About the Role
Key Responsibilities:
- Identify and develop new business opportunities within Financial Advisors’ existing client portfolios.
- Support Financial Advisors with prospecting, business development and client engagement initiatives.
- Execute client advisory plans and annual review processes in collaboration with Financial Advisors.
- Assist Advisors in developing their value proposition and pricing frameworks.
- Support the assessment and improvement of Advisor practices through business assessment tools, dashboards and management information.
- Monitor practice performance, system usage and adoption of the endorsed advice process.
- Identify opportunities to improve operational efficiencies and business results.
- Assist Financial Advisors and their teams with transitioning to the required business and operating model.
- Provide business development support at client events, roadshows and related initiatives.
- Build and maintain strong relationships with Financial Advisors, Partners, back-office teams and key stakeholders.
- Contribute to the growth of Assets Under Management across the Advisor panel.
Requirement:
- Bachelor’s Degree in Commerce, Finance, Investments or a related field is essential.
- 3–5 years’ relevant experience within financial services or a similar environment.
- Experience within financial planning, wealth management, investments or a related financial services environment will be highly advantageous.
- Experience working with or supporting Financial Advisors would be advantageous.
- Strong business development and commercial acumen.
- Demonstrated ability to identify opportunities and drive business growth.
- Strong stakeholder management, communication and influencing skills.
- Ability to operate strategically while remaining hands-on with operational responsibilities.
- Strong analytical and problem-solving abilities.
- Advanced Microsoft Excel proficiency.
- Experience with XPlan would be advantageous.
- QlikView experience would be advantageous.
- CFP designation would be advantageous.
IMPORTANT
This position is within the financial services and wealth management sector. Candidates with experience in financial planning, investments, wealth management, financial advisory practices or a closely related financial services environment are encouraged to apply.