Paraplanner / Business Developer
Core
Provides business development and paraplanning support to financial advisors and regional portfolio managers to drive asset growth and ensure advisory standard adherence.
Role type
Paraplanner / Business Developer
Builds
Client advisory plans, annual reviews, value propositions, pricing frameworks, and business assessment dashboards
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client database analysis, execution of advisory plans, business development activation, system usage monitoring, strategic alignment management
Preferred skills
Financial Planning certification (Certified Financial Planner), advanced Excel proficiency, familiarity with XPlan and QlikView
Technologies
XPlan, QlikView, Microsoft Office (Excel)
Responsibilities
Manage alignment and expectation management with regional partners and back offices; Identify and develop client opportunities by analysing individual advisor client databases; Execute client advisory plans and annual reviews; Assist advisors in developing value propositions and pricing frameworks; Support business development activation at client events and roadshows; Monitor system usage statistics and track adoption of endorsed advice processes
Seniority
Mid-level (3-5 years experience)