System Support Consultant (Financial Planning)

Duties and responsibilities: Provide telephonic and email support to Financial Advisers on the wealth management system. Investigate and resolve adviser queries relating to wealth planning functionality and calculations. Assist advisers with Financial Needs Analysis (FNA), investment, retirement, risk and portfolio-related system queries. Interpret financial planning information and assist users in understanding system outputs. Troubleshoot software-related issues and liaise with internal technical teams where required. Deliver professional, accurate and client-focused support. Build strong relationships with financial advisers and wealth professionals. Ensure queries are resolved efficiently while maintaining exceptional service levels. Please note that only candidates who meet all the requirements will be contacted for the opportunity. We look forward to receiving your application!