Advice Manager - Pinelands at Old Mutual South Africa

Job Description

In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.

This role provides strategic, tactical, and operational management for the MFC Advice function. The incumbent is individually accountable for achieving results through own efforts, over period 3months to 1 year.

• Drives and promotes a single Advice philosophy (advice along a continuum) and set of principles appropriate for the mass market for execution-only sales; focused advice (single need sales); and comprehensive advice.
• Develops a multi-channel advice framework that promotes a unified and consistent approach to maintain the advice houseview within MFC.
• Takes ownership of the advice enablers, including oversight of tools and processes, and provides thought leadership on the overlay of accreditation within channels.
• Ensures that the appropriate strategies are in place to measure and track whether the advice model has been appropriately executed.
• Responsible for market conduct for Advice in MFC.
• Accountable for advice and non-advice metrics (incl. NES and NPS).
• Accountable for management actions emerging from advice compliance checks and advice complaints.
• Participates in change initiatives that affect the business in relation to Advice.
• Responsible for best practice.
• Collaborates with stakeholders within channels and across OML.

Requirements

• More than 5 years experience in a similar role
• Degree + Certified Financial Planning (CFP) or PGDIP in Financial Planning
• MBA is advantageous