Job description
An exciting opportunity is currently available in Cape Town to work Technical Advice Team as a Advice Digital Technical Wealth Specialist, who will be responsible for supporting our Wealth digital advice team to drive innovation and enhancements of our digital advice tool, whilst also training and supporting advisers and adviser support staff.
Client and adviser engagement experience is beneficial and will be considered favorably.
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
- Ability to define complex business requirements for a digital process
Key Skills
· Train advisers for 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.
Job Type: Full-time
Pay: R360 000,00 per year
Application Question(s):
- Do you have two years selling wealth management
- Do you speak Afrikaans
- Do you have good communication skills
Work Location: In person