[ref. a33063301] Business Development Manager (Financial Services)

Our client is a well-established financial services firm providing integrated support to a national network of financial advisors. The team values structured processes, training, and data-driven practice improvement.

This role focuses on supporting financial advisors and business development managers with endorsed planning processes, client analysis, and operational efficiencies. You'll be instrumental in identifying opportunities and driving tool adoption across practices.

Key Responsibilities:

• Deliver endorsed financial plans and client reviews with advisors.
• Provide virtual client support and training.
• Analyse client databases and assist in opportunity identification.
• Support usage tracking of advisory tools and systems.
• Collaborate with regional business developers on client strategies.
• Assist in improving practice performance and efficiencies.
• Monitor KPIs, track goals, and support development initiatives.
• Communicate with internal and external stakeholders as required.

Key Attributes:

• Analytical and data driven.
• Technically proficient and IT savvy.
• Confident communicator and influencer.
• Self-motivated with a proactive mindset.
• Resilient and outcome focused.

Requirements:

• Bachelors degree in commerce, Finance, or Financial Planning.
• 13 years in financial services preferred.
• CFP designation advantageous.
• Proficiency in systems configuration and client data analysis.

Remuneration: R20 000 - R25 000 Cost to Company + Performance Incentives

**Only shortlisted candidates will be contacted**