Operations Manager
Pretoria, Gauteng, ZA
2d ago
source : Latest Jobs

Sanlam Retail Affluent is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.

We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.

Our vision : We aspire to be the best at building enduring relationships by connecting clients and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions.

ULTIMATELY WE GROW AND PROTECT WEALTH. As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients.

SFP is a wholly-owned subsidiary of the Sanlam Group. What will you do? This is a management role within Succession that takes accountability for the operational administrative processes, compliance and contracting processes within this business.

  • What will make you successful in this role? It includes the following main areas;
  • Ensure that the required support functions are adequately resourced and functional (i.e. : Compliance, Leads, Practice Management, Commission payments / finance, Administration, Facility Management)
  • Take joint responsibility for business performance (sales and revenue generation) together with Managing Director and other directors.
  • Create an environment conducive to the successful and effective implementation of the sales and operations strategy and business objectives
  • Manage the implementation of relevant operations strategy (nationally) coupled with business objectives with the view on growing the business and increasing profitability. This will be done through :
  • Building resources, capacity and infrastructure to enable regions to meet future market demands and exploit new opportunities, in order to effectively grow in designated markets.
  • Building processes, resources and infrastructure to enable operational environment to function effectively and efficiently within business strategy and objectives.
  • Proactive and appropriate response to continuous changing market conditions.
  • Manage Operations on sound business and ethical principles.
  • Undertake people management and development of direct reports What will make you successful in this role? Qualification & experience
  • Experience :
  • Extensive Financial Services experience in an Administrative / sales support environment
  • Operational Management / leadership of a team / unit
  • Associated Qualification :
  • Grade 12
  • Management Diploma
  • Commercial / Financial or business related diploma / degree
  • CFP / RFP3 or equivalent (i.e. : 120 credits) advantageous Knowledge and skills
  • MS : Office (Excel, Word, PP)
  • Lotus notes / MS : OUTLOOK
  • Spotlight-s.NET
  • Leads Management System (LMS)
  • Financial Services Industry Knowledge
  • Financial Services Product Knowledge (Sanlam and competitors)
  • Legal technical Knowledge
  • Financial / Assurance products-(broad and background)
  • Leadership and Management skills to manage staff
  • Relevant regulatory legislation and compliance knowledge (FAIS accredited)
  • Sales and business targets
  • Budget and expense management (financial management)
  • Business / strategic planning processes
  • Contract and service level agreements
  • IR and EE legislation regarding employment practices
  • Leads and client database sourcing
  • People Management Personal qualities
  • Cultivates innovation
  • Client centricity
  • Results driven
  • Collaboration
  • Flexibility and adaptability
  • Business insight
  • Builds effective teams
  • Plans and aligns
  • Builds networks
  • Job fits questions
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