Digital Enablement Specialist: Wealth
Digital Enablement Specialist: Wealth
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1 Vacancy
Job Description
Description
A leading wealth management firm is seeking a Digital Enablement Specialist to join its Technical Advice this role you will champion the adoption and optimisation of our digital advice platform ensuring advisers and support staff can deliver seamless technology-driven financial planning experiences to clients.
Youll combine financial planning expertise technical know-how and training skills to drive innovation support adoption and enhance the client-adviser journey.
Responsibilities
Training and Digital Adoption
Deliver in-person and virtual (MS Teams) training to advisers on the digital advice process tool.
Conduct on-site visits to adviser offices to provide hands-on adoption support.
System Development and Enhancements
Collaborate on improvements and new developments in the advice process.
Drive digital enhancements from concept through to rollout.
Conduct testing to ensure quality and functionality of new features.
Technical and Process Support
Provide expert assistance to advisers colleagues and distribution teams on system-related queries.
Analyse and interpret financial needs analysis and cashflow results using digital tools.
Content Creation
Develop clear engaging presentations to simplify complex financial concepts.
Produce training materials including user guides and video tutorials.
Process Standardisation and Reporting
Contribute to consistent advice processes and supporting documentation.
Work with cross-functional teams to define development requirements based on business needs.
Prepare reports communications and presentations on the six-step advice process and digital tools.
Requirements
Qualification in Financial Planning (CFP) Finance or Wealth Management completed or near completion.
At least 2 years experience in Financial Planning Wealth Advice or Finance.
Excellent verbal and written communication skills in English.
Strong MS Office skills especially PowerPoint and Word.
Willingness to travel within South Africa when required.
Experience working with advisers or clients in the financial services industry will be advantageous.
Benefits
A competitive salary aligned with industry standards and your experience.
Contact Hire Resolve for your next career-changing move today
- Apply for this role today contact Gustav Vogel at Hire Resolve or on LinkedIn
- Send me your CV on (Whatsapp)
- You can also visit the Hire Resolve website: or email us your CV:
- Please use Digital Wealth as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable we will put your CV on file and contact you regarding any future vacancies that arise
Package & Remuneration
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
