Old Mutual Financial Advisor Vacancies – Practice Transformation Consultant

Website Old Mutual

Job Description:

This role develops and implements a best practice framework for Practice Management, Pareto and Transition in OMPFA. This role works closely with BM’s, Financial Advisers/GP Principals to evaluate, coach, develop and support them to embrace, adopt and embed the best practices surrounding PM and Pareto.

Job Responsibilities:

  • Contribute and collaborate to maintain and update changes to the principles, processes and supporting modules that underpin the PM methodology.
  • Once established, coach and support the principal and associates of the GP to work towards achieving green practice status/ideal GP benchmark
  • Practical implementation of Pareto principles in adviser practices
  • Contribute and collaborate to continually enhance and improve the PM methodology to remain best practice and applicable to the business needs.
  • Ensure that all requirements have been met by delegate and certifications awarded
  • Continuous enhancement and creating of Pareto content to make it practical and also to remain relevant
  • Maintain knowledge and awareness of wider industry trends and best practices in the field of PM, and seek to integrate these into the PFA approach where applicable
  • Rigorous analysis on practices in order to shift practices

Job Requirements:

  • Experience and knowledge of products distributed.
  • High level of energy, drive and resilience
  • Understand financial principles and controls and business processes.
  • Ability to work on own, disciplined and meticulous delivery
  • Excellent networking and consultation skills.

Qualification & Experience:

  • Certification of BM’s a knowledge and application of knowledge parts
  • Level 1 and Level 2 Pareto certification of BM’s
  • Promote and support the formation of general practices (GP) amongst FA’s by highlighting the reasons and benefits (i.e.: Holistic advice, succession, stronger CVP etc)
  • Embedding of PM best practices via BM support
  • Grade 12/ Matric
  • A relevant degree/tertiary qualification will be an advantage.
  • A clear understanding of sales and distribution within financial/life assurance industry will be an added advantage.
  • Pareto 2 Certified / Practice Management / Coaching certificate / diploma will be an advantage
  • MIS/Data Reporting experience is an essential requirement.

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Johannesburg, Gauteng, SA

Application Deadline: N/A

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