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Financial Advisory Administrator-2
Financial Advisory Administrator-2Wesbank • Cape Town, Western Cape, South Africa
Financial Advisory Administrator-2

Financial Advisory Administrator-2

Wesbank • Cape Town, Western Cape, South Africa
21 days ago
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.

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    Financial • Cape Town, Western Cape, South Africa

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