Product Manager (Financial Advisory)

Job ID

138715

Closing Date: 04 April 2025

FAIS Affected

Job Purpose

To oversee and provide support with regards to the products and platforms that are covered in the Product Houseview.

Job Responsibilities

• Conduct initial and ongoing product and platform due diligence.
• Reporting on product and platform penetration, sales, performance, trends and forecasts.
• Product training and support to the business, including induction, provider training and ongoing awareness.
• Ongoing competitor analysis and market insights to ensure that there are no gaps in our approved product offering, and that our houseview is comprehensive compared to market.
• Maintain approved funds and solutions on approved platforms
• Maintain the product specific training platform and ensure that content gets reviewed, updated and approved on a regular basis.
• Provide frontline support with product comparison, appropriateness of products, deal-making and structuring.
• Build and maintain relationships with frontline, product providers and platforms.

Essential Qualifications

• Relevant Tertiary Qualification
• Post graduate diploma in Financial Planning

Minimum Experience Level

3 - 5 years relevant experience supporting advisors and financial planners with product support, including but are not limited to Unit Trusts, Long-Term insurance products and other Investments

Technical / Professional Knowledge

Behavioural Competencies