Paraplanner / Business Developer

Fouche & Co Recruitment; Umhlanga Rocks; On-site; ZAR 279,000 - 335,000; Full time

Job summary

Fouche & Co Recruitment partners with a prominent financial services organisation to recruit a Business Development Manager who will provide dedicated business development and paraplanning support to a panel of financial advisors and the regional portfolio manager.

The role aims to drive growth in assets under management while ensuring adherence to advisory standards and collaborating with advisors across KwaZulu-Natal.

Qualifications

• Bachelor's degree in Commerce, Finance, or Investments is required.
• 3–5 years of relevant experience in financial services or similar role.
• CFP status with certification is advantageous.
• Advanced Excel and familiarity with XPlan and QlikView.
• Valid driver's license and willingness to travel across KwaZulu-Natal.

Responsibilities

• Provide dedicated business development and paraplanning support to a panel of financial advisors.
• Drive growth in assets under management and ensure adherence to advisory standards.
• Identify and develop client opportunities by analysing advisor client databases.
• Execute client advisory plans and annual reviews with leadership and advisors.
• Assist advisors in developing value propositions, pricing frameworks, and dashboards.
• Support business development activation at client events and roadshows.
• Monitor system usage and adoption of endorsed advice processes to improve efficiency.
• Help advisors reach advisory model targets and objectives.

Skills

Communication skills

Interpersonal skills

Emotional resilience

Self-motivation

Proactive approach

Education

Bachelor's Degree in Commerce, Finance, or Investments

Tools

Excel

XPlan

QlikView

Job description

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

The Business Development Manager 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**