Advice Digital Technical Specialist – Wealth

Salary: R300 000 R350 000 Per Annum

It is ideal for someone with a strong foundation in financial planning and a passion for innovation, training, and adviser enablement.

Key Responsibilities:

• Deliver training to financial advisers on the use of the digital wealth advice tool through virtual platforms (e.g., MS Teams) and in-person sessions.
• Participate in adviser office visits to encourage tool adoption and provide hands-on support.
• Collaborate with teams to improve and refine the digital advice process and tools.
• Drive the development, testing, and rollout of new tool enhancements.
• Translate complex financial planning concepts into engaging presentations and easy-to-use materials.
• Provide technical system support to advisers, support staff, and regional teams.
• Interpret financial needs analyses and digital cash flow projections to assist with client planning.
• Develop written and video-based training content and tool guides.
• Test digital enhancements for functionality and user experience.
• Support the standardisation of advice processes and documentation.
• Partner with cross-functional teams to define digital tool requirements based on real-world adviser and business needs.
• Compile regular communications, reports, and presentations for stakeholders on tool performance and advice processes.

Requirements:

• A qualification in Financial Planning, Wealth Management, or Finance (completed or near completion, CFP preferred).
• Minimum of 2 years experience in the financial planning, wealth advice, or finance industry.
• Strong command of English, both written and spoken.
• Proficient in Microsoft Office, especially PowerPoint and Word.
• Willingness to travel occasionally within South Africa.
• Experience working directly with financial advisers or clients is a plus.

Key Competencies:

• Professional, confident, and articulate.
• Energetic, innovative thinker with a problem-solving mindset.
• Skilled in translating complex business needs into digital solutions.
• Excellent written and verbal communication skills.
• Strong analytical and creative thinking abilities.
• Able to work collaboratively across departments and teams.
• Attention to detail with strong presentation and interpersonal skills.
• Adaptable, emotionally intelligent, and resilient under pressure.