This job ad outlines a position focused on delivering high-quality compliance and risk management services at a regional level, ensuring adherence to regulatory frameworks like FSCA, FICA, POPI, Long- and Short-term Insurer outsourcing, the Companies Act, and NCR. The role involves providing tailored business solutions and training for both individuals and groups. The position involves increasing the success and profitability of member practices by delivering webinars, seminars, and implementing solutions based on key business strategies and assessments. Additionally, the role focuses on growing and retaining the customer base.
JOLEEN JOHN
Managing Director
Joleen is a seasoned professional with over 22 years of working experience across a range of industries. She started her career in Corporate Finance within the IT and engineering sector and moved into the financial services sector in 2005. As the Head of Marketing Finance at Discovery Holdings she was responsible for the finance function of the distribution channels and marketing.
Joleen’s move to Old Mutual in 2011 gained her experience in strategy as part of the Personal Finance: Broker Distribution and Franchise executives. This included the management of the Old Mutual Black Distributors Fund. Key to managing this function was a comprehensive understanding of the regulatory impacts on financial advisors and the operational aspects that affect FSPs and tied advisors.
Beyond general management, Joleen specialises in strategy development, business advisory, distribution management and economics and is well-versed in organisational development areas like diversity, team formation and performance management. Joleen has a BCom Accounting undergraduate degree from Witwatersrand University and an MBA from the UCT Graduate School of Business.