Financial Advisor Administrator

2 weeks ago

Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

Job Title: Financial Advisor Administrator

Job Overview: An exciting opportunity has arisen for a highly organized and proactive Financial Advisor Administrator to join a dynamic team. This role offers a chance to work in a fast-paced environment, providing efficient administrative support while ensuring seamless operations and top-notch service delivery.

Key Responsibilities:

  • Manage and process various administrative duties, including completing forms for risk and investment applications, and handling tasks like new business, switches, redemptions, debit order changes, and client servicing requests.
  • Handle inquiries regarding portfolios, providing timely and accurate responses.
  • Coordinate with product providers to obtain statements, tax certificates, and other essential documents.
  • Prepare and organize meeting files, ensuring all documentation is accurate and complete.
  • Communicate effectively via phone and email with various stakeholders, including internal teams and external providers.
  • Resolve queries proactively and provide high-quality service at all times.
  • Manage and prioritize tasks, ensuring deadlines are met, and handle multiple responsibilities efficiently.
  • Assist with the coordination of company functions, events, and meetings.
  • Support the winding up of estates, ensuring thorough follow-up with relevant parties and keeping all parties updated.
  • Ensure proper storage of documents and maintain accurate records in the companys systems.

Key Performance Indicators:

  1. Professional Development: Achieve personal milestones and participate actively in training programs to enhance skills and knowledge.
  2. Client Service Excellence: Consistently provide excellent service to stakeholders, addressing queries and issues efficiently.
  3. Adherence to Deadlines: Ensure tasks are completed on time with a strong focus on accuracy and attention to detail.
  4. Operational Efficiency: Follow company processes meticulously, keeping records up to date and completing all administrative tasks in a timely manner.

Requirements:

  • Educational Qualifications: A relevant qualification in business, finance, or a related field is preferred but not essential.
  • Experience: Previous experience in client services, administration, or a financial services environment is advantageous.
  • IT Skills: Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM or office management systems.
  • Attention to Detail: High level of accuracy and meticulous attention to detail when managing tasks and handling client data.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and internal teams.
  • Organizational Skills: Ability to prioritize tasks, manage multiple responsibilities, and work under pressure while maintaining a high level of accuracy.
  • Client-Focused Attitude: A passion for providing exceptional client service and the ability to go the extra mile to resolve issues.
  • Problem-Solving Skills: Strong decision-making and problem-solving abilities, able to handle queries efficiently and effectively.
  • Time Management: Proven ability to manage time effectively and meet deadlines consistently.

Desired Skills & Competencies:

  • Strong interpersonal skills with a high ability to build trusted relationships both internally and externally.
  • Ability to thrive in a team-based environment while also working independently.
  • Proactive in identifying and addressing potential issues before they arise.
  • Resilience and the ability to work well under pressure.

This position is ideal for a detail-oriented, proactive individual who thrives in a fast-paced environment and is looking to make an impact within a forward-thinking organization.

  • Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

    Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...

  • Financial Advisor

    3 weeks ago

    Durban, KwaZulu-Natal, South Africa Palesa Mbali Group Full time

    Job Description: Financial Advisor – Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This...

  • Financial Advisor

    2 days ago

    Durban, KwaZulu-Natal, South Africa Oasis Full time

    Join to apply for the Financial Advisor - Durban role at Oasis Crescent.Job title: Financial Advisor - DurbanJob Location: KwaZulu-Natal, DurbanDeadline: April 07, 2025Core ResponsibilitiesManage and grow a portfolio of clients while providing financial planning advice.Generate leads, set up appointments, meet clients, and close deals.Conduct investment...

  • Financial Advisor

    1 hour ago

    Durban, KwaZulu-Natal, South Africa Gayede BlueStar - Authorised by Sanlam Full time

    Company DescriptionWelcome to Gayede BlueStar, a licensed entity under Sanlam Financial Services, dedicated to financial empowerment in South Africa. With strategic locations in Richard's Bay, Pietermaritzburg, Kokstad, Bizana, and Durban, we offer comprehensive financial services tailored for personal and corporate needs. Our commitment to excellence,...

  • Financial Advisor

    3 weeks ago

    Durban, KwaZulu-Natal, South Africa Palesa Mbali Group Full time

    Job Description: Financial Advisor – Everyday BankingPosition Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and estate & trust products, along with a passion for delivering exceptional client service. This role...

  • Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor (Investment Specialist)The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...

  • Associate Financial Advisor

    2 days ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Associate Financial Advisor (Richards Bay)Associate Financial Advisor (Richards Bay)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one...

  • Financial Services Advisor

    7 days ago

    Durban, KwaZulu-Natal, South Africa Sanlam Limited Full time

    Company OverviewSanlam Limited is one of the top financial services providers in the South African market. We pride ourselves in helping our financial advisors to realise their worth.

  • Financial Advisor

    1 day ago

    Durban, KwaZulu-Natal, South Africa iMasFinance Full time

    Job title: Financial Advisor - DurbanJob Location: KwaZulu-Natal, DurbanDeadline: April 06, 2025Job OutputsSelling of life assurance and funeral policiesConducting clients needs analysisFollowing up on leadsServicing new and existing membersQuality control of new businessQualifications And ExperienceMatric/Grade 12FAIS credits on NQF level 4 as per FSCA...

  • Associate Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Job title : Associate Financial Advisor (New Entrant) (EPT) - (Durban)Job Location : KwaZulu-Natal, DurbanDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading...

  • Senior Financial Advisor

    2 days ago

    Durban, KwaZulu-Natal, South Africa TWK Agri (Pty) Ltd. Full time

    We are seeking a Senior Financial Advisor to join our team at TWK Agri (Pty) Ltd. in the Midlands, KwaZulu-Natal. As a senior advisor, you will be responsible for providing expert advice on long-term insurance solutions and managing client relationships.Responsibilities:Provide expert advice on long-term insurance solutionsManage and maintain client...

  • Aspiring Financial Advisor

    2 days ago

    Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Aspiring Financial Advisor (Morningside - Durban)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

  • Branch Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Job title : Branch Financial Advisor (Pine City Shopping Centre, Durban)Job Location : KwaZulu-Natal, DurbanDeadline : December 30, 2025Quick Recommended LinksJobs by Location Job by industries Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser Payment of a Living Allowance during the first three months...

  • Financial Services Advisor

    2 days ago

    Durban, KwaZulu-Natal, South Africa Bright City Talent Full time

    Bright City Talent is seeking a highly skilled and motivated individual to fill the role of Financial Services Advisor.Job SummaryKey Responsibilities:Provide advice and guidance to clients on financial products and servicesAssess client needs and provide tailored solutions to meet their goalsDevelop and maintain strong relationships with clients and...

  • Salaried Financial Advisor Position

    2 days ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time

    Job DescriptionWe are seeking a skilled Salaried Financial Advisor to join our team at Old Mutual Group. As a key member of our organization, you will be responsible for providing expert financial advice to clients and contributing to the growth and success of our business.Key Responsibilities:Provide high-quality financial services to clients, including...

  • Senior Financial Advisor

    1 week ago

    Durban, KwaZulu-Natal, South Africa Findojobs South Africa Full time

    About UsWe are Findojobs South Africa, a dynamic company driven by a common purpose: Africa's growth is our priority. We believe that our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work and pursue your dreams.Job DescriptionThe Senior Financial Advisor will play a key role in driving...

  • Investment Advisor

    7 days ago

    Durban, KwaZulu-Natal, South Africa NedBank Full time

    Job SummaryNedbank is recruiting a skilled Investment Advisor - Durban to provide financial expertise and investment advice to clients in the area.Key ResponsibilitiesProvide financial planning and wealth creation advice to clients.Develop and implement financial plans tailored to clients' individual needs and goals.Maintain updated knowledge of regulations,...

  • Financial Advisor Opportunity

    2 days ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time

    About the RoleThis is an exciting opportunity to join our dynamic team as a Salaried Financial Advisor. In this role, you will play a critical part in delivering exceptional customer service, building strong relationships, and driving business growth.Your Key Responsibilities Will Include:Delivering quality customer service and identifying opportunities to...

  • Aspiring Financial Advisor

    1 day ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...

  • Advisor Liaison Consultant

    4 days ago

    Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full time

    The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients' products, processes, transactions, web services as well as general queries regarding their client's investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They...