Advisor Onboarding Architect

Standard Bank Group; Johannesburg; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Standard Bank Group is seeking an Onboarding Specialist to deliver a seamless onboarding experience for Financial Advisers, Specialist Investment Consultants, Broker Consultants and DFMs in Johannesburg. You will work with multiple teams to ensure accuracy, compliance, and high service standards.

The role requires 3–5 years in onboarding or related fields, a bachelor’s degree, and strong problem-solving, communication, and relationship-building skills to optimise processes and support a

Qualifications

• 3–5 years of experience in onboarding, customer service, or operational roles.
• Bachelor’s Degree or Advanced Diploma (NQF 07) in Business Administration, Financial Services, Operations Management, or related fields.
• Experience with onboarding systems and process improvements.

Responsibilities

• Ensure accurate and up-to-date onboarding records per SOPs and performance criteria.
• Improve onboarding quality, standards, and efficiency through specialised work.
• Identify root causes of problems and implement solutions within guidelines.
• Plan and optimise task execution to drive onboarding process improvements.
• Collaborate with distribution teams to onboard IFAs, Tied Advisers, and DFMs.
• Develop relationships with advisers and staff to smooth onboarding.

Skills

Attention to detail

Organisational skills

Problem-solving

Analytical thinking

Teamwork and collaboration

Resilience and adaptability

Effective communication

Continuous learning

Education

Bachelor’s Degree or Advanced Diploma in Business Administration or related field

Job description

Standard Bank Group is seeking an Onboarding Specialist to deliver a seamless onboarding experience for Financial Advisers, Specialist Investment Consultants, Broker Consultants and DFMs in Johannesburg. You will work with multiple teams to ensure accuracy, compliance, and high service standards.

The role requires 3–5 years in onboarding or related fields, a bachelor’s degree, and strong problem-solving, communication, and relationship-building skills to optimise processes and support a