Financial Advisory Administrator-2

Fnb Namibia; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Cape Town seeks a Financial Advisory Administrator. In this full-time role, you will provide administrative support to financial advisors, ensuring high-quality service and compliance with governance standards. The position requires 3+ years of relevant experience and a financial qualification. The team promotes collaboration and excellence within a dynamic environment.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3+ years experience in a Financial Advisory support role or Financial Administration role.
• Ability to support a Financial Advisor.
• Ensure quality and accuracy of outputs.

Responsibilities

• Identify and escalate potential risks that may lead to increased costs.
• Prevent wastage and identify process improvements.
• Ensure first time resolution of customer queries or complaints.

Skills

Advisory Industry knowledge

Customer query resolution

Financial administration

Process improvement

Operational support

Education

NQF 6 in financial management or financial qualification

Job description

Financial Advisory Administrator-2, Cape Town – Full time (Posted Today, End Date: November 1)

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 Commercial Financial Advisory Growth Channel (Cape Town), 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
• 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

Benefits

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

Ideal Candidate Traits

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

Job Details

Applications will not be accepted on or after 01/11/25. Please submit applications prior to the closing date indicated below.

All appointments will be made in line with FirstRand Group's Employment Equity plan.

EEO and Disability Inclusion

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.

How to Apply

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.