Junior Wealth Management Systems Support Analyst

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

Job summary

Green Marble Recruitment Consultants in Tshwane (Pretoria), Gauteng, ZA, seeks a Junior System Support Consultant for Wealth Management. You will provide functional and system support to Financial Advisers on a specialist Wealth Management platform and gain exposure to investment products and financial planning processes.

The role suits recent graduates who are tech‑savvy, analytical, and eager to learn in a client‑facing finance environment.

Qualifications

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

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 elevate 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.

Skills

Analytical

Problem‑solving

Numbers

Communication

Tech‑savvy

Education

Bachelor’s Degree in Financial Planning

Bachelor’s Degree in Investment Management

Bachelor’s Degree in Economics and Risk Management

Bachelor’s Degree in Investment/Financial Analysis

Tools

Wealth Management software

Job description

Green Marble Recruitment Consultants in Tshwane (Pretoria), Gauteng, ZA, seeks a Junior System Support Consultant for Wealth Management. You will provide functional and system support to Financial Advisers on a specialist Wealth Management platform and gain exposure to investment products and financial planning processes.

The role suits recent graduates who are tech‑savvy, analytical, and eager to learn in a client‑facing finance environment.