Job Details

ID #53599343
Estado South Carolina
Ciudad Westerncape
Tipo de trabajo Full-time
Fuente Standard Bank Group
Showed 2025-03-08
Fecha 2025-03-08
Fecha tope 2025-05-07
Categoría Etcétera
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Regional Manager, Financial Planning

South Carolina, Westerncape
Aplica ya

We are seeking a dedicated and experienced Regional Manager: Financial Planning to drive excellence in financial advisory services. This role is crucial in ensuring financial planners are equipped to provide Money Management & Advisory-approved solutions effectively, following the six-step financial planning process while adhering to regulatory requirements and SBG policies.Key responsibilities include:Providing guidance and support to financial planners to enhance service delivery.Ensuring compliance with all regulatory and policy requirements.Overseeing the completion of mandatory training interventions, including FAIS, KYC, product knowledge, risk, and compliance.This role demands a strong commitment to regulatory compliance, professional development, and best practices in financial planning.

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