Business Development Officer / Paraplanner

Headhunters; Durban; On-site; ZAR 350,000 - 480,000; Full time

Job summary

Headhunters in Durban is seeking a financial services professional to drive alignment with the regional Partnership Director, advisors, and back offices as they transition to a new business model. The role focuses on identifying client opportunities, executing advisory plans and reviews, and supporting pricing and value propositions.

You will help design dashboards and processes for practice management, plus support business development at client events, drawing on experience in financial

Qualifications

• Grade 12 / Matric.
• Bachelor’s Degree in Commerce, Finance, Investments would be essential.
• 3–5 years’ experience in financial services or a similar role.
• Experience in Financial Planning would be advantageous (CFP status advantageous).
• MS Office Excel, Word, Outlook essential; Qlikview.
• Xplan experience.

Responsibilities

• Manage alignment and expectation with regional Partnership Director and all Advisors and back offices as they adapt to a new business environment and model.
• Identify and develop client opportunities in Advisors’ practice by reviewing Advisors’ client databases.
• Execute client advisory plans and annual reviews on behalf of Head of Business Development and Advisors.
• Assist in developing Advisors’ value proposition and pricing framework.
• Assist with Business Assessment tools (dashboards) and processes when evaluating each Advisors’ practice.
• Facilitate business development activation at client and road show events.

Skills

Financial services experience

Client advisory

Xplan experience

Education

Bachelor’s Degree in Commerce, Finance, Investments

Tools

Qlikview

Xplan

Microsoft Office (Excel, Word, Outlook)

Job description

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.