System Support Consultant (Financial Planning)

Recruiter:

Green Marble Recruitment Consultants

Job Ref:

JHB002560/SS

Date posted:

Tuesday, August 18, 2026

Location:

Pretoria, South Africa

Salary:

Annually

SUMMARY:
SYSTEM SUPPORT CONSULTANT (Financial Planning)
Location: Pretoria East

Are you passionate about Wealth Management and enjoy helping Financial Advisers solve problems?

Minimum Requirements

BCom degree
CFP, or currently studying towards CFP would be ideal not essential.
2+ years' experience within Wealth Management, Investments, Financial Planning or Financial Advisory Support.
Practical exposure to Financial Needs Analysis (FNA).
Solid understanding of:
- Investment products
- Fund management
- Retirement funds
- Life and risk products
- Estate planning and estate duty principles
- Wealth management concepts
- Financial calculations and portfolio values
Previous experience supporting Financial Advisers or Wealth Managers - Advantages.
Strong analytical and problem-solving ability.
Excellent communication skills (Ideally Afrikaans and English but not essential).
Strong Excel skills.

ROLE OVERVIEW:

Our client, a leading provider of Wealth Management software, is looking for a Wealth Management Support Consultant to provide technical and functional support to Financial Advisers using their Wealth Management platform.
This is not a traditional IT support role. To be successful, you must have a solid understanding of the financial planning industry, including Financial Needs Analysis (FNA), investments, retirement planning, risk products and wealth management principles, enabling you to confidently assist advisers with system-related queries.

POSITION INFO:
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!

Similar jobs you might be interested in:

System Support Consultant (Financial Planning)
Location: Pretoria
Salary: Annually
system support consultant (financial planning) Location: Pretoria EastAre you passionate about Wealth Management and enjoy helping financial Advisers solve problems?Minimum RequirementsBCom degreeCFP, or currently studying towards CFP would be ideal not essential.2+ years' experience within Wealth Management, Investments, financial planning or financial Advisory support.Practical exposure to Finan...
4 days ago

Application Support / System SME Lead
Location: Johannesburg
Salary:
Drive system adoption. Enable business performance.We're looking for an experienced Application support / system SME Lead to champion business systems, improve user adoption, enhance data quality and deliver exceptional application support across a regional environment.
17 days ago

Accountant
Location: Pretoria
Salary:
If you're an Accountant who believes technology should do the repetitive work while you focus on analysis, control, and decision-making, this opportunity could be your next career move. Join a forward-thinking business that is embracing AI, automation, and process improvement to build a more efficient finance function.
1 day ago

Accountant
Location: Pretoria
Salary:
If you're an Accountant who believes technology should do the repetitive work while you focus on analysis, control, and decision-making, this opportunity could be your next career move. Join a forward-thinking business that is embracing AI, automation, and process improvement to build a more efficient finance function.
1 day ago

Chief Accountant
Location: Johannesburg
Salary:
Our client, a globally recognised and highly respected organisation, is seeking an experienced and commercially minded Chief Accountant to join their finance team. This is a senior opportunity for a finance professional who combines strong technical accounting expertise with commercial thinking, systems capability, and the confidence to engage with key stakeholders across the business.
1 day ago

Finance Manager in Transactional Banking
Location: Johannesburg
Salary:
If you're a commercially minded finance professional who thrives on turning complex transactional data into meaningful business insight, this opportunity could be your next strategic career move. Join a high-performing financial services environment where financial governance, operational excellence, and innovation are central to business success.Our client is a respected leader within the financi...
1 day ago

IT Systems Manager
Location: Johannesburg
Salary:
We’re on the hunt for a dynamic IT systems Manager to lead our Server and Desktop support teams, ensuring secure, reliable, and highâperforming IT services. In this role, you’ll oversee daily operations, drive incident resolution, analyze service desk trends, and implement improvements while mentoring your team to deliver exceptional clientâcentric support. With strong expertise in...
1 day ago

Electronic Hardware Engineer
Location: Centurion
Salary: Annually
An excellent opportunity is available for an Intermediate Electronic Design Engineer to join a talented and innovative product development team. In this role, you will play a key part in the design and development of advanced electronic and embedded systems, contributing to the delivery of cutting-edge products within a dynamic, technology-focused engineering environment.
1 day ago

Chief Accountant
Location: Johannesburg
Salary:
Lead financial Control, Drive Process Improvement, and support Business Transformation
2 days ago

Accountant
Location: Pretoria
Salary:
If you're an Accountant who believes technology should do the repetitive work while you focus on analysis, control, and decision-making, this opportunity could be your next career move. Join a forward-thinking business that is embracing AI, automation, and process improvement to build a more efficient finance function.
2 days ago