Practice Manager

Recruiter:

ClarkHouse

Job Ref:

JHB001207/JB

Date posted:

Friday, March 12, 2021

Location:

Johannesburg, South Africa

SUMMARY:
My client, a Financial Services provider is looking for an experienced Practice Manager to join its dynamic and progressive Financial Planning Practice.

POSITION INFO:

The main purpose of the role will be to manage and oversee Commissions, Compliance, Office Management, Client management and Administration as well as Service Provider relationships. This role is crucial to the business with compliance and regulatory comprising 50% of the role.

Key requirements:

5+ years within a Financial Planning environment

5+ years performing a management function

Relevant Insurance/ Life Insurance experience

Relevant experience in engaging with Service Providers

Knowledge and understanding of Compliance and Regulatory

Very strong Compliance knowledge and implementation

Qualifications:

Financial Planning Certificate or higher

Relevant tertiary Qualification in Business Management/ Accounting

If you feel this to be aligned to your skillset and are eager to join a dynamic, growing Financial Planning Practice, let’s get in touch.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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