Paraplanner & Business Development Co-ordinator

6 months ago


East London, South Africa Montana Resourcing Full time

**Purpose of role**
- Business development and para planning 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.
- Ensuring each Partner supports and executes on the Adviceworx advisory processes.
- Assisting advisors and advisors’ assistants to convert their businesses into the desired practice management and operating model as they convert into the Adviceworx business model.
- Assist in growing Assets under management for each Advisor.

**Qualifications and Experience**
- Appropriate tertiary qualification (Bachelors Degree in Commerce, Finance, Investments preferable)
- Experience in financial services in a similar role.
- Experience in Financial Planning would be an advantage (Certified Financial Planner would be a benefit)

**Job Types**: Full-time, Permanent

**Salary**: R18,000.00 - R25,000.00 per month

**Education**:

- Bachelors (required)

**Experience**:

- paraplanning: 2 years (required)


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