Junior System Support Consultant -Financial Planning/ Wealth Management

Key Responsibilities

• Assist Financial Advisers with system-related queries
• Develop knowledge of Financial Planning & Wealth Management
• Gain exposure to investment products and financial planning processes
• Work with specialist wealth management software
• Build a long-term career within the Financial Services industry
• Are you a recent graduate, tech-savvy, and interested in Wealth Management, Investments and Financial Planning?
• Our well-established client in the Wealth Management & Financial Services sector is looking for a Junior System Support Consultant to join their team.

Minimum Requirements

• A relevant completed Bachelor's Degree is essential i.e:
• Financial Planning.
• Investment Management.
• Economics and Risk Management
• Investment / Financial Analysis.
• Bilingual - Afrikaans and English
• Must be able to serve clients in Afrikaans.
• Recent graduates and candidates with limited working experience are encouraged to apply.
• A genuine interest in the Wealth Management and Investment industry is essential.
• Comfortable working with calculations, financial information and systems.
• High attention to detail.
• Excellent communication skills.
• Strong Excel skills.
• Willingness and ability to learn complex financial planning and investment concepts.

Role Overview

• The successful candidate will provide functional and system support to Financial Advisers using a specialist Wealth Management platform.
• You will receive exposure to the practical application of financial planning, investments, retirement products, portfolio information, and wealth management principles while learning how these concepts are applied within the system.
• The position would suit a graduate who enjoys problem-solving, working with systems and numbers, and assisting clients, but who still wants to remain closely involved in the financial services industry.

Duties and Responsibilities

• Provide telephonic and email support to Financial Advisers using the Wealth Management platform.
• Assist users with system-related queries and functionality.
• Investigate and resolve queries relating to financial planning information and calculations.
• Assist with investment, portfolio and financial planning-related system queries.
• Interpret financial information and assist users in understanding system outputs.
• Troubleshoot software-related issues and escalate technical matters where required.
• Develop a strong understanding of the company's Wealth Management software.
• Build knowledge of financial planning principles, investment products and financial markets.
• Assist Financial Advisers in navigating and using the system effectively.
• Deliver professional, accurate and client-focused support.
• Maintain accurate records of queries and resolutions.
• Build strong working relationships with Financial Advisers and other Wealth Management professionals.
• Ensure queries are resolved efficiently while maintaining excellent service levels.

Ideal Candidate

This opportunity would suit someone who

• Has recently completed a relevant financial degree.
• Is interested in Investments, Wealth Management and Financial Planning.
• Enjoys working with systems and technology.
• Is analytical and naturally good at problem-solving.
• Enjoys working with numbers and financial information.
• Communicates confidently and professionally.
• Is eager to learn and develop within the financial services industry.
• Wants an opportunity where their financial qualification can be applied in a specialist systems and client-support environment.