Financial Advisory Administrator

FirstRand Bank Limited; Upington; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Bank Limited in Upington invites applications for an administrative support role within FNB Financial Advisory. You will assist financial advisors, ensure accuracy, and help drive efficient service while mitigating risk.

The position focuses on adherence to governance standards, accurate data handling, and collaborative, client-centric service in a fast-paced advisory environment. All appointments align with employment equity principles.

Qualifications

• Advisory industry knowledge or Finance related Diploma.
• 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.

Responsibilities

• Identify and escalate potential risks affecting costs.
• Prevent wastage; identify process improvements to reduce costs.
• Provide operational support for growth and profitability.
• Follow up with service providers; ensure timely actions.
• Ensure first-time resolution of customer queries.
• Own requirements; follow up on escalated queries to meet SLAs.
• Develop product knowledge and customer service guided by stakeholders.
• Deliver high-quality work in line with standards and compliance.
• Complete administration, reporting and data updates on time.
• Work in line with company values and ethics.
• Adhere to governance and compliance; elevate risks for investigation.

Skills

Advisory industry knowledge

Customer service

Financial administration support

Education

NQF 6 in financial management

Job description

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. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Financial Advisory (Upington), you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Job 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 elevate potential risks for investigation as and when required.

Additional Requirements:

• Advisory Industry knowledge or Finance related Diploma
• 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

You will have access to:

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

We can be a match if you are:

• Adaptable and curious
• Sales driven
• Thrive in a collaborative environment
• Client-centric

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 for us 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 this information to other parties.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.