Financial Needs Analysis Technical Support Agent Position

Closing Date: 12 July 2024

Our client is the largest locally developed software solution for financial advisors serving the corporate and independent financial advisory market. Our client has a persistent focus on innovation to develop next-generation technologies for financial advisors.

You will report to the Sales and Support Manager.

We offer a market related salary.


  • Your primary responsibility in this position is to provide support to financial advisors working on Our Client’s (CRM Software solution).
  • You will have to provide telephonic, live chat and email support and feedback on all incoming enquiries.
  • Establish whether our advisors have a need for additional training or information sessions and to set up such interaction.
  • Identify and action necessity for changes to the system and communicate to the relevant parties. Log tickets in this regard.
  • Testing of all new releases done on the system.
  • Provide regular feedback and reports on all calls.
  • Provide support on updating information as and when needed.


  • RE5 or equivalent qualification in the Financial Services Sector.
  • Experience working as a Para-planner.
  • Proven work experience of at least one year as Financial Needs Analysis Technical Support Agent.
  • A strong customer focussed approach.
  • Language proficiency in Afrikaans and English.
  • Computer literate.
  • Ability to work under pressure.
  • Strong communication skills in Afrikaans and English (verbal and written communication).
  • Exceptional attention to detail.
  • Self-starter and self-driven attitude.
  • Ability to work in a team.

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