Business Development Manager | IFA Distribution | Kwazulu Natal

Allan Gray; Durban; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Allan Gray in KwaZulu-Natal is seeking a Business Development Manager to maintain and grow a panel of Financial Advisers across the region. You will report to the Regional Manager, drive sales targets through marketing, service delivery and deep product knowledge.

The role emphasizes relationship management, strategic planning, and the ability to present Allan Gray’s investment philosophy to IFAs and clients while coordinating events and ensuring service excellence.

Qualifications

• Experience in financial services, client service or distribution.
• Strong interpersonal and leadership skills.
• Self-motivated, resilient, and action-oriented.
• High integrity and confidentiality.
• Ability to manage stress and shifting priorities.

Responsibilities

• Manage and develop relationships with IFAs and their support staff that will lead to mutually beneficial outcomes.
• Maintain and grow business flows from designated IFA panels for both Allan Gray Manco and Platform.
• Deliver against determined sales targets.
• Ensure IFAs understand Allan Gray’s investment philosophy, platform value proposition and long-term goals of Allan Gray.
• Promote Allan Gray, its products, funds and services.
• Ensure IFAs and staff are trained on Allan Gray systems and processes.
• Coordinate and oversee IFA presentations and events.
• Maintain a portfolio of evidence for annual assessment.

Skills

Financial services experience

Client service

Distribution

Relationship building

Leadership

Self-motivated

Strong communication

Education

Relevant business degree

CFP qualification advantageous

Job description

Job Description

As Business Development Manager you will report to the Regional Manager and will be responsible for maintaining and growing a panel of Financial Advisers in the KwaZulu-Natal region.

Through marketing, service delivery and product knowledge, the Business Development Manager is expected to achieve certain sales targets as determined by the Regional Manager.

Responsibilities

Sales, Marketing and Relationship Building

• Manage and develop relationships with IFAs and their support staff that will lead to mutually beneficial outcomes
• Maintain and grow business flows from designated IFA panels for both the Allan Gray Manco and Platform
• Deliver against determined sales targets
• Ensure IFAs have a deep understanding of the Allan Gray investment philosophy, platform value proposition and long‑term goals of Allan Gray
• Promote Allan Gray, its products, funds and services
• Ensure IFAs and support staff are trained on Allan Gray systems and processes
• Manage distribution of marketing collateral
• Conduct presentations to IFAs and clients when required
• Coordinate and oversee IFA presentations and events
• Ensure the highest standard of service excellence
• Identify industry trends and conduct competitor analysis

Operations and Administration

• Maintain records of IFA practice information including structure and plans
• Develop and execute annual strategic and business plans
• Manage IFA / client queries on an ongoing basis
• Track new business, assets under management, and outstanding requirements
• Report progress against targets to the Regional Manager
• Escalate incidents that may compromise Allan Gray values
• Arrange Regional Manager visits to IFAs
• Ensure cost‑effective panel operations
• Liaise with Allan Gray head office divisions
• Maintain a portfolio of evidence for annual assessment

Competencies

• Experience in financial services, client service or distribution
• Strong interpersonal and leadership skills
• Self‑motivated, resilient, and action‑oriented
• High integrity and confidentiality
• Ability to manage stress and shifting priorities

Minimum Qualifications

• Relevant business degree
• Certified Financial Planner (CFP) qualification advantageous

Location

KwaZulu-Natal

Closing Date

25 September 2026