System Support Consultant (Financial Planning)

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 techn…