Financial Advisory Support Specialist

RMB Nigeria Limited; Upington; On-site; ZAR 506,000 - 686,000; Full time

Job summary

FNB Financial Advisory Upington seeks an Administrative Financial Advisory Administrator to provide efficient support to financial advisors and ensure accurate, compliant operations. The role focuses on processing requests, managing follow-ups and governance duties to enable better service delivery for clients.

You will engage with service providers, handle reporting, and contribute to cost containment and process improvements while maintaining high standards of accuracy and adherence to

Qualifications

• Advisory industry knowledge and related diploma or qualification.
• Ability to support a financial advisor and work in an advisory environment.
• Proven ability to resolve customer queries and complaints.
• NQF 6 in financial management or equivalent.

Responsibilities

• Identify and escalate potential risks that may increase costs.
• Provide operational support related to activities and initiatives for growth and profitability.
• Follow up with service providers and ensure timely close-out of actions.
• Ensure first-time resolution of customer queries or complaints.
• Maintain accurate information, reports and governance documentation.
• Adhere to governance and compliance standards and escalate risks as needed.

Skills

Advisory knowledge

Support a Financial Advisor

Advisory environment

Query resolution

NQF 6 in financial management

Education

NQF 6 in financial management

Job description

FNB Financial Advisory Upington seeks an Administrative Financial Advisory Administrator to provide efficient support to financial advisors and ensure accurate, compliant operations. The role focuses on processing requests, managing follow-ups and governance duties to enable better service delivery for clients.

You will engage with service providers, handle reporting, and contribute to cost containment and process improvements while maintaining high standards of accuracy and adherence to