Advice Digital Technical Specialist: Wealth | Tygervalley, Western Cape at PSG Konsult Ltd

Responsibilities:

• Train advisers on the PSG Wealth Advice Process Digital Tool through in-person and virtual sessions (e.g., MS Teams).
• Part of the team that visit adviser offices during ongoing engagements to support digital adoption.
• Provide input on improvements and future development of the advice process.
• Drive enhancements of the digital tool, from planning through to implementation.
• Assist with development of simple, visually engaging presentations to explain complex advice concepts and tool functionality.
• Offer technical support to advisers, colleagues, and regional distribution teams regarding system-related queries.
• Must be able to interpret a financial needs analysis and cashflow results in digital financial planning tools.
• Create training materials – written guides or video tutorials – for digital advice tools.
• Test new digital enhancements and development to ensure functionality and quality.
• Contribute to the standardisation of advice processes and supporting documentation.
• Collaborate with cross-functional teams to define development requirements based on business needs and use cases.
• Prepare regular communications, reports, and presentations for management and advisers on the six-step advice process and digital tools.

Minimum requirements:

• Qualification relating to Financial planning (CFP), Finance, Wealth management – completed or close to completion
• 2+ years industry experience - Financial planning/Wealth advice/Finance
• Proficient in both spoken and written English
• Willingness to travel from time to time within South Africa
• Computer literacy (MS Office), especially PowerPoint and Word
• Exposure to working directly with financial advisers would be advantageous

Recommended requirements:

• Exposure to advisers and/or advised clients will be advantageous.