Financial Advisory Support Specialist

FirstRand Limited; Upington; On-site; ZAR 597,000 - 687,000; Full time

Job summary

FirstRand Limited’s FNB Financial Advisory Upington is seeking an Administrative professional to provide efficient support to financial advisors. You will help manage client queries, ensure compliance, and assist with governance duties in a cost-conscious manner.

The role emphasizes risk awareness, process improvements, and timely completion of administration and reporting tasks within an advisory environment.

Qualifications

• Advisory industry knowledge or Finance related Diploma.
• NQF 6 in financial management or financial qualification.
• 3+ years of experience in a Financial Advisory support role or Financial Administration role.
• 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 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 growth and profitability.
• 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 requirements and follow up on escalated queries to meet timelines and SLAs.
• Build product knowledge and customer service based on stakeholder guidance.
• Produce high quality work by adhering to standards and compliance.
• Complete relevant administration, reporting and updating of information accurately and on time.
• Execute work in line with organizational values and code of ethics.
• Adhere to governance and compliance standards and escalate potential risks as needed.

Skills

Advisory industry knowledge

Finance related diploma

Support a financial advisor

Advisory environment experience

Customer query resolution

Quality and accuracy of outputs

Education

NQF 6 in financial management or financial qualification

Finance related diploma

Job description

FirstRand Limited’s FNB Financial Advisory Upington is seeking an Administrative professional to provide efficient support to financial advisors. You will help manage client queries, ensure compliance, and assist with governance duties in a cost-conscious manner.

The role emphasizes risk awareness, process improvements, and timely completion of administration and reporting tasks within an advisory environment.