Adviser Adoption & Training Lead

Lifecheq; Cape Town; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A leading fintech company in Cape Town is seeking an Adviser Champion to enhance the adoption of their platform across financial advisers. The ideal candidate will have extensive experience in financial services, strong communication skills, and a proven ability in training and coaching. This role offers a competitive salary ranging from R60,000 to R70,000 with a flexible, remote-first work environment.

Benefits

Competitive salary and benefits

Remote-first work environment

Continuous learning opportunities

Collaborative company culture

Qualifications

• Minimum 7 years of experience in the financial services industry.
• At least 3 years as a practicing financial adviser is required.
• Strong understanding of financial products and regulatory requirements.

Responsibilities

• Develop and deliver training programs for advisers.
• Work closely with product team to develop adoption strategies.
• Design and execute change management plans for new products.

Skills

Communication skills

Training and coaching

Data analysis

Problem-solving

Education

Bachelor's degree in Finance or Business

Relevant professional certifications (e.g., CFP, CFA)

Tools

CRM systems

Data analysis tools

Job description

A leading fintech company in Cape Town is seeking an Adviser Champion to enhance the adoption of their platform across financial advisers. The ideal candidate will have extensive experience in financial services, strong communication skills, and a proven ability in training and coaching. This role offers a competitive salary ranging from R60,000 to R70,000 with a flexible, remote-first work environment.