System Support Consultant (Financial Planning)
Green Marble Recruitment Consultants • Pretoria, Gauteng • Posted July 15, 2026
About the Role
SYSTEM SUPPORT CONSULTANT (Financial Planning)
Location: Pretoria East
Are you passionate about Wealth Management and enjoy helping Financial Advisers solve problems?
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.