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Financial Advisory Administrator-2

Financial Advisory Administrator-2

FNB South AfricaCape Town, Western Cape, South Africa
6 days ago
Job description

Join to apply for the role of Financial Advisory Administrator-2 at FNB South Africa.

Location : Cape Town

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 follow‑ups with service providers and ensure 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.

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 a financial qualification.
  • 3+ years minimum experience in a Financial Advisory support role or Financial Administration role.

    • You Will Have Access To

  • Opportunities to network and collaborate.
  • A challenging working environment.
  • Opportunities to innovate.

    • We Can Be a Match If You Are

  • Adaptable and curious.
  • Sales driven.
  • Thriving in a collaborative environment.
  • Client‑centric.

    • Job Specifications

  • Seniority level : Entry level
  • Employment type : Full‑time
  • Job function : Finance and Sales
  • Industry : Banking

    • Applications will not be accepted on 01 / 11 / 25. Please submit your application before this closing date.

    All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.

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    Financial • Cape Town, Western Cape, South Africa