Financial Advisory Support Specialist

FirstRand Bank Limited; Upington; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Bank Limited in Upington invites applications for an administrative support role within FNB Financial Advisory. You will assist financial advisors, ensure accuracy, and help drive efficient service while mitigating risk.

The position focuses on adherence to governance standards, accurate data handling, and collaborative, client-centric service in a fast-paced advisory environment. All appointments align with employment equity principles.

Qualifications

• 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.

Responsibilities

• Identify and escalate potential risks affecting costs.
• Prevent wastage; identify process improvements to reduce costs.
• Provide operational support for growth and profitability.
• Follow up with service providers; ensure timely actions.
• Ensure first-time resolution of customer queries.
• Own requirements; follow up on escalated queries to meet SLAs.
• Develop product knowledge and customer service guided by stakeholders.
• Deliver high-quality work in line with standards and compliance.
• Complete administration, reporting and data updates on time.
• Work in line with company values and ethics.
• Adhere to governance and compliance; elevate risks for investigation.

Skills

Advisory industry knowledge

Customer service

Financial administration support

Education

NQF 6 in financial management

Job description

FirstRand Bank Limited in Upington invites applications for an administrative support role within FNB Financial Advisory. You will assist financial advisors, ensure accuracy, and help drive efficient service while mitigating risk.

The position focuses on adherence to governance standards, accurate data handling, and collaborative, client-centric service in a fast-paced advisory environment. All appointments align with employment equity principles.