Wealth Management Support Consultant

Green Marble Recruitment Consultants • Pretoria, Gauteng • Posted July 11, 2026

About the Role

WEALTH MANAGEMENT SUPPORT CONSULTANT
(Financial Planning Software Support)

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.

  • 2+ years' experience within Wealth Management, 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



  • Pre...