Paraplanner & Business Development Co-ordinator
7 days ago
**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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