Job Details
Job Description
Responsibilities
Support teams on key initiatives and new projects
Own and drive key features and requirements to successfully deliver the Insure Advice Process development and project epics
Work closely with the Head: Integrated Advice and Head: Digital Advice (Insure) to finalise specifications with developers
Prepare presentations on feature development and epic progress for reporting purposes
Translate engineering requirements into clear development specifications
Work closely with engineering teams, interpreting engineering artefacts into development specifications
Manage project reporting by analysing data, structuring insights and identifying opportunities for business process improvements
Coordinate engagement sessions between business units to integrate processes successfully
Coordinate development activities within sprints alongside developers
Assist in aligning activities to deliver the Insure Advice Process strategy and project direction
Coordinate and maintain engineering documentation, providing regular updates
Work with Business Analysts and testers (pre- and post-development) to ensure accuracy and quality of development
Build strong project understanding and contribute to solution design through experience and collaboration
Prepare training material for new developments and enhancements
Draft marketing collateral for feature-based launches of the digital advice tool
Train Relationship Managers and advisers when specialist resources are not available
Conform to the Target Operating Model ways of working
Collaborate with internal divisions on strategic projects and system integrations
Prepare communications, reports and presentations to management and advisers relating to the 6-Step Advice process and tools
Assist with troubleshooting errors reported by users on the advice process
Coordinate and drive prioritised development enhancements raised by relevant committees
Requirements
BEng Degree
1+ years’ experience in financial services
Relevant experience within a financial advisory environment
Engineering qualification
Experience developing tools to support financial advice
Insurance industry knowledge
Strong understanding of insurance products and the South African insurance landscape
Knowledge of South African financial regulatory frameworks
Understanding of Financial Planning principles aligned with the 6-Step Advice process
Exposure to working directly with financial advisers
Willingness to travel within South Africa when required
Excellent ability to translate engineering requirements into system solutions with strong client experience focus
Strong verbal and written communication skills
Benefits
- Salary: Based on experience and qualifications.
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
- Please use "Advice Specialist" as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future
