Franchise Principal

SUMMARY:
Franchise Principal- South Africa (All Provinces)

POSITION INFO:
About the Opportunity:

This is not a job—you will own your franchise. The Accredited Franchise Partnership Programme enables ambitious leaders to build their own financial advisory business with 100+ advisers. We provide the capital, technology, compliance, and support you need to scale—you provide the leadership, implementation and vision.

Technology-Enabled Growth & Profitability
Build a franchise backed by intuitive technology that aligns your market proposition with recruitment strategy while managing execution risk through integrated planning, lead management, and practice systems. Drive profitability through quality lead management that ensures superior persistency and low NTU, with digital training programs that make advisers productive by week 3 and access to a ready pipeline of trained talent through the Accredited Adviser Program. We partner with you throughout the journey to translate your roadmap into reality, scaling sustainably to establish branches nationally and build the profitable legacy you envision.

Ideal Candidate Profile:
We're seeking "CEO material"—proven leaders who have excelled in corporate financial services and are ready to own and build their own franchise with world-class infrastructure support.

Minimum Requirements:

Qualifications & Compliance

• Bachelor's degree in Finance, Business, Economics, or related field
• RE5 & RE1 qualifications (mandatory)
• CFP designation highly advantageous
• FAIS-compliant and in good standing with regulatory bodies

Leadership Experience

• Minimum 10+ years in financial services; 5+ years in senior sales leadership
• Proven track record leading 75+ active, productive financial advisers
• Previous roles: Provincial Head of Sales, Channel Head, Regional Sales Lead, or similar
• Demonstrated success building scalable leadership structures (team leaders → sales managers → regional managers)
• Teams have consistently won awards and exceeded targets

Market Development & Business Acumen

• Proven ability to open new markets and distribution channels
• Success establishing worksite access programs (government & private sector)
• Experience creating sustainable lead generation systems
• Understanding of financial advice practice economics and what drives profitability at scale
• Strategic mindset with ability to develop comprehensive business cases and financial models

Technical Skills

• Strong knowledge of financial products
• Deep understanding of holistic advice process and client-centric planning
• Experience with fintech platforms, CRM systems, and performance dashboards
• Forward-thinking approach to leveraging technology

Personal Attributes

• Entrepreneurial mindset ready for business ownership and accountability
• "Kingmaker" mentality—focused on developing others into leaders
• High integrity, results-driven, strategic vision balanced with operational execution
• Desire to build personal legacy rather than build for someone else

• Set strategic direction and vision as franchise owner
• Scale operations from launch to 100+ advisers across multiple branches
• Build partnerships for worksite access and market penetration
• Make all strategic decisions on positioning, expansion, and operations

• Recruit and build 75-100+ high-performing adviser team
• Develop team leaders into sales managers and regional managers
• Create high-performance culture focused on excellence and results
• Implement coaching, performance management, and accountability systems

• Set and monitor targets for client acquisition, revenue, and satisfaction
• Drive continuous improvement in productivity, persistency rates, and quality
• Leverage technology platform for worksite tracking, lead management, and analytics
• Ensure team meets/exceeds business case projections

• Manage franchise profitability, cash flow, and financial health
• Ensure full compliance with FAIS Act, regulations, and ethical standards
• Oversee day-to-day operations and implement scalable systems
• Build strong relationships with Lifecheq, Sanlam, and product providers

• Embed holistic advice model across all interactions
• Champion technology and innovation to improve service delivery
• Contribute to business development initiatives and partnerships