System Support Consultant (Financial Planning)
Green Marble Recruitment · Pretoria, Gauteng
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Start free — we apply for you →- Are you passionate about Wealth Management and enjoy helping Financial Advisers solve problems?
Minimum Requirements
- BCom degree
- CFP, or currently studying towards CFP would be ideal not essential.
- 2+ years' experience within Wealth Management, Investments, Financial Planning or Financial Advisory Support.
- Practical exposure to Financial Needs Analysis FNA.
- Solid understanding of:
- Investment products
- Fund management
- Retirement funds
- Life and risk products
- Estate planning and estate duty principles
- Wealth management concepts
- Financial calculations and portfolio values
- Previous experience supporting Financial Advisers or Wealth Managers - Advantages.
- Strong analytical and problem-solving ability.
- Excellent communication skills Ideally Afrikaans and English but not essential.
- Strong Excel skills.
ROLE OVERVIEW
- Our client, a leading provider of Wealth Management software, is looking for a Wealth Management Support Consultant to provide technical and functional support to Financial Advisers using their Wealth Management platform.
- This is not a traditional IT support role. To be successful, you must have a solid understanding of the financial planning industry, including Financial Needs Analysis FNA, investments, retirement planning, risk products and wealth management principles, enabling you to confidently assist advisers with system-related queries.
Duties and responsibilities
- Provide telephonic and email support to Financial Advisers on the wealth management system.
- Investigate and resolve adviser queries relating to wealth planning functionality and calculations.
- Assist advisers with Financial Needs Analysis FNA, investment, retirement, risk and portfolio-related system queries.
- Interpret financial planning information and assist users in understanding system outputs.
- Troubleshoot software-related issues and liaise with internal technical teams where required.
- Deliver professional, accurate and client-focused support.
- Build strong relationships with financial advisers and wealth professionals.
- Ensure queries are resolved efficiently while maintaining exceptional service levels.