Job Description

The selected candidate 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.

Responsibilities:

Train advisers for Wealth Advice Process Digital Tool through in-person and virtual sessions (e.g., MS Teams).

Must be able to use XPLAN

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.

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 and Afrikaans

Willingness to travel from time to time within South Africa

Computer literacy (MS Office), especially PowerPoint and Word and XPlan

Exposure to working directly with financial advisers would be advantageous

Recommended requirements:

Exposure to advisers and/or advised clients will be advantageous.

Job Type: Full-time

Pay: R30000,00 per month

Application Question(s):

Do you speak and write Afrikaans fluently Do you use XPLAN Soft ware Do you have 2 years in financial planning
Work Location: In person