler by delivering client and Franchise Value PropositionFinancial Planning & AdviceProvide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositionsFranchise 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 adviceVesting a new FranchiseSupport the practice management modelFacilitate investment workshops;Assist with portfolio construction;Focus on satisfying the wealth creation, preservation and income needs of clients, as well as the wealth management support service needs of under-licence Channels, where applicable;Relationship BuildingManage and connect all the different components of the wealth management investment frameworkAct as a connection between Consult Head Office and Franchises: Build close relationships with franchisesAssist in contributing to the Consult's growthSupporting Franchise/ Practice development/Support the practice managementSupport recruitment of new franchisesSupport the Practice Management practiceSupport Vesting of new franchises and key account managementSupport and ensuring compliance and license managementBuild close relationships with franchises;Facilitate investment workshops;Assist with portfolio construction;Focus on satisfying the wealth creation, preservation and income needs of clients, as well as the wealth management support service needs of under-licence Channels, where applicableManage Wealth Management Strategy & Proposition and Funds under managementEnsure effective and consistent service delivery and support to external clientsBuild and retain funds under managementMigrate existing assets to focus solutions and influence new business flows into focus solutionsUpdate advisers on fund and market changesConsider the funds positioning and ensure an in-depth knowledge of the funds 's investment philosophy and objectivesEngage with all stakeholders and users in positioning and promoting these fundsProfile the above funds across all media platinum in consultationGovernance and MonitoringAssist with keeping a record of all available marketing collateralBe the custodians of the wealth management philosophy and ensure that investment advice and processes are implementedHave a strong focus to limit potential investment risks to the business and manage the alignment of practices towards the Wealth Management solutions list and the core model portfolio local and offshore offerings.Ensures compliance training and regular audits in conjunction with advice and license specialistEnsures Risk management and Compliance processes are adhered toInvestigate reported willful acts of non-compliance to organisation policy and practice and report on Entrepreneurial and commercial thinkingPresenting and communicating informationRelating and NetworkingPersuading and InfluencingDelivering results and meeting customer expectationsCoping with pressure and setbacks Policy We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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