JUNIOR SYSTEM SUPPORT CONSULTANT – FINANCIAL PLANNING / WEALTH MANAGEMENT

Green Marble Recruitment Consultants; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Green Marble Recruitment Consultants seeks a graduate to provide functional and system support to Financial Advisers on a specialist Wealth Management platform. You will gain exposure to practical financial planning, investments, retirement products, and portfolio information while applying these concepts within the system.

The role suits someone who enjoys problem-solving, working with systems and numbers, and assisting clients, while staying closely involved in the financial services industry.

Qualifications

• Bachelor’s degree in a relevant financial field.
• Bilingual in Afrikaans and English to serve clients.
• Interest in Wealth Management and Investment industry.
• Comfortable with calculations, financial information, and systems.
• Strong attention to detail and excellent communication skills.
• Willingness to learn complex financial planning concepts.

Responsibilities

• Provide telephonic and email support to Financial Advisers using the Wealth Management platform.
• Assist users with system-related queries and functionality.
• Investigate and resolve queries related to financial planning information and calculations.
• Assist with investment, portfolio and financial planning system queries.
• Interpret financial information and help users understand system outputs.
• Troubleshoot software issues and raise technical matters when needed.
• Build knowledge of the company’s Wealth Management software.
• Help Financial Advisers navigate and use the system effectively.
• Deliver professional, accurate and client-focused support.
• Maintain records of queries and resolutions.

Skills

Excel

Communication

Attention to detail

Problem solving

Financial calculations

Education

Bachelor's Degree

Job description

Minimum Requirements

• A relevant completed Bachelor’s Degree is essential i.e:
  • Financial Planning.
  • Investment Management.
  • Economics and Risk Management
  • Investment / Financial Analysis.
• Bilingual - Afrikaans and English

  (Must be able to serve clients in Afrikaans).

• Recent graduates and candidates with limited working experience are encouraged to apply.
• A genuine interest in the Wealth Management and Investment industry is essential.
• Comfortable working with calculations, financial information and systems.
• High attention to detail.
• Excellent communication skills.
• Strong Excel skills.
• Willingness and ability to learn complex financial planning and investment concepts.

Role Overview

The successful candidate will provide functional and system support to Financial Advisers using a specialist Wealth Management platform.

You will receive exposure to the practical application of financial planning, investments, retirement products, portfolio information, and wealth management principles while learning how these concepts are applied within the system.

The position would suit a graduate who enjoys problem-solving, working with systems and numbers, and assisting clients, but who still wants to remain closely involved in the financial services industry.

Duties and Responsibilities

• Provide telephonic and email support to Financial Advisers using the Wealth Management platform.
• Assist users with system-related queries and functionality.
• Investigate and resolve queries relating to financial planning information and calculations.
• Assist with investment, portfolio and financial planning-related system queries.Interpret financial information and assist users in understanding system outputs.
• Troubleshoot software-related issues and raise technical matters where required.
• Develop a strong understanding of the company’s Wealth Management software.
• Build knowledge of financial planning principles, investment products and financial markets.
• Assist Financial Advisers in navigating and using the system effectively.
• Deliver professional, accurate and client-focused support.
• Maintain accurate records of queries and resolutions.
• Build strong working relationships with Financial Advisers and other Wealth Management professionals.
• Ensure queries are resolved efficiently while maintaining excellent service levels.

Ideal Candidate

This opportunity would suit someone who:

• Has recently completed a relevant financial degree.
• Is interested in Investments, Wealth Management and Financial Planning.
• Enjoys working with systems and technology.
• Is analytical and naturally good at problem-solving.
• Enjoys working with numbers and financial information.
• Communicates confidently and professionally.
• Is eager to learn and develop within the financial services industry.
• Wants an opportunity where their financial qualification can be applied in a specialist systems and client-support environment.

Please note that only candidates who meet the minimum requirements will be contacted.

We look forward to receiving your application.