Financial Advisory Administrator

RMB; Upington; On-site; ZAR 543,000 - 650,000; Full time

Job summary

FNB Financial Advisory (Upington) is seeking an Administrative professional to provide efficient support to financial advisors. You will help ensure compliance, handle client queries, and contribute to cost containment and process improvements.

Role requires experience in advisory environments, a related finance diploma, and a focus on accuracy and service quality. The position is full-time and based in Upington.

Qualifications

• Advisory Industry knowledge or Finance related Diploma.
• Experience in an Advisory environment.
• Ability to resolve customer queries and complaints.
• Ensure quality and accuracy of outputs.

Responsibilities

• Identify and escalate potential risks and cost implications.
• Provide operational support to financial advisors.
• Ensure timely follow-ups and resolution of queries and actions.
• Support governance, compliance and reporting requirements.
• Contribute to growth and profitability of the advisory area.

Skills

Advisory knowledge

Finance knowledge

Customer service

Problem solving

Education

Finance-related Diploma

NQF 6 in financial management

Job description

## Financial Advisory AdministratorApply: Upington: Full time: Posted Today: End Date: September 27, 2026 (9 days left to apply): R53454# **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 escalate 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