Digital Enablement Specialist: Wealth at Hire Resolve

Job Description

• A leading wealth management firm is seeking a Digital Enablement Specialist to join its Technical Advice Team. In 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.
• You’ll combine financial planning expertise, technical know-how, and training skills to drive innovation, support adoption, and enhance the client-adviser journey.

Responsibilities

Training & 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 & 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 & 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 & 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.

Deadline:3rd September,2025