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Advice Digital Technical Specialist: Wealth

2 weeks ago

Bellville, Western Cape, South Africa Talent Match Consulting Full time R500 000 - R750 000 per year
Introduction

A leading Investment company is searching for an Advice Digital Technical Specialist to join their team.

The successful candidate will be responsible for supporting the Wealth digital advice team to drive innovation and enhancements of our digital advice tool, whilst also training and supporting advisers and adviser support staff.

Duties & Responsibilities
  • Train advisers on the Wealth Advice Process Digital Tool through in-person and virtual sessions (e.g., MS Teams).
  • Part of the team that visit adviser offices during ongoing engagements to support digital adoption.
  • Provide input on improvements and future development of the advice process.
  • Drive enhancements of the digital tool, from planning through to implementation.
  • Assist with development of simple, visually engaging presentations to explain complex advice concepts and tool functionality.
  • Offer technical support to advisers, colleagues, and regional distribution teams regarding system-related queries.
  • Must be able to interpret a financial needs analysis and cashflow results in digital financial planning tools.
  • Create training materials – written guides or video tutorials – for digital advice tools.
  • Test new digital enhancements and development to ensure functionality and quality.
  • Contribute to the standardisation of advice processes and supporting documentation.
  • Collaborate with cross-functional teams to define development requirements based on business needs and use cases.
  • Prepare regular communications, reports, and presentations for management and advisers on the six-step advice process and digital tools

  • NEEDS to be a Digital SME, expert on financial planning tools, not in sales

  • Understanding cashflows / discrepancies / estate liquidity

Desired Experience & Qualification Minimum requirements:
  • Qualification relating to Financial planning (CFP), Finance, Wealth management – completed or close to completion
  • 2+ years industry experience - Financial planning/Wealth advice/Finance
  • Proficient in both spoken and written English
  • Willingness to travel from time to time within South Africa
  • Computer literacy (MS Office), especially PowerPoint and Word
  • Exposure to working directly with financial advisers would be advantageous

  • Experience on digital financial planning tools, such as Xplan

  • Experience training others on the tool – Specifically training financial advisers is an advantag

  • Strong knowledge of the financial planning process, i.e. the 6 steps of the financial planning advice process

  • NEEDS to be a Digital SME, expert on financial planning tools, not in sales

  • Understanding cashflows / discrepancies / estate liquidity

Should you not have had a response within 7 Days, please consider your application as unsuccessful