Carrick Wealth’s new Botswana office has a vacancy available for a Managing Director.
Requirements
Requirements:
Candidates should have more than 10 years working experience in the Financial Services Industry, of which at least 5 years must be in Management or Directorship roles. A Financial University qualification is required, and particularly CISI and CII qualifications would be preferred. Extensive experience in Financial and Retirement planning will be advantageous.
Duties:
The successful candidate will be a confident, knowledgeable, professional individual who possesses a high level of
communication and who is able to thrive in a dynamic, fast-paced environment to manage a team of Financial Associates
and Associate Assistants. The ability to coach, mentor and manage the team responsible for providing customized financial planning for high net worth clients. Critical to maintain detailed knowledge of retirement alternatives in various domiciles. Management of progress, setting up of client meetings and achieving set targets for the team. Liaising with Product Providers for regular training sessions. Overall management and responsibility for the profitable, efficient running of the Sales Office. Extensive knowledge on UK pension schemes and legislation is a requirement. Producing financial and business reports.
communication and who is able to thrive in a dynamic, fast-paced environment to manage a team of Financial Associates
and Associate Assistants. The ability to coach, mentor and manage the team responsible for providing customized financial planning for high net worth clients. Critical to maintain detailed knowledge of retirement alternatives in various domiciles. Management of progress, setting up of client meetings and achieving set targets for the team. Liaising with Product Providers for regular training sessions. Overall management and responsibility for the profitable, efficient running of the Sales Office. Extensive knowledge on UK pension schemes and legislation is a requirement. Producing financial and business reports.
Salary: Commission only Vacancy No.: BMD0816
Closing date and application instructions
Kindly forward your CV and portfolio via email to: recruitment@carrickfs.com and quote the Vacancy no. in your subject line.
Please note that late applications will not be accepted.
Applicants without the required skill and expertise will not be considered.
Closing date for applications: (11 September 2016)
MANAGING DIRECTOR - CARRICK WEALTH
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