Financial Advisory Administrator

FirstRand Limited; Upington; On-site; ZAR 597,000 - 687,000; Full time

Job summary

FirstRand Limited’s FNB Financial Advisory Upington is seeking an Administrative professional to provide efficient support to financial advisors. You will help manage client queries, ensure compliance, and assist with governance duties in a cost-conscious manner.

The role emphasizes risk awareness, process improvements, and timely completion of administration and reporting tasks within an advisory environment.

Qualifications

• Advisory industry knowledge or Finance related Diploma.
• NQF 6 in financial management or financial qualification.
• 3+ years of experience in a Financial Advisory support role or Financial Administration role.
• 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 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 growth and profitability.
• 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 requirements and follow up on escalated queries to meet timelines and SLAs.
• Build product knowledge and customer service based on stakeholder guidance.
• Produce high quality work by adhering to standards and compliance.
• Complete relevant administration, reporting and updating of information accurately and on time.
• Execute work in line with organizational values and code of ethics.
• Adhere to governance and compliance standards and escalate potential risks as needed.

Skills

Advisory industry knowledge

Finance related diploma

Support a financial advisor

Advisory environment experience

Customer query resolution

Quality and accuracy of outputs

Education

NQF 6 in financial management or financial qualification

Finance related diploma

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