Para Planner for Business Development

SUMMARY:
Well known company in the financial services industry (investments and life insurance) requires a Para Planner to assist with New Business Development within an existing client base.

POSITION INFO:
Purpose of role:

1. The purpose is to develop additional business from an existing client base within the organisation by working closely with the Financial Advisors
2. You will provide business development support and para planning to the Financial Advisors and the Senior BDM.
3. You will ensure each Financial Advisor supports and executes on the AW endorsed advisory processes.
4. You will assist in growing "Assets Under Management" for each Advisor.
5. You will assist in developing, activating and executing on an Advisor’s prospecting plans.

Responsibilities
Execute client endorsed advisory plans and annual reviews on behalf of the senior BDM and with the Advisors.
Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in each Advisors client database with the senior BDM.
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.
Assisting Advisors to reach their Advisory model targets and objectives

Personal and Company Development
Set goals for the year and ensure that personal training and development takes place
Ensure alignment to company development

Competencies
Fulfilling operational responsibilities
Good communication skills, both written and verbal
High reporting standard
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
Emotional resilience
Self - motivated to ensure personal and professional improvement
Action orientated and takes initiative
Computer literacy: Graduate level

Qualifications and Experience
Appropriate tertiary qualification in financial services ie. Bachelor’s Degree or Diploma in Commerce, Financial planning, Finance, Investments preferable, NQF or RE
1-3 years’ experience in the Financial Services Industry is essential

 

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