Business Development Manager (Financial Services)

Fouche & Co Recruitment; South Africa; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services firm is looking for a Business Development Manager on a 12-month fixed-term contract to support a national advisory team. The role is crucial for enhancing operational efficiency, client analysis, and driving the adoption of advisory tools. Ideal candidates will possess analytical skills, a degree in finance, and experience in financial services, contributing directly to advisors and improving practices.

Benefits

Performance Incentives

Qualifications

• 1–3 years in financial services preferred.
• CFP designation advantageous.
• Proficiency in systems configuration and client data analysis.

Responsibilities

• Deliver endorsed financial plans and client reviews with advisors.
• Provide virtual client support and training.
• Analyse client databases and assist in opportunity identification.
• Collaborate with regional business developers on client strategies.

Skills

Analytical

Data driven

Technically proficient

IT savvy

Confident communicator

Influencer

Self-motivated

Proactive

Resilient

Outcome focused

Education

Bachelor’s degree in commerce, Finance, or Financial Planning

Tools

Client data analysis tools

Advisory tools and systems

Job description

Sandhurst (Gauteng) - Support a national financial advisory team through centralized business development initiatives. Combine analytical and advisory support in a high-impact role as a business development manager in the financial services sector. This is a 12 Month Fixed Term Contract
Our client is a well-established financial services firm providing integrated support to a national network of financial advisors. The team values structured processes, training, and data-driven practice improvement.

This role focuses on supporting financial advisors and business development managers with endorsed planning processes, client analysis, and operational efficiencies. You'll be instrumental in identifying opportunities and driving tool adoption across practices.

Key Responsibilities:

• Deliver endorsed financial plans and client reviews with advisors.
• Provide virtual client support and training.
• Analyse client databases and assist in opportunity identification.
• Support usage tracking of advisory tools and systems.
• Collaborate with regional business developers on client strategies.
• Assist in improving practice performance and efficiencies.
• Monitor KPIs, track goals, and support development initiatives.
• Communicate with internal and external stakeholders as required.

Key Attributes:

• Analytical and data driven.
• Technically proficient and IT savvy.
• Confident communicator and influencer.
• Self-motivated with a proactive mindset.
• Resilient and outcome focused.

Requirements:

• Bachelor’s degree in commerce, Finance, or Financial Planning.
• 1–3 years in financial services preferred.
• CFP designation advantageous.
• Proficiency in systems configuration and client data analysis.

Remuneration:
R20 000 - R25 000 Cost to Company + Performance Incentives

Only shortlisted candidates will be contacted

Desired Skills:

• Analytical and data-driven.
• Technically proficient and IT savvy.
• Confident communicator and influencer.
• Bachelors Degree

Employer & Job Benefits:

• Incentives