Financial Advisory Administrator

Wesbank; Durban; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A financial services company in Durban is seeking a Financial Advisory Administrator to provide effective administration support to financial advisors. Key responsibilities include managing customer queries, identifying risks to mitigate costs, and ensuring compliance with governance standards. The ideal candidate should have an NQF 6 qualification in financial management and at least 3 years of experience in a financial advisory support role. Competitive benefits and a challenging work environment are offered.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

• 3+ years experience in a Financial Advisory support role or Financial Administration role.
• Experience working in an Advisory environment.
• Ensure quality and accuracy of outputs.

Responsibilities

• Identify and escalate potential risks that may lead to increased costs.
• Provide operational support related to activities contributing to growth.
• Ensure first time resolution of customer queries or complaints.

Skills

Advisory Industry knowledge

Ability to support a Financial Advisor

Ability to resolve customer queries and complaints

Education

NQF 6 in financial management or financial qualification

Job description

Financial Advisory Administrator

Location: Durbantime. Type: Full time. Posted Today. End date: October 22.

Job Description

To provide efficient and effective administration support to financial advisors ensuring more customers and mitigating risk by ensuring segregation of duties.

Responsibilities

• Identify and escalates potential risks that may lead to increased costs.
• Prevent wastage and identify process improvements to contain and reduce costs.
• Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of an area of work.
• Conduct follows ups with service providers and ensures close out of relevant actions.
• Ensure first time resolution of customer queries or complaints.
• Take ownership of any requirements and follow up on queries escalated to other areas to ensure delivery on agreed timelines and Service Level Agreements.
• Build on product knowledge and customer service based on feedback and guidance from relevant stakeholders.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Complete relevant administration, reporting and updating of information accurately and on time.
• Execute own work in accordance with the organizational values and code of ethics.
• Adhere to required governance and compliance standards and escalate potential risks for investigation as and when required.

Qualifications

• Advisory Industry knowledge
• Ability to support a Financial Advisor
• Experience working in an Advisory environment
• Ability to resolve customer queries and complaints
• Ensure quality and accuracy of outputs
• NQF 6 in financial management or financial qualification
• 3+ min experience in a Financial Advisory support role or Financial Administration role

Benefits

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

Legal Statements

All appointments will be made in line with FirstRand Group's Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities.