Financial Advisory Administrator

FNB South Africa; Upington; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB South Africa in Upington is seeking an Administration Support specialist within Financial Advisory to assist financial advisors, improve client service, and mitigate risks through proper duties segregation.

You will support advisory activities, handle queries, and contribute to growth and profitability by delivering compliant and accurate administration and reporting.

Qualifications

• Advisory industry knowledge or a finance-related diploma is preferred.
• Ability to support a Financial Advisor and work in an advisory environment.
• Strong problem-solving and query resolution skills.
• Minimum 3+ years in Financial Advisory support or Financial Administration roles.
• NQF 6 in financial management or equivalent qualification is required.

Responsibilities

• Identify and escalate risks that may affect costs or service delivery.
• Provide administration support to financial advisors to enable growth and client service.
• Handle service provider follow-ups and ensure timely completion of actions.
• Ensure timely and accurate responses to customer queries or complaints.
• Maintain accurate records, reports and information in line with compliance standards.
• Keep stakeholders informed and follow up on escalations to meet SLAs.
• Build product knowledge and adapt processes based on feedback from stakeholders.
• Adhere to governance and ethics codes in all tasks.

Skills

Advisory industry knowledge

Finance-related diploma

Customer query resolution

Advisory experience

Education

NQF 6 in financial management or financial qualification

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.