Description:
Purpose of role:
• Centralised business development and para planning support for Financial Advisors in assistance to
the senior BDM.
• Ensuring each Partner supports and executes on the AW endorsed advisory processes.
• Assist in growing Assets Under Management for each Advisor.
• 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 (Bachelor’s Degree in Commerce, Financial planning, Finance,
Investments preferable)
• Preferred 1-3 years’ experience in the Financial Services Industry.