Financial Advisory Support Specialist

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

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.