Description:
A leading wealth management firm is seeking a dynamic and tech-savvy WealthTech Implementation Specialist to join its innovative advisory support team. In this forward-facing role, you’ll be at the intersection of financial planning and technology—empowering financial advisers through digital tools, streamlining advice processes, and driving adoption of cutting-edge solutions. If you're passionate about transforming the way financial advice is delivered and want to be part of a business that values both innovation and client-centricity, this is your opportunity to make a tangible impact in the future of wealth management.Responsibilities
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Deliver structured training sessions—virtually and in-person—on the digital advice tool and process.
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Support adoption efforts through regular adviser engagement and onsite visits.
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Collaborate on tool enhancements by contributing user feedback and testing new developments.
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Assist in the creation of visual and written content to simplify and communicate complex planning concepts.
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Respond to technical queries from advisers and internal teams.
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Interpret financial needs analyses and cash flow outputs using digital planning tools.
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Develop and maintain support materials such as user guides and tutorials.
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Help standardize the advice process across the platform and related documents.
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Work cross-functionally to define digital development needs from user and business perspectives.
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Prepare training updates, usage analytics, and communication materials on the digital advice journey
Requirements
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A qualification in Financial Planning, Finance, or Wealth Management (completed or near completion)
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Minimum 2 years of relevant experience in financial advice, planning, or a related field
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Strong command of English—written and verbal
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Confident using MS Office (especially Word and PowerPoint)
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Willingness to travel within South Africa occasionally
- Direct exposure to financial advisers or advisory support environments
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Strong presentation and communication skills
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Analytical and detail-oriented
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Able to explain complex financial topics simply and clearly
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Technologically curious and innovative
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Comfortable working cross-functionally with multiple teams
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Resilient, adaptable, and solution-driven
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High emotional intelligence and interpersonal skills
Please Note, if you don't match the Requirements or Industry, you won't be consider for this role..
Benefits
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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: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " WealthTech" 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
Requirements:
-
Deliver structured training sessions—virtually and in-person—on the digital advice tool and process.
-
Support adoption efforts through regular adviser engagement and onsite visits.
-
Collaborate on tool enhancements by contributing user feedback and testing new developments.
-
Assist in the creation of visual and written content to simplify and communicate complex planning concepts.
-
Respond to technical queries from advisers and internal teams.
-
Interpret financial needs analyses and cash flow outputs using digital planning tools.
-
Develop and maintain support materials such as user guides and tutorials.
-
Help standardize the advice process across the platform and related documents.
-
Work cross-functionally to define digital development needs from user and business perspectives.
-
Prepare training updates, usage analytics, and communication materials on the digital advice journey
-
A qualification in Financial Planning, Finance, or Wealth Management (completed or near completion)
-
Minimum 2 years of relevant experience in financial advice, planning, or a related field
-
Strong command of English—written and verbal
-
Confident using MS Office (especially Word and PowerPoint)
-
Willingness to travel within South Africa occasionally
- Direct exposure to financial advisers or advisory support environments
-
Strong presentation and communication skills
-
Analytical and detail-oriented
-
Able to explain complex financial topics simply and clearly
-
Technologically curious and innovative
-
Comfortable working cross-functionally with multiple teams
-
Resilient, adaptable, and solution-driven
-
High emotional intelligence and interpersonal skills
-
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: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " WealthTech" 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
- 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: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use " WealthTech" as your subject line when applying via email