Business Development Manager | IFA Distribution | Kwazulu Natal at Allan Gray Proprietary Limited

Job Description

• As Business Development Manager you will report to the Regional Manager and will be responsible for maintaining and growing a panel of Financial Advisers in the KwaZulu-Natal region. 
• Through marketing, service delivery and product knowledge, the Business Development Manager is expected to achieve certain sales targets as determined by the Regional Manager.

Responsibilities
Sales, Marketing and Relationship Building 

• Manage and develop relationships with IFAs and their support staff that will lead to mutually beneficial outcomes
• Maintain and grow business flows from designated IFA panels for both the Allan Gray   Manco and Platform
• Deliver against determined sales targets
• Ensure IFAs have a deep understanding of the Allan Gray investment philosophy, platform value proposition and long-term goals of Allan Gray
• Promote Allan Gray, its products, funds and services
• Ensure IFAs and support staff are trained on Allan Gray systems and processes
• Manage distribution of marketing collateral
• Conduct presentations to IFAs and clients when required
• Coordinate and oversee IFA presentations and events
• Ensure the highest standard of service excellence
• Identify industry trends and conduct competitor analysis

Operations and Administration

• Maintain records of IFA practice information including structure and plans
• Develop and execute annual strategic and business plans
• Manage IFA / client queries on an ongoing basis
• Track new business, assets under management, and outstanding requirements
• Report progress against targets to the Regional Manager
• Escalate incidents that may compromise Allan Gray values
• Arrange Regional Manager visits to IFAs
• Ensure cost-effective panel operations
• Liaise with Allan Gray head office divisions
• Maintain a portfolio of evidence for annual assessment

Competencies

• Experience in financial services, client service or distribution
• Strong interpersonal and leadership skills
• Self-motivated, resilient, and action-oriented
• High integrity and confidentiality
• Ability to manage stress and shifting priorities

Minimum Qualifications

• Relevant business degree
• Certified Financial Planner (CFP) qualification advantageous

Deadline:25th September,2026