An independent financial services brokerage is seeking an experienced, commercially minded General Manager to lead its operations and drive growth across risk, wealth management and investments.

This is a hands-on opportunity for someone with proven experience managing a brokerage, building productive adviser teams and expanding a business. The role combines people leadership, operational management and business development. Fo enquiries please contact Tinus on email [email protected].

• Recruit, appoint and onboard financial advisers across risk and wealth/investments.
• Lead, support and manage advisers, setting clear performance expectations and driving productivity, retention and quality client service.
• Develop and execute a growth strategy encompassing adviser recruitment, new business and the expansion of the brokerage’s client base.
• Identify and pursue opportunities to acquire or take over other brokerages and adviser books, including converting and integrating them into the business.
• Expand the brokerage’s panel of principals and product providers, securing new appointments and strengthening existing relationships.
• Oversee day-to-day operations, improving processes, adviser support and service delivery.
• Manage budgets and monitor revenue, costs and profitability against agreed business objectives.
• Work closely with compliance and administration teams to maintain appropriate governance and business standards.
• Support the retention of clients and advisers during acquisitions, conversions and other business changes.

• Relevant qualifications and professional credentials appropriate to the role.
• Proven experience managing an independent financial services brokerage or a comparable advisory business.
• A track record of recruiting, developing and managing successful financial advisers.
• Strong understanding of both risk products and wealth management/investment solutions.
• Demonstrated success in growing a brokerage through adviser recruitment, business development and/or acquisitions and conversions.
• Experience building relationships with principals, insurers, investment platforms and other product providers.

We are looking for a proactive leader who takes ownership, builds strong relationships and turns plans into results. You should be comfortable moving between strategic decisions and practical execution, with the flexibility to contribute beyond a narrowly defined job description. This opportunity will suit someone who enjoys an entrepreneurial environment and wants to play a meaningful role in shaping and growing an independent brokerage.