Job Description

Driving end-to-end recruitment, selection, onboarding, and contracting of Financial Advisers within LAP (Liberty Advisory Partners) and driving strategic talent acquisition by leveraging industry expertise and a strong understanding of market trends and in-demand skills.

Job Functions

• Identify and attract New-to-Industry and experienced Financial Advisers.
• Conduct the required background checks and verify regulatory history (DOFA, MIE, etc.) in alignment with compliance requirements.
• Collaborate with Branch Managers and Franchise Principals to ensure workforce strategies align with business objectives.
• Setting up and conducting Initial Selection Interviews.
• Refer adverse background checks (e.g., Debt findings) for sign-off.
• Support retention initiatives by maintaining positive engagement with advisers.
• Facilitate LawTrust registration for new Financial Advisors.
• Conduct Competency Based interviews with Branch Managers/Franchise Principals, etc.
• Adopt implemented technologies and/or systems in work done, provide feedback and recommendations for improvement on issues identified, to support an integrated hiring experience in a transforming environment.
• Achieve quarterly and annual recruitment targets.
• Register successful candidates for Socialization and Orientation programs.
• Build and maintain a long-term pipeline of Financial Advisers.
• Manage the full contracting process for successful Financial Advisers.
• Adhere to relevant Talent Acquisition data policies so that quality data is consistently and appropriately stored, used, and managed in alignment with the POPI Act.
• Act as a liaison between advisers and the branch leadership team where required.
• Review and approve completed contracting documentation to ensure accuracy and compliance.
• Support and participate in Career Opportunity Presentations alongside the Branch Manager or Franchise Principal.
• Maintain confidentiality throughout recruitment discussions.
• Create and maintain data regarding the acquisition of Financial Advisers, best practices, industry benchmarks, etc. so that insights may be drawn to add value to Insurance & Asset Management and SBG's hiring agenda.
• Complete all required staff compliance training within stipulated timeframes.
• Adhere to the risk and governance framework to ensure that risks are appropriately mitigated.
• Identify and utilize the most appropriate channel to source Financial Advisers, keeping in mind the talent acquisition agenda of the organization. Aim to leverage efficiencies across sourcing channels.
• Implement predetermined sourcing strategies to build pipelines of potential applicants.
• Keep abreast with trends in Financial Planning and Regulatory updates impacting advisors and the acquisition of advisers.
• Manage relationships with stakeholders (Managers/Regional Heads, Franchise Principles, and candidates), in order to maintain healthy business relationships, networks, and connections.
• Promote the IAM’s value proposition to new and experienced advisers.
• Represent IAM and SBG at conferences and Industry events.
• Promote IAM and SBG's brand and recruitment values by assuming a brand ambassador role at recruitment initiatives and events.
• Promote Liberty (IAM) as an employer of choice within the financial services market.
• Act as a subject matter expert (SME) to educate and inform internal stakeholders on market trends, internal processes, talent data, and more.
• Provide reported feedback on the success of initiatives/deliverables and recommend improvements to enable successful hiring solutioning/execution.
• Retain an understanding of the Talent Acquisition value chain so that advice and guidance may be provided to internal stakeholders where required.