Business Development Officer / Paraplanner

Our Client, a leader in the Financial Services space; is seeking to employ a Business Development Officer / Paraplanner to join their team based in KwaZulu - Natal


Requirements:

• Grade 12 / Matric
• Tertiary qualification (Bachelor’s Degree in Commerce, Finance, Investments would be essential)
• 3 - 5 year's experience in financial services or in a similar role.
• Experience in Financial Planning would be an advantage (Certified Financial Planner status would be advantageous)
• Computer skills: Microsoft Office (Excel, Word, Outlook essential); Qlikview.
• Xplan experience.

Responsibilities but not limited to:
Operations

• Manage the alignment and expectation management with the regional Partnership Director and all Partners (advisors) and their back offices as they convert into a new business environment and business model.
• Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each Advisors client database.
• Execute client advisory plans and annual reviews on behalf of the Head of Business Development and with the Advisors.
• Assist in developing an Advisors’ value proposition and pricing framework.
• Assist with Business Assessment tools (dashboards) and processes when evaluating each Advisors practice.
• Business development activation and assistance at client and road show events.

Usage statistics and Management Information

• Monitor system usage statistics to assist back offices to work towards desired operating model and efficiencies.
• Compare practices against one another to harness efficiencies and best practices.
• Track usage of endorsed advice process adoption.
• Assisting Advisors to reach their Advisory model targets and objectives.
• Identify and drive better results within the endorsed advice process where necessary.

Personal and Company Development

• Set goals for the year and ensure that personal training and development takes place.
• Ensure alignment to company development.
• Reassess the self-management principle continuously and self -measure.
• Move from operational chasing to more strategic value add responsibilities.
• Establish the systems and realignment of resources to enable a sustainable practice management and operations process.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.