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PlanWise is a leading provider of outsourcing solutions tailored for Financial Advisers in Australia. Specializing in paraplanning services, we help our clients save time, reduce costs, scale their operations, and improve efficiency. Our experienced team offers expertise in areas including research and analysis, report writing, portfolio management, and compliance. With an integrated approach, we ensure the delivery of accurate, timely financial information for seamless client support. PlanWise is ISO 27001:2022 certified, demonstrating our commitment to data security and quality.
Highlights
Key Responsibilities
Required Skills
Proven experience in Business Development of outsourced services with international clients
Fluent communication skills in English (spoken and written)
Ability to generate and qualify leads independently
Strong understanding of digital marketing services (SEO, Content marketing, web development)
Expertise in drafting proposals, and client documents (i.e service agreement)
Goal-oriented with strong negotiation and closing skills
Self-motivated with the ability to work both independently and as part of a team
Experience working with US, UK, and Australian markets will be an advantage.
Job ID: 142103127