Financial Advisory Administrator

Rmb; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider seeks a Financial Advisory Administrator in Durban. The role focuses on providing administrative support to financial advisors, enhancing customer satisfaction, and mitigating risks. Candidates should have at least 3 years of experience in a financial advisory support role or financial administration. This full-time position offers a dynamic work environment with opportunities for growth and collaboration, situated in a diverse team atmosphere.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3+ years experience in a Financial Advisory support role or Financial Administration role.
• Ability to resolve customer queries and complaints.
• Detail oriented with strong collaboration skills.

Responsibilities

• Identify and escalate potential risks that may lead to increased costs.
• Conduct follow-ups with service providers to ensure actions are closed out.
• Produce high quality work adhering to predefined standards.

Skills

Advisory industry knowledge

Communication skills

Problem-solving skills

Analytical skills

Collaboration skills

Education

NQF 6 in financial management or financial qualification

Job description

Financial Advisory Administrator – Full‑time – Durban – End Date: December 6, 2025. (3 days left to apply) Job requisition id: R.

Job Description

To provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties. Hello Future, Financial Advisory Administrator. Welcome to FNB, the home of the #changeables.

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 follow 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 elevate 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+ years experience in a Financial Advisory support role or Financial Administration role.
• General knowledge of financial statements and financial acumen.
• Detail oriented.
• Expert negotiation and communication skills, both written and verbal.
• Solid problem‑solving skills.
• Analytical skills to determine client business needs and requirements.
• Ability to remain calm under various levels of pressure.
• Build and maintain stakeholder relationships experience (any segment).
• Strong collaboration skills.

Access / Benefits

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

Other Desired Qualities

• General knowledge of financial statements and financial acumen.
• Detail oriented.
• Expert negotiation and communication skills.
• Solid problem‑solving skills.
• Analytical skills.
• Ability to remain calm under pressure.
• Stakeholder relationship skills.
• Strong collaboration skills.

Job Details

Applications will not be accepted from the date indicated below; kindly submit applications ahead of the closing date: 06/12/25.

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. In order to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose it to other parties.

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