Old Mutual Jobs Pinelands – Practice Transformation Consultant

Website Old Mutual

Job Description:

This role develops and implements a best practice framework for Practice Management and Transition in DFA and AFD.

Job Responsibilities:

  • To assist Senior Advisers and management with establishing General Practices.
  • To assist with the up-skilling of Business and Regional managers on Practice Management via the Business Manager Transformation Plan.
  • Drive CoDA (Circle of Distinguished Advisers) as a business initiative amongst top advisers.
  • Implement relationship transition guidelines together with Regional and Business Managers when transitioning the client relationships of retiring advisers to successors.
  • To up-skill identified experienced advisers in the principles of Practice Management via workshops.
  • Drive the transition through regular meetings with the retiring adviser, successor and area management.
  • To assist retiring Advisers with Relationship Transitions.
  • To ensure quality personalized delivery of Practice Management principles to Top Advisers within DFA and AFD as well one to many delivery to remaining advisers .
  • Facilitate and implement problem/risk resolution as it pertains to practice management.
  • Facilitate discussion forums for top producers.
  • Drive General Practice as a business initiative amongst top advisers.
  • Collaborate with relevant stakeholders in order to offer best services/solutions.

Job Requirements:

  • Profound technical knowledge of the Financial Services industry.
  • Technical knowledge in Old Mutual Personal Finance will be advantageous.
  • Relevant Diploma or degree will be advantageous
  • Code 8 driver’s license required with own vehicle.
  • Experience and skilled in software tools used for Financial Planning and Financial Advisers. E.g. Microsoft Office, Excel, Power Point, XPlan and Internet tools etc.
  • Previous Regional or Business Manager experience managing and/or influencing top advisor practices top EFA Advisors (minimum 5 years) required will be advantageous.
  • Matric
  • Coaching Qualification will be advantageous.

Job Details:

Company: Old Mutual

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Pinelands, Western Cape, SA

Application Deadline: N/A

Apply Here


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