Business Development and Paraplanning

SUMMARY:
Business Development and Paraplanning – DBN / PMB

POSITION INFO:
Our client is looking for a qualified, experience person to join thier team

Responsibilities:

• Business development and paraplanning support for a panel of Financial Advisors and the regional Portfolio Manager.
• Assist in developing, activating and executing on an Advisor’s prospecting plans.
• Identify business development opportunities in each Advisor practice.
• Assisting advisors and advisors’ assistants to convert their businesses into the desired practice management and operating model.
• Assist in growing Assets under management for each Advisor.
• 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 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.
• 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.
• Assisting Advisors to reach their Advisory model targets and objectives

• 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 for the group

• Ability to function at a strategic level whilst fulfilling operational responsibilities
• Deep-seated technical knowledge and skills to execute change management successfully
• Good communication skills, both written and verbal
• High client service orientation
• Technical and IT proficient, need to be comfortable configuring systems and analysing data
• Ability to effectively influence and persuade others
• Strong interpersonal skills
• Highly focussed on corporate goals and objectives
• Emotional resilience
• Self-motivated to ensure personal and professional improvement
• Action orientated and takes initiative
• Computer literacy: MS Office (strong xls), xPlan, QlikView (advantage)

• Appropriate tertiary qualification (Bachelors Degree in Commerce, Finance, Investments preferable)
• Willingness to travel between Pietermaritzburg, Durban, Newcastle and Estcourt
• Experience in financial services would be an advantage
• Experience in Financial Planning would be an advantage (Certified Financial Planner would be a benefit)

NB! This job is now closed. You can apply for other jobs by uploading your CV.