IT Practice Transition & Data Support Specialist – JHB

About the role

An innovative financial services organisation is looking for a technically minded IT Practice Transition & Data Support Specialist to join its Head Office team. The role involves managing the transition of client data into sophisticated CRM and digital platforms, ensuring a seamless experience for financial planners and their clients.

Key responsibilities

• Manage the onboarding and migration of large client datasets into CRM and business systems.
• Cleanse, validate, transform, and prepare client data to ensure accuracy and integrity.
• Analyse data to identify risks, issues, and opportunities before implementation.
• Support digital client onboarding, electronic signatures, and automated communication processes.
• Troubleshoot system and integration issues between adviser practices and clients.
• Provide training and support to financial planners and administrative teams across the country.
• Monitor project progress, reporting, and dashboard updates in line with service standards.
• Assist with the ongoing improvement of systems, digital workflows, and operational processes.

Required profile

• Matric and a relevant tertiary qualification or certification.
• Minimum 3 years’ experience in a similar IT, systems, data, or support role.
• Strong Excel and overall computer literacy.
• Understanding of JSON payloads, configuration files, and system integrations.
• Ability to read and interpret existing JavaScript and C# code.
• Exposure to CRM systems and data migration projects is advantageous.
• Experience within financial services or wealth management is beneficial.
• Analytical, detail‑oriented and naturally curious about how systems work.

Required skills

• Excel
• JSON payload handling
• Configuration file management
• System integration concepts
• JavaScript
• C#
• CRM platforms
• Data migration techniques