Minimum Requirements
BCom degree
CFP, or currently studying towards CFP would be ideal.
2+ years' experience within Wealth Management, 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 using the Elite Wealth Management software.
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.