Paraplanner / Business Developer

A prominent and growing financial services organization dedicated to supporting financial advisors, operational excellence, and asset growth.

The Paraplanner / Business Developer provides dedicated business development and paraplanning support to a panel of financial advisors and the regional portfolio manager, driving growth in assets under management and ensuring adherence to advisory standards.

Key responsibilities

• Manage alignment and expectation management with regional partners and their back offices as they transition into a new business environment and operating model.
• Identify and develop client opportunities by analysing individual advisor client databases.
• Execute client advisory plans and annual reviews on behalf of leadership and in collaboration with advisors.
• Assist advisors in developing their value propositions, pricing frameworks, and business assessment dashboards.
• Support business development activation at client events and roadshows.
• Monitor system usage statistics and track adoption of endorsed advice processes to improve operational efficiencies.
• Drive better results and help advisors reach their advisory model targets and strategic objectives.

Requirements

• Relevant tertiary qualification, with a Bachelor's Degree in Commerce, Finance, or Investments essential.
• 3 to 5 years of relevant experience in the financial services sector or a similar role.
• Experience or certification in Financial Planning (Certified Financial Planner status advantageous).
• Advanced Microsoft Office proficiency, particularly in Excel, alongside familiarity with systems like XPlan and QlikView.
• Valid driver's licence and the ability to travel across the KwaZulu-Natal region as required.

Attributes

• Excellent written and verbal communication skills with a strong client service orientation.
• Strong interpersonal skills with the ability to effectively influence and persuade others.
• High emotional resilience, self-motivation, and a proactive, action-oriented approach.
• Ability to function effectively at both a strategic level and handle operational responsibilities.

Remuneration
Market-related CTC package ranging from R25,000 to R30,000 per month, commensurate with experience, plus up to three possible performance-based incentives per annum.


**Please note that only shortlisted candidates will be contacted**