Digital Enablement Specialist: Wealth

Bellville, Cape Town
Permanent
Full-time

24 days ago

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.Youll combine financial planning expertise, technical know-how, and training skills to drive innovation, support adoption, and enhance the client-adviser journey.ResponsibilitiesTraining & Digital AdoptionDeliver 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 & EnhancementsCollaborate 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 SupportProvide 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 CreationDevelop clear, engaging presentations to simplify complex financial concepts.Produce training materials, including user guides and video tutorials.Process Standardisation & ReportingContribute 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.
RequirementsQualification 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.
BenefitsA 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 +27 63 584 7231 (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 emailWe 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

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