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Strategic Support Specialist

3 weeks ago


Johannesburg, Gauteng, South Africa Pps Recruitment Full time
About the Team

We are seeking a Strategic Support Specialist to join our team at Pps Recruitment. As a key member of our team, you will be responsible for providing strategic support to our Technical Specialist: Planning Strategist in establishing and managing new and existing clients.

The ideal candidate will possess a strong understanding of financial planning principles and products, as well as excellent communication and problem-solving skills. In this role, you will assist with the development of planning recommendations, identify areas for improvement, and communicate effectively with clients and stakeholders.

Responsibilities
  1. Provide strategic support to the specialist in establishing and managing new and existing clients.
  2. Develop planning recommendations in conjunction with the specialist or wealth manager.
  3. Identify areas for improvement and implement changes as necessary.
  4. Communicate effectively with clients and stakeholders.

The successful candidate will also have the opportunity to develop their skills and knowledge through training and development programs.