Financial Advisory Administrator

Wesbank; Upington; On-site; ZAR 580,000 - 614,000; Full time

Job summary

FNB Financial Advisory Upington is seeking a Financial Advisory Administrator to support financial advisors, ensuring efficient administration and helping grow client reach while mitigating risk.

The role requires an NQF 6 in financial management or a related diploma, with 3+ years in an advisory support or financial administration role, and a proven ability to deliver accurate, timely outputs and strong customer service.

Qualifications

• Proven ability to support a Financial Advisor and work in an Advisory environment.
• Strong accuracy and attention to detail with a focus on service quality.
• Ability to resolve customer queries and maintain professional communication.
• Understanding of governance and compliance standards.

Responsibilities

• Identify and escalate potential risks that may lead to increased costs.
• Prevent wastage and identify process improvements to contain costs.
• Provide operational support relating to activities that contribute to growth and profitability.
• Follow up with service providers and close out relevant actions.
• Ensure first-time resolution of customer queries or complaints and adhere to SLAs.
• Maintain product knowledge and service levels through stakeholder guidance.

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