Financial Wellbeing Consultant | KZN

Retailisation as a strategic imperative for the employee benefits division aimed at helping the business to deliver the dual objectives of helping retail clients and/or employees in their journey to success and financial wellness whilst generating new retail business for partnering IFAs. This will be across all three retailisation sectors namely the corporate sector ( ), public sector or SOE sectors, helping our IFAs with practical business development opportunities to grow their practices and acquire new retail clients.

In the process this will also allow us to diversify the base of our supporting advisers into previously untapped strategic IFA markets for growth across demographics, age, gender and cultures over time allowing us in turn to reach a broader base of diverse employees also across income levels, gender, age and race.

Qualifications:

BCom with Honours (essential).

Certified Financial Planner (essential)

Experience:

5-8 years’ implementation management experience

5–8 years'' project management experience in corporate business development / corporate client service, or marketing/financial planning within a financial services environment.

Duties & Responsibilities

Manage the delivery of projects and implementations within the agreed parameters

Drive the implementation of the department’s strategic intent

Operate as liaison between Retalisation & EB Distribution department and Product Houses / stakeholders regarding projects and implementation requirements / scope as directed by the Head of department to achieve both tactical and operational implementation and alignment of projects

Align with Head of Department’s strategic lead with the overall transformation plan

Partner with stakeholders to investigate the feasibility of innovative projects, change requests and implementation requirements that support the achievement of business objectives.

Define the project scope in collaboration with relevant stakeholders internally and externally in order to ensure that project deliverables and expectations are clearly articulated and aligned to business objectives.

Determine & articulate the project measures of success which will be used to evaluate project effectiveness.

Accountable for the project implementation process including the implementation plan that highlights deliverable

Develop and maintain productive working relationships with internal and external stakeholders to achieve optimal cross process integration.

Manage resources and third-party relationships (i.e., SLA) to produce results and meet operational objectives and goals.

Drive, manage and track the implementation and delivery of the project plan in line with the scope, cost and time parameters of the project.