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Business Development Officer Paraplanner
Job Location:
Job Location:
Durban - South Africa
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
29 September 2026 (19 hours ago)
Posted:
Application Deadline:
27 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Our Client a leader in the Financial Services space; is seeking to employ a Business Development Officer / Paraplanner to join their team based in KwaZulu - Natal
Requirements:
Operations
- Grade 12 / Matric
- Tertiary qualification (Bachelors Degree in Commerce Finance Investments would be essential)
- 3 - 5 years experience in financial services or in a similar role.
- Experience in Financial Planning would be an advantage (Certified Financial Planner status would be advantageous)
- Computer skills: Microsoft Office (Excel Word Outlook essential); Qlikview.
- Xplan experience.
Operations
- Manage the alignment and expectation management with the regional Partnership Director and all Partners (advisors) and their back offices as they convert into a new business environment and business model.
- Identifying and developing client opportunities in each Advisors practice by looking at opportunities in each Advisors client database.
- Execute client advisory plans and annual reviews on behalf of the Head of Business Development and with the Advisors.
- Assist in developing an Advisors value proposition and pricing framework.
- Assist with Business Assessment tools (dashboards) and processes when evaluating each Advisors practice.
- Business development activation and assistance at client and road show events.
- 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.
- Track usage of endorsed advice process adoption.
- Assisting Advisors to reach their Advisory model targets and objectives.
- Identify and drive better results within the endorsed advice process where necessary.
- Set goals for the year and ensure that personal training and development takes place.
- Ensure alignment to company development.
- Reassess the self-management principle continuously and self -measure.
- Move from operational chasing to more strategic value add responsibilities.
- Establish the systems and realignment of resources to enable a sustainable practice management and operations process.
Required Experience:
Unclear Seniority
About Company
Headhunters is the Eastern Cape’s premier, boutique style recruitment agency. Whether you’re an employer, looking for that perfect person for your team, or that person, looking for the perfect job to ignite your passion. South Africa and beyond
