System Support Consultant (Financial Planning) Job at Green Marble Recruitment

• 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.