Practice Transition & Data Specialist

Fouche & Co Recruitment; Gauteng; On-site; ZAR 279,000 - 335,000; Full time

Job summary

Fouche & Co Recruitment is seeking an IT: Practice Transition & Data Support specialist to join our Sandhurst-based team in Johannesburg. The role focuses on onboarding and migrating client data for new advisory practices, cleansing and transforming records, and loading data into the CRM system.

You will analyse data to identify risks, troubleshoot integrations, and provide virtual training and ongoing support to regional advisors to ensure accurate, timely data and smooth digital signing

Qualifications

• Matric + relevant IT qualification or certifications.
• 3+ years of experience in data support or technical transition roles.
• Exposure to financial services or wealth management is beneficial.
• Advanced proficiency in Microsoft Excel.
• Ability to read code (JavaScript and C#) and understand JSON payloads.

Responsibilities

• Cleanse, sanitize, deduplicate, transform and prepare client data for new advisor practices.
• Execute bulk client data loads into the CRM system.
• Interrogate and analyse data to identify risks, dependencies, and showstoppers early in onboarding.
• Set up and enable bulk digital signatures and pre-populate electronic client sign-ons for advisor practices.
• Troubleshoot electronic processes, system integrations and daily data flows between advisor offices and clients.
• Update internal SLA dashboards and manage change control of practice data into the production environment.
• Provide virtual training and system support to regional advisors and administrative assistants to ensure optimal adoption of digital processes.

Skills

Advanced Excel

JavaScript

C#

JSON payloads

CRM troubleshooting

Education

Matric and IT qualifications

Tools

Power BI

Xplan

QuicklySign

Job description

Our client is a prominent, well-established national wealth management and financial advisory firm dedicated to delivering holistic financial planning solutions across South Africa.

Based full-time at the Head Office in Sandhurst, Johannesburg, the IT: Practice Transition & Data Support specialist ensures the seamless onboarding and migration of client data when new advisory practices join the group. This role combines hands-on data analysis, system integration troubleshooting, and virtual support to regional teams.

Key Responsibilities

• Cleanse, sanitize, deduplicate, transform, and prepare client data for new advisor practices entering the business.
• Execute bulk client data loads into the Client Relationship Management (CRM) system.
• Interrogate and analyse data proactively to identify potential risks, dependencies, and showstoppers early in the onboarding process.
• Set up and enable bulk digital signatures and pre-populate electronic client sign-ons on behalf of advisor practices.
• Troubleshoot electronic processes, system integrations, and daily data flows between advisor offices and clients.
• Update internal SLA dashboards and manage change control of practice data into the production environment.
• Provide virtual training and system support to regional advisors and administrative assistants to ensure optimal adoption of digital processes.

Requirements

• Matric certificate alongside a relevant tertiary qualification or IT certifications.
• Minimum of three (3) years’ experience in a similar data support or technical transition role.
• Prior exposure to the financial services or wealth management sector is highly beneficial.
• Advanced proficiency in Microsoft Excel.
• Strong technical capability to read code (JavaScript and C#) and working knowledge of JSON payloads and configuration files.
• Experience troubleshooting technical integrations and CRM systems (exposure to Xplan is advantageous).
• Familiarity with digital signature tools (e.g., QuicklySign) and reporting tools like Power BI is preferred.

Attributes

• Exceptional analytical and data management abilities.
• Clear, professional verbal and written communication skills.
• Proactive, self-motivated approach with high initiative.
• Strong multi-tasking abilities with resilience under pressure.
• Collaborative team player capable of working effectively in a matrix reporting structure.

Remuneration

R25 000 - R30 000 monthly