Support Consultant

Centurion, South Africa | Posted on 11/06/2026

Everest Wealth Management is an authorisedfinancial services provider. Its Distribution team is looking for a SupportConsultant to help Product Specialists, financial advisers and clients receiveaccurate, responsive support throughout the investment process.

This varied role combines adviser andbroker support, investment implementation and client servicing, trainingcoordination, administration, and document quality control.

Purpose of the Role

Provide operational and administrativesupport to Product Specialists, maintain accurate and up-to-date companydocuments, and implement investments referred by financial advisers andbrokers. The role also involves engaging directly with clients, providingadvice within your authorisation and competence, meeting regulatoryrequirements, and maintaining strong adviser and client relationships.

Main Outcomes

• Product Specialists receive timely, accuratesupport with product, process, system and operational queries.
  


• Investment applications and servicing requests arefollowed up and completed accurately and within agreed service standards.
  


• Clients receive professional investmentimplementation and ongoing servicing, with advice provided only within therequired authorisation and competence.
  


• Client, advice and investment records are complete,accurate and current.
  


• Distribution training is well coordinated, andtraining records and materials are maintained.
  


• Company documents are accurate, consistent,compliant and stored with proper version control.
  

Key Responsibilities

Product Specialist Support

• Act as the primary contact for Product Specialistenquiries and support requests.
  


• Assist with product, process, system andoperational queries, quotations, product comparisons and supportingdocumentation.
  


• Support adviser and broker engagement processes,including applicable accreditation requirements.
  


• Monitor applications and liaise with internaldepartments to resolve outstanding matters and improve turnaround times.
  


• Provide ongoing servicing support, administrativebackup and current product information to Product Specialists.
  


• Identify recurring operational challenges andrecommend improvements.
  

Investment Implementation, Adviceand Client Servicing

• Manage investments referred by advisers throughProduct Specialists, from initial client engagement through to implementation.
  


• Engage with clients to understand their needs andcircumstances, explain suitable investment options, and provide advice andrecommendations only where appropriately authorised and competent.
  


• Complete and maintain advice, disclosure,suitability, record-of-advice, application and other required regulatorydocumentation.
  


• Address applicable client identification, FICA,AML, POPIA, FAIS and Treating Customers Fairly requirements.
  


• Maintain complete client, advice, investment andcommunication records on the CMR system.
  


• Keep referring advisers appropriately informed,subject to client consent and applicable privacy requirements.
  


• Manage ongoing servicing for investments written,including client queries, updates, maturities, reinvestments and redemptions.
  


• Follow up on applications and outstandingrequirements, working within the company’s FSP licence conditions and internalcompliance procedures.
  

Training Coordination

• Identify training needs across the Distributionteam and maintain product and technical training materials.
  


• Coordinate internal training sessions, calendars,attendance and training records.
  


• Assist the Training Manager with presentations,training videos and digital learning content.
  


• Ensure training materials are current, compliantand consistent with Everest Wealth’s branding and presentation standards.

Administration

• Provide day-to-day administrative support toProduct Specialists and the Distribution Manager.
  


• Monitor new business applications and servicingrequests, following up on outstanding documentation and requirements.
  


• Maintain accurate records for Distributionactivities, Product Specialists and operational processes.
  


• Assist with reports, performance metrics, KPIs andoperational statistics.
  


• Coordinate Distribution meetings, includingagendas, minutes, attendance registers and action items.
  


• Identify administrative inefficiencies andrecommend improvements to record keeping and workflows.
  

Document Review and QualityControl

• Review company documents for accuracy, spelling,grammar, punctuation, formatting and consistency.
  


• Check that documents contain current and relevantinformation and follow approved formats.
  


• Flag errors, omissions or outdated content forcorrection by the relevant person or department.
  


• Maintain the electronic filing system, documentregisters and version control.
  


• Update documents only when authorised changes orapproved information have been provided.
  


• Record revisions and review dates where required,and ensure superseded documents are replaced with approved versions.
  

Ad-hoc Support

• Assist with overflow duties and other reasonableresponsibilities within the Distribution team.
  

Requirements

• Grade 12 (Matric).
  


• NQF Level 5 Higher Certificate in WealthManagement.
  


• RE5.
  


• 2to 5 years’ experience in financialservices.
  


• Experience in financial advice, broker support oradviser servicing.
  


• A diploma or degree in Business, Education,Training, Financial Planning or a related field would be advantageous.
  

Knowledge and Skills

• Knowledge of financial products and services,financial advisory processes, and CRM systems.
  


• Working knowledge of Microsoft Word, Excel andPowerPoint.
  


• Knowledge of adult learning principles and FAIS,FICA, POPIA and TCF principles.
  


• Strong communication and interpersonal skills.
  


• Excellent planning, organisation andtime-management skills.
  


• Professionalism, service excellence and attentionto detail.
  


• Problem-solving ability, initiative andadaptability.
  


• A collaborative approach and high integrity.
  

Working Conditions

• Monday to Friday, 08:00 to 16:00.


• Occasional Product Specialist enquiries or urgentmatters may arise outside these hours.


• A valid driver’s licence and own reliable vehicleare required.


• Probation applies; the job specification states aperiod of three or six months.
  

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