Financial Advisory Administrator-1

5 days ago

Cape Town, South Africa Rmb Nigeria Limited Full time

Financial Advisory Administrator Full‑time position based in Cape Town. Job Description Provide efficient and effective administration support to financial advisors, ensuring more customers and mitigating risk by maintaining 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 the people that make it happen. As part of our team in the 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 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. 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 a financial qualification. 3+ years of experience in a financial advisory support role or financial administration role. What We Offer Opportunities to network and collaborate. A challenging working environment. Opportunities to innovate. Who We Are Looking For Adaptable and curious. Sales‑driven. Thrive in a collaborative environment. Client‑centric. Job Details Applications close on 1 November 2025. 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 may disclose disability information on a voluntary basis. This information will be kept confidential unless required by law to disclose. Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. If you have any queries, please log them via our recruitment portal. #J-18808-Ljbffr

  • Financial Advisory Administrator-1

    3 weeks ago

    Cape Town, South Africa FNB South Africa Full time

    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...

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